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Only Admin users can edit tasks on the portal. The tasks in this list are used on the Payroll Task Dashboard to track payroll completion.
To open the Task Admin list select Tasks from the Admin menu.
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The page lists the tasks that are relevant for the payroll services managed by your office. To view the full details or edit the rules for a task click on the task desciprion description in the list.
Reordering Tasks
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Once the payroll is added to the list you can edit the rule details. To save any changes click on the SAVE button at the bottom of the page.
Adding a New Task
You can add a new task to be used by the payroll services you manage. The tasks you add here won't be visible to any other office. To add a task click on the ADD A TASK button at the top right of the Task list page.
Enter a description of the task and then click on the SAVE button.
You should then add the payrolls that this task applies to by selecting them in the list and clicking on the