Data Entry and Report Security Home | FAQs & Troubleshooting

 

Payroll tasks and reports are available based on the security setup in Role Maintenance.

If you set up security by department in Department Maintenance, the following tasks require access to all departments:

• Periodic Time Off Accrual
• Federal and State Tax Reporting
• Period End Processing
• Tax Profile Maintenance
• ACA Applicable Large Employer Report

For individual records and report data, authorization is determined as follows.

• For tasks in which you can view or edit a single employee record, such as Employee Maintenance, you can retrieve a record only if you have access to the employee's department. If you do not have access to a record, it does not appear in lookup views or when using the First, Last, Prior, and Next buttons to browse through records.

• For report tasks in which you can select a range of employee numbers, if the selection criteria includes records for departments that you do and do not have authorization, the report is generated with the records for the authorized departments.

  If the selected data includes no records for authorized departments, you’ll be asked to change your selection criteria. If the report contains summary or recap sections, those sections contain information only for the authorized departments.

  The Check Register and the Employer Expense Summary are exceptions. You must have access to all departments for the employees included in the current pay cycle in order to print those documents.