Report share users only have access to a specific company's payroll reports (.pdf and .csv) for a period of 30-days from when the reports become available.
-
Navigate to the Reports > Share Reports tab.
-
To share your payroll reports with people outside your company i.e. accountants, financial processing agents, etc., click “Add payroll reports user account.”
-
First name – enter the first name.
-
Last name – enter the last name.
-
Email – enter the email address associated with the user.
-
Permissions – specify the reports you want the user to be able to access. No other information will be shared with this user.
-
Save changes to add the new payroll reports user account.
-
Edit the payroll reports user settings and permissions by clicking the edit icon ( ✎ ) next to their name in the Reports > Share reports tab.
- Once the account has been created, click the envelope icon at the right of the user's name to send them login credentials and instructions.