Just as the smooth execution of daily operations is essential to a practice’s success, managing the provider payroll efficiently is equally important. Before using the payroll system, practices must first set up the appropriate permissions.
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To provide permissions for a specific profile:
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- On the Manage Profiles page, click Manage Permissions on the intended profile.
- Select Payroll from the left.
- Enable the following permissions by checkmarking the relevant checkboxes to fully utilise Payroll Generation.
- Generate New Payroll to access and create a new payroll.
- View Payroll permission provides access to the provider's payroll information within the practice.
- Void Payroll permission provides the ability to void a generated payroll.
- Enable the following permissions by checkmarking the relevant checkboxes to fully utilise Payroll Setup.
- Add / Edit / Delete Payroll Profiles permission allows you to add, update, or delete your payroll profiles.
- Make changes to Provider Setup permission allows you to modify the provider setup.
- After granting all permissions, click Save.
Practices can use this simple guide to configure permissions for managing payroll effectively.