Page Comparison

Give your user(s) permission to the features required.

Maintenance > Role-Data Groups:

• Gross Wage > Suppliers - ability to create and manage Suppliers / Umbrella Companies

• Interpreter Results > View Proforma Remittance - ability to view Proforma Remittance documents where generated on an interpreted, reviewed timesheet. This will occur where the Supplier/Umbrella Company is configured to generate Proforma Remittance.

https://fasttrackservice.atlassian.net/wiki/spaces/FV1OH/pages/2775515219/Maintenance+Role+-+Data+Groups+-+Security+Permission+for+Suppliers

Create the required document formats

Maintenance > Document Format:

• Proforma Remittance. Use ‘Type’ of Proforma Remittance if you will be using is process.

• Payslip Remittance - Use Payslip > Format Type Supplier (to create consolidated payslip remittances, else use Payee). 

Document Designer > Document Format Groups - Proforma Remittance Formats (CPT & v12.15p2)

Maintenance > Document Designer > Document Format - Supplied Payees

Create Document Format Group

Maintenance > Document Format Group. Use ‘Group Type’ Pay. Assign required Payslip and Proforma Remittance (if required).

Document Format Groups

Create Email Templates

Maintenance > Pay/Bill Email Template

Proforma Remittance. Use ‘Type’ of Proforma Remittance if you will be using this process.

Payslip Remittance. You may wish to create a new template for payslips that are of ‘Type’ Supplier where consolidated remittances are utlisied.

Maintenance > Pay/Bill Email Template - Proforma Email Template for Suppliers

Maintenance > Pay Bill Email Template - Payslip Email Template for Supplied Payees

Create Suppliers / Umbrella Companies

Payroll > Suppliers:

Set up the required suppliers of 'type' 3rd Tier Agency and or Umbrella and assign the required Format Group, if Proforma Remittances are required etc.

When the record is saved, a welcome email is sent to the email address with login details to enable the person to download the payslip remittances (this will be required where the Maintenance > Hierarchy > Middle/Back Office Country Setting ‘Pay Document Delivery Type:’ is set to URL link. Where this is not set the remittance will be an attachment, and will not require a password).

Payroll > Supplier Maintenance

Create Payees linked to Supplier / Umbrella Company

Payroll > Payee:

Set up payees of Payee Type 3rd Tier Agency and or Umbrella and link them to the related Supplier Record.

Payroll > Payees - Creating & Managing Supplied Payees