Implementing advanced customization of Payroll

Introduction

As a platform admin, you can set up advanced customization for Payroll to enable or restrict the following:

• Access to payroll information of specific audiences in in Payroll and the Salary tab on employee profiles
• Ability to view and edit specific payroll information and/or perform pay run actions.

You can do this by configuring permission-based rules in the Customization tab in your business settings.

Objective

In this tutorial, you will learn how to implement three types of advanced customization in Payroll to do the following:

• Enable payroll managers to view payroll information of only one audience
• Restrict payroll managers from requerying pay runs
• Enable HR admins to view salary information on profiles of only one audience

The scenarios described in this tutorial are examples that illustrate how to implement each type.

Prerequisites

Audiences that includes all employees whose payroll data you want to grant access to or restrict

Procedures

Enabling payroll managers to view payroll information of only one audience

This example describes how to configure the Employee Listing permission to enable payroll managers to view payroll information of only one audience.

Do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Customization > User Interface.

3. Click each of the following options to expand them:

    EmiratesHR

       Business Payroll

   In the Business Payroll section, the Payrun UI customization component is displayed.

   

4. Click Payrun and click the settings ( ) icon.

   

   The Rules dialogue is displayed. In this example, a rule to hide the Pay Runs tab in Payroll from all employees is already set up.

   

5. Click + Add New Rule.

6. Expand the new rule and enter the following details:

   1. In Role, select PAYROLLMANAGER to set up the rule only for payroll managers.

   2. (Optional) In Comment, document the details of the rule you are setting up.

   3. In the Permissions section, click + Add Permission.

   4. Enter the following details for the new permission:

      1. In the Permission drop-down menu, select Employee Listing.

      2. In Audience, select the audience whose payroll data you want to enable payroll managers to access.

         In a scenario where you need to provide access to the data of more than one audience, you can select all required audiences when configuring this permission.

      3. (Optional) In Comment, document the details of the permission you are setting up.

      

   5. In the bottom of the Rules dialogue, click Save.

Payroll managers can now view payroll information only of employees who are part of the selected audience.

Restricting payroll managers from requerying pay runs

This example describes how to configure a permission to hide the Requery button from payroll managers when viewing pay run details.

Do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Customization > User Interface.

3. Click each of the following options to expand them:

    EmiratesHR

       Business Payroll

   In the Business Payroll section, the Payrun UI customization component is displayed.

   

4. Click Payrun and click the settings ( ) icon.

   

   The Rules dialogue is displayed. In this example, a rule to hide the Pay Runs tab in Payroll from all employees is already set up.

   

5. Click + Add New Rule.

6. Expand the new rule and do the following:

   1. In Role, select PAYROLLMANAGER to set up the rule only for payroll managers.

      By default, the Visible toggle button is enabled for the new rule. This configuration enables payroll managers to access the Pay Runs tab even though it is hidden from all other employees.

   2. (Optional) In Comment, document the details of the rule you are setting up.

   3. In the Permissions section, click + Add Permission.

   4. Enter the following details for the new permission:

      1. In the Permission drop-down menu, select Requery.

      2. Disable the toggle button to set it to False.

      3. (Optional) In Comment, document the details of the permission you are setting up.

      

   5. In the bottom of the Rules dialogue, click Save.

The Requery button in the upper-right corner of the Pay Runs tab is now hidden only from Payroll managers.

Enabling HR admins to view salary information on profiles of only one audience

This example describes how to configure a permission to enable HR admins to view salary information of only one audience in their respective employee profiles.

Do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Customization > User Interface.

3. Click each of the following options to expand them:

    EmiratesHR

       Employee Profile

   In the Business Payroll section, the Salary Tab UI customization component is displayed.

   

4. Click Salary Tab and click the settings ( ) icon.

   

   The Rules dialogue is displayed. In this example, a rule to hide the Salary tab on employee profiles for all employees is already set up.

   

5. Click + Add New Rule.

6. Expand the new rule and do the following:

   1. In Role, select HRADMIN to set up the rule only for HR admins.

      By default, the Visible toggle button is enabled for the new rule. This configuration enables HR admins to access the Salary tab on employee profiles even though it is hidden from all other employees.

   2. (Optional) In Comment, document the details of the rule you are setting up.

   3. In the Permissions section, click + Add Permission.

   4. Enter the following details for the new permission:

      1. In the Permission drop-down menu, select Audience.

      2. In Audience, select the audience on whose profiles you want to enable HR admins to view the Salary tab.

         In a scenario where you need to provide access to the salary information of more than one audience, you can select all required audiences when configuring this permission.

      3. (Optional) In Comment, document the details of the permission you are setting up.

      

   5. In the bottom of the Rules dialogue, click Save.

HR admins can now view the Salary tab only on profiles of employees who are part of the selected audience.