Task Admin

Task Admin List

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. 

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 description 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.

Task Rules

The rules to calculate when a task is due to be completed in each pay period can be based on various dates within the pay period. They can either be due on that day or be offset by a number of working days from that date. The options are:

• the payment date
• the pay period start date
• the pay period end date
• a specific day of the month (with this option you must also choose the day)
• a specific day of the next tax month (with this option you must also choose the day)

Most often tasks are due a number of working days before the payment date. The rules also allow a time to be set. If no time is set the task will be due by close of business on that day. The description to the right explains what has been chosen for each rule.

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 

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 add icon