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Administrator Guide

Reference: Payment Elections Tasks, Reports, and Groups for Help Text Configuration

Reference: Payment Elections Tasks, Reports, and Groups for Help Text Configuration

You can configure payment elections help text for:

Individual tasks and reports.

Groups of tasks and reports.

Individual Reports

The

View Payment Elections

report secured to these domains:

Manage: Payment Election

Worker Data: Payroll (Payment Elections)

Worker Data: Payroll Interface (Payment Elections)

This report enables you to view and review a worker's payment elections.

Groups of Tasks and Reports

Add Account (Group)

Add Elections (Group)

Change Account (Group)

Change Election (Group)

Delete Account (Group)

Maintain Payment Elections (Group)

Add Account (Group)

includes these tasks:

Task	Security	Description
Add Account	Manage: Payment Election Worker Data: Payroll (Payment Elections) Worker Data: Payroll Interface (Payment Elections)	Add bank account information for a worker.
Add My Account	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to add bank account information that they can use when specifying payment elections.

Add Elections (Group)

includes these tasks:

Task	Security	Description
Add Elections	Manage: Payment Election Worker Data: Payroll (Payment Elections) Worker Data: Payroll Interface (Payment Elections)	Enables you to add initial payment elections for a worker.
Add My Elections	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to add initial payment elections.
Add Payment Elections	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to add payment elections as part of the onboarding workflow.

Change Account (Group)

includes these tasks:

Task	Security	Description
Change Account	Manage: Payment Election Worker Data: Payroll (Payment Elections) Worker Data: Payroll Interface (Payment Elections)	Change a worker's bank account information, updating all payment elections using the account.
Change My Account	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to change the bank account information used for payment elections.

Change Election (Group)

includes these tasks:

Task	Security	Description
Change Election	Manage: Payment Election Worker Data: Payroll (Payment Elections) Worker Data: Payroll Interface (Payment Elections)	Change a worker's payment election.
Change My Election	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to change a payment election.

Delete Account (Group)

includes these tasks:

Task	Security	Description
Delete Bank Account	Manage: Payment Election Worker Data: Payroll (Payment Elections) Worker Data: Payroll Interface (Payment Elections)	Delete a bank account for a worker.
Delete My Account	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to delete a bank account.

Maintain Payment Elections (Group)

includes these tasks and reports:

Task or Report	Security	Description
Maintain Payment Elections	Manage: Payment Election Worker Data: Payroll (Payment Elections) Worker Data: Payroll Interface (Payment Elections)	Create or review payment elections for a worker.
Payment Elections	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to view their payment elections using search on desktop and related actions on mobile.
Payment Elections for Self Service	Self-Service: Payment Election Self-Service: Payroll (My Payment Elections) Self-Service: Payroll Interface (Payment Elections)	Enables workers to access their payment elections from the worker profile by navigating to Personal Data > Maintain My Payment Elections .