Payroll gets its own workspace
What moves
When both modules are in the plan, Documents creates a Payroll workspace that is listed to people who can read payroll runs. Nothing moves into it by itself.
Before you start
- Documents and Payroll & WPS in your plan
Step by step
- SystemDocument Management
Creates the Payroll workspace when the licence is issued.
You see:A workspace named Payroll appears, tied to the permission to read payroll runs.
- Payroll managerDocument Management
Uploads a bank file or a signed run summary into it.
You see:The file is stored with versions and an audit trail.
- EmployeeDocument Management
Opens Documents.
You see:The Payroll workspace is not in their list.