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.
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.
The customer and the payroll partner each need their own role and corresponding user ID to access Document Explorer.
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 cases, however, the payroll partner requires access to other features in Dayforce.
The customer role must include role access to Document Management, and access to the specific document types used for ConnectedPay. The customer role will include access to other features in Dayforce as necessary.
Determine Pay Group Admin Access for User IDs
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.
- Go to System Admin > User and select a user ID.
- Click the Pay Group Admin Access tab.
- Click Add and then select a pay group in the Pay Group drop-down list.
- Repeat step 4 for each pay group that you need to add to the user ID.
- Click Save.
Configure Access to ConnectedPay Document Types
You must configure access the following document types for ConnectedPay for use in Document Management. The following document types have been configured for use with ConnectedPay Payroll:
| Document Type and Description fields | Reference Code field |
|---|---|
| Payroll Input | INPUT |
| Payroll Trial | OUTPUTTRIAL |
| Payroll Live | OUTPUTLIVE |
You might want to create specific document 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 cross-reference codes that you enter in the Reference Code field.
| 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 |
For example, using Mexico, the document type and description are MEX Payroll Input and the reference field code is MEX_PAYROLL_INPUT.
To create document types for ConnectedPay:
- Go to Documents > Admin > Document Types and click Add.
- In the Document Type and Description fields, enter <ISO code> Payroll Input.
- In the File Type drop-down list and select the file format types that will be used: for example, PDF, CSV, DOC, DOCX, XLSX, SLTX, or XML.
- In the Reference Code field, enter <ISO code>_PAYROLL_INPUT.
- In the Entity Type drop-down list, click Pay Group Calendar.
- In the Available Roles list, select and move the payroll partner role and customer role to Roles ('Visible To' only applies for documents attached to employees)*.
- Click Save.
- Repeat steps 2 through 7 for the Payroll Trial and Payroll Final document types.