To connect your Advantage Payroll Services (Instant Payroll) account to this application you must add a new admin user. Please follow the instructions below.
Before you start
1. In order to set up an administrator, you'll need to confirm you have Security Administration privilege. If you do not see User Access as an option in the lefthand navigation, you'll need to set up your account for Security Administration. If you have access, skip to the Instructions below.
2. To establish a Security Administrator role, contact your local office who completes the correct form for your request. We would suggest reaching out to someone working in HR Operations, or the head of HR if you work at a smaller organization. This form should be forwarded to Advantage Payroll Services and the role change takes approximately 48 hours. (This turnaround time is standard on any online set up request for Advantage.)
3. Once a Security Administrator role is established, all other user roles are maintained by that user. The Security Administrator has full functionality through the online application.
Instructions
1. As a Security Administrator, you are able to create and delete user accounts for employees in the system. However, third party users (non-employees, CPAs, etc.) still need to be set up and/or changed by submitting the proper form, which should come from your local office.
2. Please reach out to the HR Operations team (or the head of HR if you work at a smaller organization) for this form. Then, please email the form to Finch — we'll fill out as much as we can and send it back to you for final submission.
- Please note there are 12 different levels of privileges to select from for this payroll system. For your awareness, we'll be requesting the Administrator privilege. This allows us to view all divisions/departments' payroll data, as well as access Company Information and the Administration screens.