Centralized Payroll Close process

For centralized payroll practices, the users involved in the Payroll Close process are divided into two types:

  • User A: Prepares the payroll data from locations or departments to be sent to the central payroll department. This user does not have access to perform the Payroll Close.
  • User B: Compiles payroll data sent by User A and performs the Payroll Close.

The existing Payroll Administrator security group allows User B full access to the Payroll Close process. To accommodate User A, create a security group that allows the member users to prepare the payroll data from individual locations or departments to send to the central payroll department.

To create this security group, copy the existing Payroll Administrator security group with access to the Export Now button but remove the Advanced Options link. To copy the security group, select Maintenance > Security > Group Security > Copy Security Group. See Team security.