Click the Modules menu and select Payroll.
Click on Administration and select Triggers and Automations
Click the three dots in the top-right corner.
Select New Trigger or New Automation.
FOR TRIGGER:
There are three types you can set up.
- Payroll is created/updated
- Payroll status has changed
- New comment is entered
Select which Accounts the trigger applies to, then click Submit to save.
FOR AUTOMATION:
There are two types of automations you can create.
- Days before payroll end date
- Days after submitted for approval
Select which Accounts the trigger applies to, then click Submit to save.
You can also add an action to send notifications related to the triggers and automations that have been configured.
Click Add Action, then choose either Send Email or Alert to Payroll Administrators.
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