In order to use the payroll portal, the user will need to set-up Internal Contacts for portal upload/download notifications, and External Contacts for portal file/report availability notifications.
An external payroll user should also be created by following these steps:
Add a new user through the User Maintenance screen with the user type of External Payroll
Define what Payroll Report Type Access the user requires (Ex. Primary Payroll and Primary Payment Request)
Select Auto Create Resource
Through the Resource screen, define the user as a resource of Payroll System Administrator
Set the user as the Primary External Payroll contact for the Payroll System on the Reporting tab of the Payroll System screen.
To set-up the Payroll Portal, the following configuration steps will need to be completed:
Define Portal Page Configuration Template
Assign User Type Access of External Payroll to the following Pages:
Portal Payroll User Home Page
Portal Payroll User Downloads
Portal Payroll User Uploads
Document Uploader
Modify the Page Configuration by adding the following embedded controls to each page:
Equus Platform Portal Footer with a Location of PAGE_FOOTER
Equus Platform Portal Header with a Location of PAGE_HEADER
Equus Platform Portal Menu with a Location of SUB_MENU
For the Document Uploader, only 2 rows are required:
Portal Invisible Header with a Location of PAGE_HEADER
Portal Invisible Footer with a Location of PAGE_FOOTER
Note that each page should have a sequence of 1.
After the steps above have been followed, the portal page configuration template can be set as the system default.
Define the System level Portal Menu Configuration
Determine menu pane width (ex. 200 pixels).
Add menu categories (ex. Client Portal, Information, Management, Links & Change Password).
Define the Portal Menu Item Detail:
Menu Type of the Equus Platform Page
Sequence of 1
Category of Client Portal
Menu Caption (Ex. Payroll Portal - Home)
Equus Platform Page of Portal Payroll User Home Page
Optionally set-up the Upload and Download menus as well.
Add the External Payroll User type to the Menu Item User Type Access.
Define other attributes of how the portal should look to the external payroll users
This configuration step can be done through the Payroll Configuration screen.
Define page-level help for external payroll user assistance.
Determine how the contact us link should act.
Decide when the Internal Payroll System Contacts should receive notifications.
Portal Header/Footer Configuration (Optional)
Style sheets for the header and footer of the payroll report
Footer text for the payroll report (ex. Copyright ©2007 Equus Software. All rights reserved.)
Grant security access to the Payroll Portal screens to the Payroll Portal security role
For the Payroll Portal security role, the following View, Add, Edit, and Delete rights will need to be granted for the following screens:
Portal Payroll User Home Page
Portal Payroll User Downloads
Portal Payroll User Uploads
Document Uploader
Things to Note
Select the Publish button on a Payroll Reporting Batch to publish payroll reports to the portal.
In order for the report to be published, the report must be configured to do so on the Reporting tab of the Payroll System screen. Simply check the Publish to Portal field next to the applicable report.
Users with the Internal User or External User type can delete documents uploaded in the Payroll Files - Externally Uploaded screen.
If a payroll document in the Payroll Files - Externally Uploaded screen has been downloaded by an External User, the Internal User will no longer be able to delete the document.