Basic Settings
What is the function of the EFT Outbox File Settings screen?
This feature is available on Premier and Master editions The EFT Outbox File Settings screen allows for the Salary Payment File to be shared via sFTP to a server location instead of downloading the file manually. Navigate > Config > Basic Settings > ...
How do I create Incident Types?
This feature is available on Premier and Master editions Incident Types can be created on company level prior to attaching them to employee records. Navigate > Config > Basic Settings > Drop Down Management > Other Dropdowns > Incident Types
Custom Forms | Company Repository
This feature is available on Master edition The system has been enhanced with a new custom form type named Company Repository. It is available on the Custom Form Configuration screen. This custom form type enables user to compile a list of attributes ...
Will custom fields created on the Leave Application screen on employee level be visible to the approver?
This feature is available on Master edition. No, Customs fields created on the Leave Application screen will only appear on ESS, and when a company level user edits the application. The fields will not be visible when approvers manage the application ...
Can workflow paths be created for employee records changes before their final approval?
This applies to the Premier and Master payroll editions. No. The system only caters for workflow paths to be created for certain employee change requests (i.e. changes to the employee record.) Related FAQ How do I configure a workflow path for ...
Malawi | How Do I Add The Official Interest Rate For The Loan Fringe Benefit Calculation?
Users are able to maintain the official interest rate used in the Loan Fringe Benefit calculation for low/no interest loans, on the Company Custom Forms screen. Navigate via Config > Basic Settings > General Company > Custom Forms. Select the + ...
Zambia | Personal Levy Payment Options
Every Zambian local authority may collect an annual personal levy from all adult persons living within its area. Payment is coordinated through the employer. PaySpace has provided a company-level dropdown menu field for flexibility regarding when the ...
South Africa | UIF Weekly And Fortnightly Override Field
Navigate via Config > Basic Settings > Company Settings > Basic Company Information. Under the Statutory Fields tab is a checkbox option "UIF limit weekly and fortnightly override". If the checkbox is activated, then the lesser of the monthly UIF ...
How do I insert a second additional custom date field on the Tax Profile screen?
This feature is available on all PaySpace editions. Insert the title of the custom date field in the "Display a second additional date on the employee tax status screen with the following name" field under the Employee Settings section on the General ...
How do I configure a claim workflow path?
The system only allows one workflow path to be created for all claim components configured, based on workflow role, region or security role, for which all claims will follow accordingly. This feature is available on the Premier and Master payroll ...
Can a custom form be configured to be mandatory?
This feature is available on the Master payroll edition. Yes. Custom forms can be configured to be mandatory by enabling the "Required" checkbox on the Custom Form Configuration screen. Navigate > Configuration > Basic Settings > Custom Screens & ...
On which payroll edition of PaySpace should I be on to activate the Advanced Workflow functionality?
This feature is available on the Master payroll edition. In order to enable the Advance Workflow module, the company must be on the Master payroll edition. Contact the Sales department at sales@payspace.com for further assistance.
How do I configure employee/change request types on company level?
This feature is available on the Premier and Master payroll edition. Employee (change) request types have to be created on company level before linking them on employee level. Navigate > Configuration > Basic Settings > Dropdown Management > Other ...
How do I configure a workflow path for employee change requests?
This feature is only available on the Master payroll edition. Workflow paths need to be configured for each employee request on the Workflow Configuration screen. Navigate > Configuration > Basic Settings > Company Settings > Workflow Configuration ...
How do I setup a workflow path according to a region?
This feature is only available on the Master payroll edition. Make use of the following steps to configure a workflow path according to a region. Step 1: Tick the option "Do you want to use the more involved Hierarchy Structure Module (if not, a ...
How do I setup a workflow path according to a security role?
This feature is available on the Premier and Master payroll edition. Make use of the following steps to configure a workflow path according to a security role. Step 1: Create the security role for which you want to set up the workflow path. Related ...
How do I exclude users from viewing a specific attachment or document that was uploaded?
This feature is available on the Premier and Master payroll edition. To exclude users from viewing a specific attachment or document that was uploaded, specify the Security Role Code whose users should not be able to view the attachment ...
How do I upload external quick links for employees to view on their profile?
This feature is available on the Premier and Master payroll edition. External quick links have to be configured on company level before access can be granted on the ESS security role for employees to view. Step 1: Add the external quick link/s on ...
How do I configure the system so that a user does not receive email notifications regarding run errors?
This feature is available on all PaySpace editions. The Reminder Contact Details screen allows you to specify different contact details to activate various email notifications. Remove the email address for the Error Reminders process so that the user ...
Can separate company banking details be uploaded per frequency?
This applies to all PaySpace editions. No. Company banking details are set up per company, not per frequency. If different banking details are required per frequency, it is recommended that the frequencies be created as companies.
