How do I set the in house payroll in IRIS myePayWindow

12248

How do I set the in house payroll in IRIS myePayWindow

18th May 2021

IRIS My ePay Window

The In House Payroll facility within My ePay Window allows you to hide a company from the main administrator screen. This would restrict access to your internal payroll from other administrators

When would you use it?

• If you have multiple users accessing My ePay Window and you want to hide your internal company from these users
  Note: This is not the same as giving access to a single client or company. While the idea is similar, client or company access still leaves the company listed on the administrator employers list

When would you not use it?

• If you are the only person who accesses the administrator area of My ePay Window
• You only have a single company
• You only have multiple companies within your organisation and you don’t need to hide from other administrators

My ePay Window allows a company level login – this gives payroll bureaus and accountants the ability to give their clients access to their employees (no other companies will be visible)

They can use the same email address as any other My ePay Window account. However, the usernames must be unique – This is not the same thing as In House Payroll – If you would like to give companies access please let us know and we will send you instructions.

You can restrict access to menus and enable read-only mode if you desire -please see the help guides for more information on user permissions
https://www.iris.co.uk/epaysupport

In House Payroll
When you mark an employer as an In House Payroll – it removes this company from the main bureau employer list and assigns it to the Employer

. Therefore, if you don’t create the user account first the company will disappear and will need to go via support

There are 3 user levels

Level 1 – The Bureau Account – this is the main admin account and has full control over all employers (not ticked as in house payroll)

Level 2 – Employer Access  – this is the login to see and administer a single company – for in house payroll accounts its recommended you use a separate email address as well as a username – this stops any “forgotten password” requests from going to the wrong place

Level 3 -This is the employee account

 To create a user

1. Click on Employers on the menu on the left

2. Select the company and click Administration

3. Click Add User on the Top Right

4. Fill out the information

5. Click All Employees – Full Access

6. Click Add
7. Click the user’s name
8. Click Invite/Reinvite

9. Click Invite and follow the instructions on the invitation email sent to the email address created above.
   This may take a few minutes to be received

If all works ok log back in as the Bureau Admin account

1. Click on Employers on the menu on the left

2. Select the company and click Administration

3. Click Details

4. At the bottom of the screen mark it as In House Payroll

5. When you log out and back in the employer will be removed from the employer listing but the Level 2 user (the company level) can still have access and administer the account.