Creating payroll login for employer access

Creating a payroll login for employer access

1. Go to the Agent dashboard, click on the + icon at he top of the page, select New User and then select Business. 

 


 

 

2. Enter the email of the Employer, ensure that the User Status has been marked as Active, tick the checkbox next to Payroll and then click Save. This will then generate a temporary password for the user to login in with which they will be asked to change when next logging in. 

 




  1. 3. Go back to the Agent dashboard, click on Users on the left hand menu, click on the three vertical dots to the right of the specific user and select Assign Business. Type in the correct name of the company in the Business field, click on the Search button and then click on the Assign button once the correct company appears. You will also be able to remove this user from the company by going through the same steps to reach the Assign/Remove Business page and then clicking on the Remove button.