In this topic

• Introduction
• Assigning the Synchronise User Web Role
• Assigning the Employee to the Organisation Chart
• Adding the Employee to a Timesheet Template

Introduction

This topic describes how to configure an employee to have access to the Synchronise Timesheets.

At a high level, in order to configure a user on Synchronise you will need to:

1. Give the user the Synchronise User web role
2. Assign the employee to the Synchronise Organisation Chart
3. Add the employee to the appropriate Timesheet Template

NOTE: This topic assumes that your account has been implemented on Synchronise and that Timesheet Templates and Work Configuration are available.

Assigning the Synchronise User Web Role

To assign the Synchronise User web role to an employee:

1. Go to the Employees screen using the menu

2. Use the search filters or the page navigation links at the bottom of the screen to find the employee if required

   NOTE: For more details on locating an employee record, refer to the Searching for Employees help topic.

3. Hover your mouse cursor over the Edit button next to the employee’s name
4. Click the Personal Details link from the fly out menu
5. Scroll to the Web Roles section of the page
6. Place a tick in the Synchronise User web role
7. Click the Save Changes button

NOTE: If the Synchronise User web role is not available, you will need to contact Ready pay (powered by ePayroll) for assistance.

Assigning the Employee to the Organisation Chart

To assign the employee to the Organisation Chart, you should refer to the Adding an Employee help topic.

NOTE: Your account may have several Organisation Charts. Make sure that you assign the employee to all relevant Organisation Charts on your account.

Adding the Employee to a Timesheet Template

To add an employee to a Timesheet Template:

1. Go to the Synchronise -> Timesheet -> Templates screen
2. Click on the Template that applies to the employee
3. Go to the Employees tab within the Timesheet Template Setup screen
4. Locate the employee that you want to add in the Excluded Employees list
5. Select the employee and use the arrows to move the employee to the Included Employees list
6. Click the Save button