Basic Settings
How do I create attachment classifications?
This feature is available on the Premier and Master payroll edition. Documents can be attached to an employee record on the Attachments screen. However, Attachment Classifications need to be created on company level before doing so. Navigate > ...
How do I change a company name on the system?
This feature is available on all PaySpace editions. A company name can be changed on the "Company Details" tab on the Basic Company Information screen. Navigate > Configuration > Basic Settings > Company Settings > Basic Company Information > Company ...
How do I create leave reasons?
This feature is available on the Premier and Master payroll edition. Leave Reasons need to be created on company level prior to attaching them to employee Leave Applications. Navigate > Configuration > Basic Settings > Drop Down Management > Other ...
How do I configure the system to send employees a birthday email?
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 configure the system to send an email reminders as a run's cut off date approaches?
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 Cut off Reminders process name. This ...
How do I add a bank if it does not exist on the employee's Banking Details screen?
This feature is available on Premier and Master editions If a bank does not exist on the employee's Banking Details screen, it can be added on the Other Dropdowns screen. Navigate > Config > Basic Settings > Dropdown Management > Other Dropdowns > ...
How do I configure a leave workflow path?
This feature is available on the Premier and Master payroll edition. When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person on the Premier and Master Payroll Edition. Should ...
How do I configure a workflow path if a user is both a company level and ESS user?
This feature is available on the Master payroll edition. Should a user have both payroll access and an ESS profile, the system will not apply the ESS security role workflow path when the employee submits inbox items, the system will apply their ...
Where are company documents added?
This feature is available on the Premier and Master payroll edition. Company Documents have to be added on the Company Documents screen before employees can be granted access to view them on ESS. Navigate > Configuration > Basic Settings > General ...
Basic Settings | Attachments
Overview This article clarifies how to add documentation to employee records. Before doing so, Categories for the various types of Attachments need to be created on the Other Drop Downs Screen. Once the Attachment Classifications have been added, ...
Basic Settings | Custom Form Configuration and Custom Fields Setup
Overview Custom Screens and Fields allows you to create customised forms on company and employee level; and add additional custom fields on various existing screens on PaySpace. These customised forms and fields can be used to record extra ...
Basic Settings | Creating a Workflow Path
Overview The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps. Workflows can be setup for Claims, Commissions, Employee Request and/or Leave. Edition This feature is ...
Basic Settings | Workflow Path setup for Leave
Overview When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person on Premier and Master Payroll Edition. Should you need to accommodate more levels of authorisation, a workflow ...
Basic Settings | Workflow Path setup for Employee Requests
Overview Employee requests can be set-up to formalise and simplify administrative processes in the company. An employee request is a document workflow tool which requires approval. Examples of employee requests include, a request to change banking ...