Task Admin List
Only Admin users can edit tasks on the portal. To open the Task Admin list select Tasks from the Admin menu.
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 in the list.
Reordering Tasks
You can reorder the tasks by grabbing the drag handle
and moving the task to a new position in the list. When you are happy with the new order click on the SAVE button.Viewing a Task
Many of the tasks apply to all clients in all offices so cannot be edited. You can view the details of these tasks and the default rules for the task by clicking on the task description in the list. If the default rules are incorrect and need to be updated contact support who can make this change for you.
If you manage a payroll service that doesn't follow the default rules for when the task is due, you can add specific rules to override them.
Adding Specific Rules
The section at the bottom of the page allows you to manage the specific rules for your payroll services that don't fit with the defaults. To add a new rule select the payroll service from the drop-down list. and then click on the add icon
One the payroll is added to the list you can edit the rule details.