Configure Document Management

ConnectedPay Feature Configuration

Version
R62 SP2
Configure Document Management

Before You Begin: Make sure that you are familiar with the Document Management feature:

  • Configuring Document Management is described in the section beginning with topic Documents Configuration
  • Using the Document Management feature is described in the Document Management Guide.

For ConnectedPay, the Document Management feature is used to exchange payroll-related documents between the customer and the payroll partner. The Document Management features a secure, convenient way to maintain all payroll-related documents such as: doctor's notes, garnishments, payroll reports, and other documentation required for the payroll and for country legislative requirements.

The customer and the payroll partner each need their own role and corresponding user ID to access Document Explorer. For more information, see Role Features.

See the following sections for information about the requirements for the roles and IDs for payroll partners and customers.

Document Management Roles

When you create the payroll partner role, it is recommended that you give it the name Payroll Partner Role and include the three-character ISO code for the country as a prefix. For example, MEX Payroll Partner Role.

Generally, the payroll partner role should have role feature access only to the Document Management feature. Security for the payroll partner role should be configured so that the payroll partner can access only the document types required for ConnectedPay. In some exception cases, however, the payroll partner requires access to other features in Dayforce.

The customer role must include role access to the Document Management feature, as well as access to the specific document types used for ConnectedPay. The customer role will include access to other features in Dayforce as necessary.

User ID Pay Group Admin Access

When you set up user IDs for either payroll partners or customers to use ConnectedPay, you must also determine which pay groups they can access.

For ConnectedPay configurations, you must add the pay group admin access to both the payroll partner user ID and the customer user ID.

  1. Go to System Admin > User.
  2. Select the appropriate user ID.
  3. Click the Pay Group Admin Access tab.
  4. Click Add, and then select a pay group in the Pay Group list.
  5. Repeat step 4 for each pay group that you need to add to the user ID.
  6. Click Save.

Additional information is available in the section "Pay Group Admin Access" in the topic User Account Settings

Create ConnectedPay Document Types

You must configure the following document types for ConnectedPay for use in the Document Management feature. The steps for creating each of these document types is the same except for the names you enter in the Document Type and Description fields and the corresponding XREF codes you enter in the Reference Code field.

This table contains all of the document types you must set up for ConnectedPay.
Document Type and Description fields Reference Code field
<ISO code> Payroll Input <ISO_code>_PAYROLL_INPUT
<ISO code> Payroll Trial <ISO_code>_PAYROLL_TRIAL
<ISO code> Payroll Final <ISO_code>_PAYROLL_FINAL

Using Mexico for example, the document type and description are MEX Payroll Input, and the reference field code is MEX_PAYROLL_INPUT.

To create document types for ConnectedPay:

  1. Go to Documents > Admin > Document Types and click Add.
  2. In the Document Type and Description field, enter <ISO code> Payroll Input.
  3. Click the File Type drop-down and select the file format types that will be used: for example, PDF, CSV, DOC, DOCX, XLSX, SLTX, XML, and so forth.
  4. In the Reference Code field, enter <ISO code>_PAYROLL_INPUT.
  5. In the Entity Type list, select Pay Group Calendar.
  6. In the Available Roles list field, select and move the payroll partner role and customer role to Roles ('Visible To' only applies for documents attached to employees)*.
  7. Click Save.
  8. Repeat steps 2 to 7 for the Payroll Trial and Payroll Final document types.