Overview:
- Find out how to set up Wiise Payroll Users
Why set up Wiise Payroll Users?
Setting up Wiise Payroll Users lets you control who can access and manage payroll, ensuring secure and efficient handling of payroll tasks. This helps you manage permissions for team members effectively.
Note: Before you start, you’ll need to have Wiise SUPER user access to complete this step.
How to set up Wiise Payroll Users?
Here are the steps to set up these Wiise Payroll users in Wiise:
- Payroll Officer
- Timesheet Administrator
- Timesheet Approver
- Timesheet Owners
Note: The Timesheet Owner can either be the employee themselves, who enters their own timesheet, or someone assigned in Wiise to complete and submit the timesheet on behalf of the employee.
Note: A Timesheet Administrator can access any time sheet and then edit, change, or delete it.
Note: A Payroll Officer can add, update and maintain employee information, including personal details, pay rates and tax. They can calculate and process employee pay, generate payroll reports and reconcile payroll accounts.
Note: In User Setup you can set up the Payroll Officer and Timesheet Administrator.
Note: In Resources, you can set up Timesheet Approvers and Timesheet Owners.
Set up Payroll Officer and Timesheet Administrator
Here are the steps to set up a payroll officer and timesheet administrator in User Setup.
- Search for User Setup in the top right-hand corner of the page. Select the related link and the User Setup page displays.
- Enter the user in User ID.
Note: The user needs to be an active licensed Wiise user. - On the User ID row, enable the Payroll Officer tickbox to see and use the functions
- On the User ID row, enable the Timesheet Administrator tickbox to see and use the functions.
- You’ve set up a user with Payroll Officer and Timesheet Administrator functions.
Note: Resources are individuals that your business uses to complete tasks or projects and can be people, equipment or services offered.
Note: Timesheet Approvers can approve, reject or reopen a timesheet.
Note: Timesheet Owners can enter the hours they’ve worked on a timesheet and submit it for approval.
Set up Timesheet Approver and Timesheet Owner
Here are the steps to set up the timesheet approver and timesheet owner in Resources.
- Search for Resources on the top right-hand corner of the page. Select the related link. The Resources list displays.
- Select New to add a new resource or select an existing resource to update.
- In the Resource Card, select the Timesheet Approver User ID in the General section. Enter the timesheet approver’s name.
- In Timesheet Owner User ID, enter the timesheet owner’s name.
- You’ve set up the Timesheet Approver and Timesheet Owner.
What’s next?
Find out how to set up Employees.
If you have any questions, please reach out to support@wiise.com