Basic Settings
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 Premier and Master editions An Employment Category would need to be created on company level under the Employment Category section on the Other Dropdowns screen, prior to them being linked on employee profiles. Navigate > ...
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 Dropdowns screen, as part of the Advanced Organisation structure. Navigate > Config > Basic Settings > ...
How do I create a workflow role?
This feature is available on Master 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 > Config > Basic Settings > ...
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 Premier and Master editions 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 Dropdowns screen. ...
How do I create a workflow path with multiple approvers/steps?
This feature is available on Master edition A company level user can configure workflow path with multiple approvers/steps on the Workflow Configuration screen. This is an Advanced Workflow Configuration feature that will be done by specifying the ...
How do I upload a company's logo on the system?
This feature is available on all Deel Local Payroll powered by payspace payroll editions A company's logo can be uploaded on the "Company Themes" tab on the Basic Company Information screen. Navigate > Config > Basic Settings > Company Settings > ...
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 ...
How do I create attachment classifications?
This feature is available on Premier and Master editions 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 > Config > Basic ...
How do I change a company name on the system?
This feature is available on all Deel Local Payroll powered by payspace payroll editions A company name can be changed on the "Company Details" tab on the Basic Company Information screen. Navigate > Configuration > Basic Settings > Company Settings ...
How do I create leave reasons?
This feature is available on Premier and Master editions Leave Reasons need to be created on company level prior to attaching them to employee Leave Applications. Navigate > Config > Basic Settings > Dropdown Management > Other Dropdowns > Leave ...
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 Premier and Master editions When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person. Should you need to accommodate more levels of authorisation, a ...
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 Premier and Master editions Company Documents have to be added on the Company Documents screen before employees can be granted access to view them on ESS. Navigate > Config > Basic Settings > General Company > Company ...
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 ...