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Understanding the Employer Basic role

The Employer Basic role is designed for employers whose payroll data typically requires only minimal monthly changes.

It is the light version of the Employer Standard role.

This role allows employers to quickly access payroll-relevant documents, payroll reports, and their messages in one place.

Users can also upload documents and send new messages.

This ensures that all relevant information can be reviewed and processed efficiently.

  1. When logging in with the Employer Basic role, you can access the following sections:

    - Home - the dashboard

    - Documents

    and can also edit them.

     

  2. From the Home dashboard , you can navigate directly to the Documents and Messages sections.

    The dashboard shows the number of shared documents from the last 30 days, the option to upload documents, and unread messages from the payroll specialist (PRS), which you can review and respond to.

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  3. Via the Message tile navigate to your unread messages.

    A new page will open showing an overview of "Inbox", "Sent" and "Completed".

    Notice

    Whenever a new message arrives, a document is uploaded, or payroll has been completed, you will receive an email notification at the email address stored in the system.

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  4. As described above, documents can be accessed either through the Home dashboard or directly via the Documents menu.

    Here you can view your company’s documents, upload new documents and download payroll reporting packages

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