Basic Settings
Where are company documents added?
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 Company > Company Documents Related FAQ How do I grant employees access ...
How do I notify an additional person (email address) to be notified of the daily birthday summary?
The system can be configured to automatically send employees a celebratory email on their birthdays. Navigate > Configuration > Basic Settings > General Company > Employee Birthday Email Select the "send daily birthday summary" checkbox to add a ...
How do I create leave reasons?
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 Drop Downs > Leave Reasons
How do I configure the system to send employees a birthday email?
The system can be configured to automatically send employees a celebratory email on their birthdays. Navigate > Configuration > Basic Settings > General Company > Employee Birthday Email
How do I setup pay points?
Pay Points can be created as part of the Advanced Organisation structure. To assign an employee to a Pay Point, they first need to be created on company level under the Pay Points section on the Other Drop Downs screen. Navigate > Configuration > ...
How do I configure employee/change request types on company level?
Employee (change) request types have to be created on company level before linking them on employee level. Navigate > Configuration > Basic Settings > Dropdown Management > Other Dropdowns > Employee Request Type Company documents that need to be ...
How do I create a workflow path with multiple approvers/steps?
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 number of steps required in the workflow. ...
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:" ...
How do I create attachment classifications?
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 > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > ...
Where are company documents added?
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 Company > Company Documents Related FAQ How do I grant employees access ...
How do I configure a workflow path if a user is both a company level and ESS user?
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 company level permissions. A workflow path based on the ...
Components | The Claim Components Settings Screen
Overview Claim components are created on the Claim Component Settings screen. Edition This feature is available on the Premier and Master editions Navigation Path Navigate > Configuration > Payroll > Payroll Config > Claim Component Settings Details ...
How do I remove employee profiles stuck in workflow?
An email notification will be sent to the user if employee profiles are stuck in workflow. The incomplete workflow can be accessed, by searching for the record on the Employee Search screen. The system will prompt you to continue the workflow if you ...
How do I configure a leave workflow path?
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 you need to accommodate more levels of authorisation, a workflow path ...
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. Step 1: Configure the Claim Component Settings screen. Related ...
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 ...
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
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 ...
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:" ...
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 > ...
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 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 ...
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 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 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 ...
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
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 ...
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 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
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 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 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 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 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 ...
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 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 > ...
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 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 ...
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