You can resend publish notifications if the document has already been published, by clicking the “Resend Publish Notifications” button for the selected record. This will send email notifications to any external payroll system contacts for the selected payroll system that have the contact type of “Gross Up” as assigned on the “Payroll System” -> “Reports” sub-tab.
External Payroll User Configuration
For external payroll users to be able to view domestic payroll documents on the portal they must be set up as users with the correct permissions, specifically the correct “Payroll Type Access” on the “User Maintenance screen”. A new “Payroll Report Type” has been added called “Gross Up”. The user must have this report role or the “Has All Payroll Report Type Access” checkbox must be checked.
Payroll System User Resource
After the user has been granted access to the new Payroll Report Type of “Gross Up”, a resource must either be created, or an existing resource modified, that is associated with the external payroll user modified/created above. Make sure at the very minimum the resource has a “Role Association” of Payroll System Administrator and a “Company Association” of the desired company.
After the resource has been created/modified with the above criteria, the resource must be assigned to the payroll system that the domestic payroll documents are being posted for, and given the correct contact type.
Click “Companies” from the top navigation tab bar.
Select the company whose payroll system you want to assign this resource to.
Click “Company Configuration” in the left navigation menu to expand its contents, and click “Payroll Systems”.
Click either “View/Edit” or “New” to create/modify a payroll system.
In the sub-tabs for the payroll system click the “Reporting” tab.
Under the “External Portal Contacts” section, click “New” to add the resource you modified above, and select the resource name from the drop down under the “External Payroll Contact” column. Select the “Contact Type” of “Gross Up”. If this is the only external contact there, check the “Primary” checkbox. If you want them to receive the automatic email notifications, click the “Send Notifications” checkbox and click “Save”.
Payroll Portal View
When the external payroll user logs into the payroll portal they will first be presented with the home screen. If they are assigned to more than one Payroll System, they will have the option of selecting the payroll system they are downloading the Domestic Payroll documents for. Once they have selected their payroll system, they will click on the “Download Files” menu from the left hand navigation menu, and will be taken to a screen that looks similar to the one above. From here they will be able to download the documents.
Domestic Payroll Portal Sample Notification Emails
Above are samples of what the notification emails that are sent to configured external payroll users look like when an internal payroll coordinator posts, un-posts documents to the payroll portal, or clicks the “Resend Notifications” button.