Business Owner Group access is configured for users in HR Admin > Groups, where you add users to a specific group and set the Group Type drop-down list to Payroll Import.
Business Owner Groups are intended to be a customer defined grouping of team members. The intent is to group users together to view and act on transactions only related to their own team members in their respective group. Business Owner Groups work in conjunction with the Payroll Import Access security.
If the user doesn’t need the Business Owner view, that user must still have user access to deduction and earning groupings, set up in System Admin > User. The user's role must also be configured as a Master User. See Payroll Import User Access.
Members of the group are either added automatically using eligibility criteria (with the Use Eligibility Criteria checkbox selected), which requires you to choose the eligibility criteria, or you can add user members to the group by selecting them in the Members tab and adding them individually.
The following is a list of the eligibility filter options available in HR Admin > Groups when you create a group, select Payroll Import in the Group Type drop-down list, and have the Use Eligibility Criteria checkbox selected:
- Include Departments
- Exclude Departments
- Include Org Levels
- Exclude Org Levels
- Include Job Families
- Exclude Job Families
- Include Employee Groups
- Exclude Employee Groups
- Include Employee Properties
- Include Jobs
- Exclude Jobs
- Primary Jobs Only: checkbox
- Include Job Assignments
- Exclude Job Assignments
- Include Locations
- Exclude Locations
- Primary Locations Only: Checkbox
- Include Employment Statuses
- Exclude Employment Statuses
- Hire Date Within Last: Field for number of days
- Hire Date Within Next: Field for number of days
- Hire Date Is On or After
- Hire Date Is On or Before
- Rehire Date Within Last: field for number of days
- Rehire Date Within Next: field for number of days
- Rehire Date Is On or After
- Rehire Date Is On or Before
- Include Work in State/Province
- Exclude Work in State/Province
- Include Pay Groups
- Exclude Pay Groups
- Include Pay Classes
- Exclude Pay Classes
- Include Pay Types
- Exclude Pay Types
This screenshot illustrates the Members tab in HR Admin > Groups, where you can add employees to a Business Owner Group manually: