How to set up Mobility payslips in my payroll

Review Access Control

Ensure that you have full access to the Basic Company Information Screen on Access Control.

1. From the Main Menu, select Company.
2. Choose Access Control.
3. On Advanced Page 1, give Full permissions to the Basic Company Information Screen.

Access the Mobility Company Setup Screen

1. From the Main Menu, select Payroll, then Mobility.
2. Choose Company Setup.

Agree to the Terms and Conditions

1. If you agree with everything you have read in the Disclaimer, tick ‘I agree to the terms’.
2. At this point, ‘This Company uses Mobility’ become enabled.

Activate the Company for Mobility Payslips: 

1. Tick ‘This Company uses Mobility’.
2. The fields in the ‘Create Company for Mobility’ now becomes available.

Create a Company for Mobility to register in the cloud

The Company Information will default from the Basic Company Information Screen. However, changes made to this screen won’t change the Basic Company Information Screen. The maximum field length is 50 characters.

You won't be able to change the following details:

• Total Employees: Total Number of Employees in the Company as per the Initial Entry Screen of the Company
• Date: This will default to the Processing Period End Date of the Company
• Version: This is the software version of your current payroll software

Once you've complete the Company Detail, click the ‘Upload’ button to register the Company Information in the Cloud.

Complete Administrator Details - Upload in the Cloud

Once you've uploaded the Company, you'll need to compete the Administrator Details. The maximum field length for the Email Address is 50 characters long.

The Administrator email will be the Email Address used as the ‘From Email Address’ for employee activation emails.

NOTE: Currently the Admin user doesn’t have any other rights than a standard user. You must, however, register an Admin user to use Mobility.

Once you've completed the information, click ‘Upload’.

At the bottom-right hand side of the screen, a message indicates:

• The last time Company Details were updated
• Whether the Admin User has been created
• The last time Admin Details were updated

CAUTION: If you haven't completed the Company Setup, you can't access the Employee Setup.

Access the Mobility Company Setup Screen

1. From the Main Menu, select Payroll, then Mobility.
2. Choose Employee Setup.

Step 1 - Generate Employee Consent forms

All employees need to provide consent for the employer to upload the employee payslips to the cloud.

The employees will access their payslips through the mobile app or website.

Once employees have signed and returned their forms, you can continue to the next step.

Step 2 - Activate Consent Flags

This step will allow you to activate Mobility per employee record:

• 2.1 - Select the employees
• 2.2 - Activate the consent flags per employee

The system flags the record on the Employee Information (IS) screen Analysis tab, under the section ‘Mobility and Self Service’ 

Step 3 - Upload Selected Employees

This step will upload the records to the cloud website. Ensure that all employee records have a valid email address and cellphone number on the Employee Information (IS) Personal Details tab.

• 3.1 - Select the employees
• 3.2 - Upload selected employees