How to Setup Payroll Custom View

Payroll Custom View lets you give a staff member limited payroll access, restricted to a specific list of employees. This guide shows you how to create the role, assign it to a staff member, and configure the payslip whitelist.

Caution

Staff with this role cannot view other employees’ payslips. Their access is limited to viewing and editing the payslips on their whitelist — they cannot generate files, view the summary, or perform other administrative tasks.

Steps

1. Open the Roles settings

   From the left sidebar, click Settings to expand the menu, then click Roles.

   

2. Click New Role

   On the Roles page, click New Role in the top-right corner.

   

3. Enter the role details

   On the Create a new Role form, fill in the following fields:

   • Company: The company the role belongs to
   • Role Name: Enter Payroll Custom View, or any other clear, descriptive name
   • Remarks: A short description of what the role is for

   Click Submit to create the role.

   

4. Open the new role

   You’ll return to the Roles page with your new role listed. Click Payroll Custom View in the Name column to open it.

   

5. Select the Custom View Access permission

   Scroll to the Role Permission Mapping section. In the Available Tasks list, click Payroll - Custom View Access to select it, then click the › button to move it across.

   Tip

   Use the search box above the Available Tasks list to find the permission quickly.

   

6. Save the permission

   Payroll - Custom View Access now appears in the Assigned Tasks list. Click Update below the lists to save the permission mapping.

   

7. Open the Employees list

   From the left sidebar, click Employees, then select Employees List. Click the name of the staff member you want to grant payroll access to.

   

8. Click Edit User

   On the employee profile, click Edit User in the top-right corner to enable editing.

   

9. Assign the role

   Open the Role & Permissions tab. In the Available Roles list, click the new role — shown as Acme Corporation - Payroll Custom View — to select it, then click the › button to move it across.

   

10. Open Payroll Assignment

    The role now appears under Assigned Roles, and a Payroll Assignment section becomes available. Click Payroll Assignment in the left panel.

    

11. Select employees for the whitelist

    In the All Employees list, click an employee to select them, then click the › button to add them to the whitelist. Repeat for each employee this staff member should have payroll access to.

    

12. Review the Payslip Whitelist

    The selected employees now appear under Payslip Whitelist. As the note below the lists explains, only employees on the right can have their payslips viewed by this person.

    

13. Save the assignment

    Click Update in the top-right corner. You’ll see a success message: “Employee updated successfully”.

    

Related Guides

• How to Generate Payroll Report
• How to Update an Employee Payslip in Payroll Month
• Step by Step Guide to Create Payroll for the Month