Pay Cycle Admins are admin users with limited access to a PayHero company. They can be assigned to the applicable Pay Cycle(s) and will then have restricted access to PayHero where only information relating to those employees within their designated pay cycle(s) will be displayed.
This includes managing the following:
Inviting Pay Cycle Admins
Inviting a new Pay Cycle Admin is done through Manage > Settings > Admin. Select the Pay Cycle Admin option from the Role drop-down list. Next, under Pay Cycle, select the pay cycle the user will be administering.
Click Invite to send an invitation email to the specified email address.
Adding Pay Cycle Admins to more Pay Cycles
Once there is an active Pay Cycle Admin in the PayHero company, you will have the Pay Cycle Admins tab on all pay cycles under the Manage > Pay Cycles area of PayHero. Here you can add an existing Pay Cycle Admin to another pay cycle to have them start managing another group of staff.
First, click on the Pay Cycle Admins tab and click the green button. Select the applicable Pay Cycle Admin from the list to include them. Each pay cycle can have as many Pay Cycle Admins as required.
Removing Pay Cycle Admin Access
To remove a Pay Cycle Admin from a particular pay cycle and prevent the employees in that pay cycle from appearing for the user, this is done via Manage > Pay Cycles.
Select the Pay Cycle Admins tab on the chosen Pay Cycle and click 'x' alongside the Admin you wish to disassociate from that pay cycle.
To remove the Pay Cycle Admin's access to the PayHero company as a whole, this is done through the Manage > Settings > Admins section. Select 'x' alongside the chosen Pay Cycle Admin to remove their user access.
Functionality in this section is very similar for Pay Cycle Admins as it would be for a standard Administrators. This includes the recording, editing and deleting of time entries as well as expenses. For more information on using the Time section, please see our following articles:
The Pay Cycle Admin's view will be filtered to show only those employees in their associated pay cycle(s). Please note, timesheet imports are unavailable for Pay Cycle Admins.
Pay Cycle Admins have access to the same Leave calendar as a standard Administrator, however they can only view their own pay cycles' employees.
For details on recording leave, please see our Leave Requests support article.
Pay Cycle Admins are only able to process the payroll for their own pay cycle(s). For companies with Pay Now active, this function is not available to be used by Pay Cycle Admins. An option to download a Bank Batch File can be used instead.
The Payroll > Sent section will be a filtered view only showing pays processed against the Pay Cycle Admin's pay cycle(s). Please note, One-Off Pays cannot be viewed or created by Pay Cycle Admins.
For a guide on running a payroll, please see our Processing a Pay Run support article.
Insights & Reporting
Functionality through Insights is the same for Pay Cycle Admins, however any reports built will only return details relating to their own pay cycle(s) staff members.
For more details on using the Insights area of PayHero please see the following:
PDF Reports are also available to download by Pay Cycle Admins which are covered here: PDF Reports.
Pay Cycle Admins have restricted access to the Manage area of PayHero.
Pay Cycle Admins can create new employee records who will then be available to include into their designated Pay Cycle(s). For details on creating new staff records, please see Adding a New Employee.
Pay Cycle Admins also have full access to view and edit any of the employee records for their own pay cycle staff members.
Pay Cycle Admins are able to remove any staff as required from the pay cycle(s) they administer. They are also able to add any new or existing employees who haven't already been designated to a pay cycle, into their pay cycle.
If the Pay Cycle Admin manages multiple Pay Cycles, they are able to move employees between them.