Setting Global Configuration

Select one of the following options:

Note the following:

Enter the default form that should display for Service Providers and Worksite Managers when they log in to the system. The default template IDs are HRPY.WORK_DASH for service providers and HRPY.WORK_WS.HOME for worksite managers.

Note: The system validates these form names to ensure that the entry exists and is active in HRP.USER.PROCESS. If you enter an invalid form name, such as a misspelled or "junk" name or disabled/inactive user process, an error message displays, "The entry for [Home Page, Service Provider] or [Home Page, Worksite Manager] is invalid." Click OK to continue.

Select this field to open the Dashboard Access form, where you can control the dashboard view for your clients. (See Controlling Dashboard Views for more information.)

Note the following:

Set a pre-populated favorites menu for Service Providers, Worksite Managers, or Trusted Advisors.

Select this option if your organization has separate processes for printing and shipping payroll advices and reports. On the Users form, under Account Management Roles, you can assign the Payroll Processor (Print/Mail) role.

Note: If you enable the Separate Print/Ship Functions option, you can select Do Not Allow Self-Services Clients to Print to enable the Print feature in self-service clients' payrolls. Once a payroll is finalized, it displays in the print/ship only payroll processors' queues.

You can only select this option if you already selected Separate Print/Ship Functions. This enables self-service Worksite Managers to either Print or Finalize and Print payrolls from the Client Payroll form. Once a payroll is finalized, it displays in the queues of print/ship-only payroll processors.

Do not select this option unless you have already assigned the Service Provider User Administrator and Worksite User Administrator roles. This setting restricts user account access to service provider users with user administrator roles. If you select this option before assigning any roles, all users will be prevented from assigning the roles to user accounts!

Select this option if you want only the Payroll Manager users to see all SuperBatch payrolls. If selected, Payroll Processor users will only see their assigned payrolls and will not be able to use the SuperBatch Payroll Transfer functionality. For more information on these roles, see Defining User Roles.

Select this option if you want to troubleshoot printing issues.

This field determines what happens when you switch from one client to another. You can either choose to Stay on the Current Form or Return to the Dashboard.

When users select a different client, they stay on the current form. For example, if they are viewing Client Details and select a different client, they will see that client’s information in Client Details.

When users select a different client, regardless of the form they are on, they will be taken to the Dashboard for that client.

Enables features related to Certified PEO reporting under the Small Business Efficiency Act of 2014. For more information on these features, consult the SBEA User Guide.

When this field is selected and the user builds forms W-2 or 1099, the data is broken down by either Client Federal Entity (if SBEA features are enabled) or by employer (if SBEA features are not enabled). See the SBEA User Guide for more information.

Select this field to turn on Benefits Enrollment. .

Select this field to turn on Onboarding.

Select this field to restrict recipients on the New Message form. Service provider users can only select users and companies defined on the Client Access Groups form.

Select this field to restrict recipients on the New Message form. Worksite Managers can only select users and companies defined on the Data Security form.

Select this option to enable access to the Document Categories and Manage Documents menu items in EP:

The Document Management system allows you to control the display of global, company, and employee documents in EP.

Select this option to prevent sending a message to a user who does not have access to the active company.

Enter a color name or Hex color code to change the background color of your demo environment to distinguish it from your production environment. For example, Lime or #00FF00 is a supported color.