Add or Remove payroll users as MyStaffInfo users
Common Tasks > Employees > Add/Remove payroll users as MyStaffInfo users
This is the second task in the Employees group, and is where you select the users of the Exo Payroll system whose information will be available on the MyStaffInfo website. Any user who is not selected for inclusion will not be provided a login account to the website. Similarly, any user who is not selected for inclusion cannot be accorded "Manager" status.
Available payroll users
To move a user from the Available window to the Selected window:
select the user and then click the [>] button
click the [>>] button (this will assign all users)
select the user and drag the selection to the Selected payroll users window.
If a user cannot be moved, it's because they have details missing.
Selected payroll users
To move a user from the Selected window to the Available window:
select the user and then click the [<] button
click the [<<] button (this will remove all users)
select the user and drag the selection to the Available payroll users window.
To select more than one employee for inclusion or removal, hold down the CTRL key while selecting employees. To select a group, click on the first employee name then hold down the Shift key and click a name further down the list. A combination of these methods can be used, just remember to hold down CTRL when selecting more, otherwise your selection will be lost.
Once finished, click the Save button to commit your changes to the selected payroll users list.
Click Cancel to discard your changes.
Click the Exit button to return to the management console.
If you have made any changes, the Exit button will be unavailable until you save or cancel your changes.
Edit Selected Payroll User
Some users cannot be moved to the selected side of the mover-list. The most likely cause is that there is a required field for the current user that is either empty or whose value is being used by another user. To correct this, you can highlight the user in question and click the Edit Selected Payroll User button.
Enter the desired User Code and press the tab key to view the user's details.
In this example, the required fix is to enter a unique password for the user.
Find : F9 - Clicking this button opens a picklist to search for users.
Save : F10 - Once finished, click the Save button to commit your changes.
Cancel - Click to discard your changes.
Delete : F6 - Delete the selected payroll user from the system.
Exit : Esc - Click to return to the management console.