How do I make attachments mandatory when employees submit change requests?
This feature is available on the Premier and Master payroll edition. Attachments can be made mandatory when creating the employee change request types, by enabling the "attachment required" checkbox. Navigate > Configuration > Basic Settings > ...
How do I notify an additional person (email address) to be notified of the daily birthday summary?
This feature is available on the Premier and Master payroll edition. The system can be configured to automatically send employees a celebratory email on their birthdays. Navigate > Configuration > Basic Settings > General Company > Employee Birthday ...
How do I setup a workflow path according to a workflow role?
This option is only available on the Master payroll edition. Use the following steps to configure a workflow according to a workflow role. These steps can also be applied to claim workflow paths. Step 1: For leave workflow paths, enable the "If ...
How do I configure the system to create custom screens on employee level?
This feature is available on the Master payroll edition. A custom form can be created on 3 of the employees screens: The Basic Profile screen The Custom Forms screen The Tax Profile screen Navigate > Configuration > Basic Settings > Custom Screens & ...
Can custom fields be created on the Suspension screen?
This feature is available on the Master payroll edition. Yes. Custom fields can be created on the Suspension screen. Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Fields Related article Basic Settings | Custom Form ...
Can custom fields be created on the Project screens?
This feature is available on the Master payroll edition. Yes. Custom fields can be created on the Project screens (company and employee levels). Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Fields Company level ...
Can a custom form be added to other screens beside the Custom Forms screen?
This feature is available on the Master payroll edition. Yes. Instead of saving all custom forms to the Custom Forms screen under the Basic Information section on the employee's profile, custom forms can now be appended to an existing employee ...
Can I create custom forms without having to specify an effective date?
This feature is available on the Master payroll edition. Yes. Previously, any custom form created was of a "History Grid" type form. This means that all forms captured need to have an effective date that is unique, and is used to store information ...
How do I setup employment categories on company level?
This feature is available on the Premier and Master payroll edition. An Employment Category would need to be created on company level under the "Employment Category" section on the Other Drop Downs screen, prior to them being linked on employee ...
How do I insert an additional custom date field on the Tax Profile screen?
This feature is available on all PaySpace editions. Insert the title of the custom date field in the "Display an additional date on the employee tax status screen with the following name" field under the Employee Settings section on the General ...
How do I setup pay points?
This feature is available on Premier and Master editions Pay Points can be created on company level under the Pay Points section on the Other Drop Downs screen, as part of the Advanced Organisation structure. Navigate > Config > Basic Settings > ...
How do I create a workflow role?
This feature is only available on the Master payroll edition. Workflow roles may be created and used to accommodate exceptions in workflow paths. A workflow role is created by selecting the "+ " button on the Workflow Roles screen. Navigate > ...
How do I configure the system to send an email notification if a company encounters run errors?
This feature is available on all PaySpace editions. The Reminder Contact Details screen allows you to specify different contact details to activate various email notifications. Insert an email address for the Error Reminders process name. This email ...
How do I setup Increase Reasons?
This feature is available on the Premier and Master payroll edition. Increase Reasons can be assigned when employee pay rates are updated, however, they first need to be created on company level under the "Increase Reason" section on the Other Drop ...
How do I create a workflow path with multiple approvers/steps?
The Advanced Workflow Configuration module is available on the Premier and Master payroll edition. A company level user can configure workflow path with multiple approvers/steps on the Workflow Configuration screen. This is an Advanced Workflow ...
How do I upload a company's logo on the system?
This feature is available on all PaySpace editions. A company's logo can be uploaded on the "Company Themes" tab on the Basic Company Information screen. Configuration > Basic Settings > Company Settings > Basic Company Information > Company Themes ...
How do I enable the system to send an email notification if an employee has unactioned items in their Inbox after a specified number of days?
This feature is available on the Premier and Master payroll edition. For the system to send employees an automatic email notification if they have any unactioned items in their Inbox, insert the number of days after which it must be sent in the "Send ...
Can custom fields be deleted if data has been captured in said fields?
This feature is available on the Master payroll edition. Custom Fields can be deleted regardless of whether or not information has already been processed for that particular field. If information has been processed in the field that is being deleted, ...
How do I set up the system to notify a user when an employee record is deleted?
This feature is available on all PaySpace editions. In order for a user to receive an email notification when employee records are deleted, insert the recipient's email address in the "notify email recipient when an employee is deleted" field under ...
How do I ensure that the MIBFA company number is reflected in the MIBFA file?
This feature is available on the Premier and Master payroll edition. To ensure that the MIBFA number is reflected in the MIBFA file, insert the number in the "MIBFA company number for the MIBFA file extract" field under the Statutory Settings section ...
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