Basic Setting
Login to the System
Overview All Users, including Administrators, Business Partners, Employees and Managers access the system through the same login path: Payspace Brazil Select Login to be directed to a secure login page. You will be provided with login details during ...
Can a custom form be added to screens other than the Custom Forms screen?
Yes. Instead of saving all custom forms to the Custom Forms screen in the Basic Information section of the employee profile, custom forms can now be attached to an existing employee screen. This can be done in the Custom Form Configuration screen. ...
How do I configure the payspace system to create custom employee-level screens?
A custom form can be created on 3 employee screens: 1. The Basic Profile screen 2. The Custom Forms screen 3. The Tax Profile screen Navigate > Company Settings > Basic Settings > Company Settings > Custom Screens and Fields > Step 1: Select the " + ...
Getting Started Guide
In this case, it is a button that directs the user to a website with some information and instructions on how to initialize the payspace system. There’s no secret, just click on each tab, such as “What We Cover” and start the learning process about ...
Ideas Portal
In the Ideas Portal, you can make suggestions for ideas, vote on some that have already been published, and even monitor the approval of possible ideas that are being voted on. 1. To go to the Ideas Portal, simply click on the initials of the user ...
How Can We Help?
This is the first option available when you click on your initials on the top right side of the Payspace panel. When you click on it, some other options will become available. Here is a training area for beginners, a starting guide. 1. Getting ...
How to find an employee who was fired?
Simply use the “change employee” panel and select the “Incl. Completed” option.
How do I hide the side menu?
Just click the “Toggle Menu Bar” button to hide the bottom sidebar
What's new?
1. To access the resource, simply click on the button next to the user's profile initials 2. that, a new screen will open. Now, let's understand how some of these screens work. Available Sections and Filters: Release Notes: Regular release notes. ...
Change of Company
1. To change companies, simply click on the “change company” icon. Search Fields and Filters: Search Field: Allows you to type the name or part of the name of a company to perform a search. "Add Company" Button: To add a new parent company or ...
Employee Search and Selection
1 . To search for or select an employee, simply go to the search field at the top, or by clicking on “change employee”, a window will open for selecting/searching employees. Optionally, there are some filters that can be used when searching for ...
Statistics Panel
Active Employees: This figure indicates that there are 66 employees currently employed. Unpaid Active Employees: This figure suggests that, at the time of the query, none of the active employees have been paid in the month of August. Other ...
Fixed Menu and Side Menu
Fixed Menu: This is present at the top of the application, i.e., when you log into your Payspace system, some menus with a variety of options and functions will be displayed by default at the top of your system. Left side menu: Based on the ...
Payspace System Header
“PS” Button: The “ps.” Button, described as “Control Panel” will return you to the main system screen from wherever you are accessing it. Toggle Menu Bar: can also be hidden when you click on the “Toggle Menu Bar” button. The “Toggle Menu Bar” button ...
Which browser should I use by default to use the Payspace system?
Google Chrome is the preferred internet browser to enjoy maximum functionality. Also ensure that all pop-ups are unblocked. If PaySpace is left unattended for 30 minutes, you will be redirected back to the PaySpace login page.
Navigation and General Guidelines Payspace
Login to the System 1. Access to the System Access the application link provided by the PaySpace team. Example link: https://identity.yourhcm.com/account/login?tenant=secure.payspace.com. 2. Enter Email Enter your access email in the corresponding ...
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. Note! Basic Workflow ...
How do I upload external quick links for employees to view on their profile?
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 company level. Navigate > Configuration > Basic Settings > General ...
How do I set up the system to notify a user when an employee record is deleted?
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 the Employee Settings section on the General Settings ...
How do I exclude users from viewing a specific attachment or document that was uploaded?
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 classification and save your changes. Navigate > Configuration > Basic Settings > ...
Can I create custom forms without having to specify an effective date?
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 that has a history record- i.e. the pay rate screen is an ...
How do I configure the system to send an email reminders as a run's cut off date approaches?
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 email address will receive a notification as a run's ...
How do I configure the system to send an email notification if a company encounters run errors?
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 address will receive a notification if any errors ...
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?
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 reminder emails for inbox items after this many days". Navigate > ...
How do I insert an additional custom date field on the Tax Profile screen?
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 Settings screen. Navigate > Configuration > Basic ...
How do I insert a second additional custom date field on the Tax Profile screen?
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 Settings screen. Navigate > Configuration > Basic ...
How do I upload a company's logo on the system?
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
On which payroll edition of PaySpace should I be on to activate the Advanced Workflow functionality?
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 setup Increase Reasons?
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 Downs screen. Navigate > Configuration > Basic Settings > Drop Down ...
Can a custom form be configured to be mandatory?
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 & Fields > Custom Form Configuration
Can a custom form be added to other screens beside the Custom Forms screen?
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 screen. This can be done on the Custom Form Configuration ...
How do I configure the system to create custom screens on employee level?
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 & Fields > Custom Form Configuration Step 1: Select the " + ...
Can custom fields be deleted if data has been captured in said fields?
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, a pop-up message will appear to confirm the deletion ...
How do I change a company name on the system?
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 Important! The new company name has to align with ...
On which screen can an employee be linked to a workflow role?
An employee can be linked to a Workflow Role under the Additional section on their Position screen. Navigate > Employee > Basic Information > Position > Reporting Line > Additional Related FAQ How do I create a workflow role?
How do I create a workflow role?
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 > Configuration > Basic Settings > Drop Down Management > Workflow ...
How do I setup a workflow path according to a workflow role?
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 advanced leave workflow rules are being utilised, enable this ...
How do I setup a workflow path according to a security role?
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 FAQ How do I create a Security Role? Navigate > Configuration > ...
How do I configure a workflow path for employee change requests?
Workflow paths need to be configured for each employee request on the Workflow Configuration screen. Navigate > Configuration > Basic Settings > Company Settings > Workflow Configuration Step 1: Select "Employee Request" from the "workflow item:" ...
On which screen is a new employee record linked to a frequency?
During the onboarding process, a new employee can be linked to a frequency in the Frequency drop down field on the Pay Rate Details section. Navigate > On / Off Boarding > Add New Employee > Pay Rate Details
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