Workstream Payroll permissions give you control over who can access and manage payroll functions.
Super Admins have full access by default but can assign permissions to others. You can delegate setup tasks like configuring tax entities, managing payroll operations, and handling reports, or grant management access for editing employee pay details and reviewing payroll analytics.
This ensures sensitive information stays secure while empowering the right people to manage payroll effectively.
đ Where to assign payroll permissions: Go to Admin View âș Access Control âș Roles and Permissions (you need the Edit user permission), or use the Permissions step when you add or edit a user.
Assign payroll setup permissions
These are in the Payroll setup management group. Super Admins automatically have all of these permissions, but they can delegate access to other users as needed.
Configure Payroll: Lets users set up Payroll tax entities and manage Payroll users for each company. Selecting it also selects Manage Payroll Operations, because users who can configure Payroll have access to manage Payroll operations for all tax entities
Manage Payroll Operations: Lets users run Payroll, view payroll documents, and view and download payroll reports
Approve payroll: Lets users approve payroll. It requires Manage Payroll Operations
Assign payroll management permissions
These are in the Payroll management group.
Manage team members' job and pay: Lets users manage employee compensation, job details, and roles within the payroll system. Users can edit pay rates, job titles, and other employee-related information that directly impacts payroll
Access to reports, dashboards, and analytics: Lets users access and view payroll reports, dashboards, and analytics. This is important for managers or HR staff who need to track payroll data, analyze trends, and review financial information related to employee compensation. It requires Manage team members' job and pay
Default payroll permissions
Super Admin: All payroll permissions
District Manager: None of the payroll permissions
General Manager: Only Manage team members' job and pay