Payroll Settings
Configure payroll report access and weekly reporting
Company admins can manage which payroll report tiles are available inside Payroll Reports and whether weekly payroll reporting controls are visible.
View screen examples (1)
- 1Open Settings > Firm
Update report access
- 1
Open Admin > Settings.
- 2
Select the Firm tab.
- 3
Scroll to Reports.
- 4
Select or clear the payroll reports that should be available in the workspace.
- 5
Leave CFS/provision reports unselected unless the company specifically uses those client-specific formats.
- 6
Keep Custom Component Report enabled when reviewers need to generate component-specific previews or exports.
- 7
Keep Salary Changes enabled when reviewers need month-over-month component movement before approval.
- 8
Save changes.
Weekly payroll reporting
The weekly reporting control is lower in the Firm settings Reports area. Do not rely on the top settings screenshot for this step; scroll down until the Enable Weekly Payroll Reporting switch is visible.
- 1
Turn Enable Weekly Payroll Reporting on when weekly payroll selectors should appear.
- 2
Turn it off when the company only uses monthly reporting.
- 3
Existing weekly runs still keep their saved basis when opened.
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