Employee Security Type (User Roles)

Learn how to assign and manage employee security types through user roles in the system.

Also known as: Access Permissions.

Applies to: Administrator, Canada (en-CA)

Table of Contents

Employee Security Type 

One of the advantages of using a cloud-based payroll service is sharing payroll responsibilities amongst your team. Now when you create or modify an employee profile, you can set their security type – granting them access to various aspects of the payroll service (like recording the time your employees have worked) 


To give an employee a role other than Employee (default) go to EMPLOYEES>PROFILE>BASIC INFORMATION>EMPLOYEE ACCESS and click to open. 

Choose the Access Level you would like to have and click Save once done.  

 

There are 6 security types / user roles available in the system depending on your plan type.

  • Payroll Admin: This role (not visible in the employee profile) is your master account and is the default account used when you first create your company profile. (Available on all plans). 

  • Employee: This role can sign in to PayChequer to access pay history and tax forms.  (Available on all plans). 

  • Timesheet Manager: This role can add/edit time-based employees and complete payrolls for time-based employees. (Available on some business plans). 

  • Payroll Manager: This role can complete pay runs, add/edit employees, and use most reports.  (Available on some business plans). 

  • Timekeeper: This role can add regular hours for time-based employees.  (Available on some business plans). 

  • Read Only: This role can view anything that exists in the account but cannot perform any actions or make changes (Available on accountant plans only). 


Use the chart below to determine the access level you wish to grant your employees 

Item 

Employee 

Time Keeper 

Timesheet Manager 

Payroll Manager 

Payroll Admin 

Read Only 

View personal pay history and tax forms 


X






Enter Timesheets 



 






Import Timesheets 



 



 





Finalize time-based employee pay runs 



 



 


X




Enter additional earnings 



 



 



Finalize pay run for all employees 



 



 




 

View/Edit time-based employees 



 



 




 

View Reports 



 



 



 




View all employees 



 



 



 




Edit all employees 



 



 



 




Modify company settings / rules 



 



 



 

 


 

Generate tax forms 



 



 



 




Submit tax forms 



 



 



 




Close remittance period 



 



 



 



 


NOTE
To have staff access these additional features, they should login at  https://secure.paymentevolution.com/employee. They will not be able to access these payroll features from PayChequer.com 
 

On this login page there is a field for COMPANY.  Please enter the Company Alias to access the correct company. It will NOT recognize the Company Name 

 
They can also access their login from the main login page by clicking on EMPLOYEE LOGIN 

 

Once logged in, they will see their personal pay details.  They can switch views depending on their role type.  
Payroll managers can use the 'switch view' button to toggle between their own personal pay history and processing payroll for their company. 

 
The 'timesheets' link is available to timekeepers, timesheet managers and payroll managers and can be used to quickly enter the time worked by members of your staff. 


Read Only user will click on the Payroll button on the app switcher to view the account- they will not have an option to go back to their details from this view 

 


Some important notes

  • Employees should continue using  PayChequer.com to view their full pay history and tax documents.  

  • Self-entry of timesheets is not available broadly yet (but we’re working on it!) 

  • If you have a pay run in progress and it contains salaried staff, the timesheet manager can potentially see the wages of the salaried employees when finalizing the pay run. As a matter of practice, you should finish any pay runs with salaried staff before having your timesheet manager perform pay runs. 

  • If you terminate an employee, they will no longer have access to payroll functions but can still view their own pay history at PayChequer.com 

  • Roles are only assignable to employees you’ve profiled in the system (users outside your organization cannot be assigned roles at this time) 

  • Please email support@paymentevolution.com  to let us know the name of any authorized users on your account so our support team knows it is okay to speak with them directly. 


Roles Available by Plan Type 

  • Growth: Payroll Admin, Employee 

  • Business Basic: Payroll Admin, Employee, Time Keeper, Payroll Manager 

  • Business Plus:  Payroll Admin, Employee, Time Keeper, Timesheet Manager, Payroll Manager 

  • Accountants (included under EVOLV): All Roles, including Read-Only 

Keywords: User Type, Security Roles, Employee Type, Payroll Manager, Timesheet Manager, Admin, Access Permissions

Metadata:

396

Can't find what you are looking for? We can take a more direct look to help resolve your matter — Create Case or Contact Us