How to make a manager a Payroll Manager
Payroll Feature Availability: Payroll reporting is available only on certain HRLocker subscription packages. If your company does not have the payroll feature enabled, please contact HRLocker support to upgrade your package.
To grant employees access to payroll reports, they need to be a manager in HRLocker, assigned the role of Payroll Manager and given Payroll Reporting Access.
Follow the steps below to configure this in HRLocker:
Steps to Enable Payroll Reporting Access
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Make the Employee a Manager:
- Navigate to the employee's profile in the Directory.
- In their Summary tab, change their role to Manager.
- Click Submit to save the changes.
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Assign Payroll Manager Role:
- Go to the Permissions tab in the employee’s Directory settings.
- Ensure they have Directory Access enabled.
- Select the checkbox for Payroll Manager.
- Click Submit to save the changes.
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Grant Payroll Reporting Access:
- In the Permissions tab, ensure the employee is given Reports Access.
- Specifically, enable access for Payroll Reporting.
- Click Submit to finalize the setup.
For HRLocker Admins:
- For admins, the setting to make them a Payroll Manager is available directly in their Summary page. Assign them the role and follow the steps to ensure proper reporting permissions are granted.
By completing these steps, the employee will now have access to payroll reports in HRLocker.