The options available for the user are located in System Admin > User when you select a user and click the Payroll Import tab. The tab is divided into two subsections: Import Type and Deduction and Earning Groupings, each of which has two toolstrip buttons, Add and Delete. You can add access to individual deduction and earnings groupings, or you can control access to earnings and groupings using Business Owner groups.
Details about Business Owner groups is available in Business Owner Groups for Payroll Import Access.
The Import Type and Deduction and Import Groupings sections are for granting user access to groupings for deductions and earnings for Payroll Import. Groupings for deductions and earnings are configured in Payroll Setup > Groupings.
In the Import Type section, you add an entry and select one of the available import types: Quick Entries or Payroll Elections.
In the Deduction and Earning Groupings section below, you add an entry and select an option in the Type drop-down list (Earning or Deduction). In the Grouping drop-down list, you select any available groupings set up for the earning or deduction that you selected. You also select or enter a date in the Effective From field.
Earnings and deduction groupings can overlap. For example, a Bonus 1 earning code might belong to a one earning grouping called Compensation and to another earning grouping called Awards.
Important: All users who need to access deduction and earning groupings in Payroll Import must have access added to their user name in System Admin > User by selecting the user, clicking the Payroll Import Access tab, then scrolling to the Deduction and Earning Groupings section and adding the necessary groupings.
You can add the Payroll Import - Master User role feature to a role associated with a user name in System Admin > Roles by selecting the role, expanding Payroll Import, and selecting Payroll Import - Master User. The Payroll Import - Master User role feature adds an Admin Default that overrides the Business Owner view. The Admin Default Business Owner access is for users that don’t want to use groupings for security.
If the user doesn’t need the Business Owner view, that user must still have user access to deduction and earning groupings.
You can configure the Admin Default Business Owner role feature by navigating to System Admin > Roles, selecting a role, expanding Payroll Import, and selecting the Payroll Import - Master User checkbox, then clicking Save.