Adding Report Users and Assigning Reports for Distributions

Before setting up a user to receive reports from either distributions or scheduling, a User Account needs to be created in the Company Users screen first.

If they already have a User Account, navigate to the Reporting tab and select the desired pay group from the combo box. Right-click on Users and select Add User. Select the desired user from the list in the Select User window to add them to the Pay Group.

Select the required reports for both authorisation and final distributions by ticking the relevant boxes. Save the changes.

Sometimes limiting information on reports may be required. Things such as allowing a manager to only get information regarding their reportees and not the whole company can be done by setting up report filters.