Manage Permissions for Payroll

Just as the smooth execution of daily operations is essential to a practice’s success, managing the provider payroll efficiently is equally important. Before using the payroll system, practices must first set up the appropriate permissions.

Explore this video for a thorough walkthrough.

To enable Permissions,

• Navigate to the System Menu > select Practice Settings > Administration > Profiles.

• Click Manage Permissions for the intended profile.

• Select Payroll.

• Practices can enable permissions for the Overview and Generation and Setup of payroll.

• Under Overview And Generation, select the following options:
  • Overview: Ability to view Overview section.
  • Generate New Payroll: Ability to generate new payroll.
  • View Payroll provides access to the provider's payroll information within the practice.
  • Void Payroll gives access to void a generated payroll.

Note:

• Enabling ONLY the Overview permission gives providers the ability to view their own payroll.
  
• Providers under the Super Admin profile have the ability to view the payroll of any provider.

• Under Setup, select the following options:
  • Add/Edit/Delete Payroll Profiles gives you permission to manage and update your payroll profiles.
  • Make changes to Provider Setup allows access to modify the provider setup.
• Click Save.

• On the Confirm Action modal that appears, click Yes to proceed.

• A toast notification appears on the top right stating, 'Profile updated successfully'.

Practices can use this simple guide to configure permissions for managing payroll effectively.

Click here to explore the complete list of permissions and their descriptions.