Make tedious bagging of payroll documents and postage costs a thing of the past - Scopevisio Wage & Salary lives and breathes digitalisation!
Requirements
Prerequisite for the use of Scopevisio Wage & Salary:
Activation of the Scopevisio "Personnel" functional area via the licence of the same name, which you can book in the shop
Ordering the additional tool Scopevisio Lohn & Gehalt powered by eurodata and the necessary onboarding that goes with it. If you are interested, please contact us directly ([email protected]).
The digital distribution of payroll accounting is only possible with Scopevisio Lohn & Gehalt powered by eurodata. Other payroll programmes cannot currently be connected.
You can find more information on the external tool Scopevisio Payroll powered by eurodata in the manual.
Rights (to be assigned by the system administrator)
To gain access to the main "Human Resources" function in the ribbon and the full range of functions of Payroll & Salary, your company's payroll accountants require the following rights in addition to the "Human Resources" licence
"Personnel"
"Contacts - all rights"
"Finances: Data import" (Edit)
Only people with these rights have access to the payroll runs and payslips. This protects your sensitive data from unauthorised access in Scopevisio. The system administrator assigns the rights to the relevant users.
Not sure how to do this? You can find everything you need to know about rights management here.
Linking with Scopevisio Wage & Salary and setting up the archive for the first time
If the above requirements are met and you have activated the "Personnel" function area, you will now see the "Wages & salaries" menu item, which establishes a link between the Scopevisio Wages & salaries add-on tool and your Scopevisio company. This means that data from the payroll runs can be transferred to Scopevisio, posted directly and archived. You can then distribute the employee payroll documents digitally with one click via personalised Teamwork collections.
The link to the Scopevisio Wage & Salary add-on tool can only be made by people who are registered there as administrators.
First call up the settings form via Organisation > Master data > Personnel > Wage & salary settings . Alternatively, go to Organisation > Administration > Function connection: Set up Scopevisio Payroll.
Click on "Add" in the "Link Scopevisio Wage & Salary" business object.
Fill in the mandatory fields and complete the action by clicking the "Create link" button. This is a one-off process.
The link is now established:
You are now automatically stored as a payroll accountant in the "Company payroll accountant" business object. You can select other colleagues from the Scopevisio user group here.
In the "Distribution of documents" business object, select the documents that
are to be distributed digitally to your employees (Employee collection column)
you want to archive digitally in Teamwork (Electronic archive back office column) and
which you want to keep in printed form after each payroll run (Create PDF for printing column)
Certificates created with Scopevisio Payroll can be distributed to employees as well as archived in the back office. To do this, select the document types "Certificates for the business premises" and "Employee certificates" in the Manual area.
In the "Other payroll settings" business object, you specify
whether the private email addresses of employees who are not created as users in the system should also be verified using an authentication code. If this option is selected, the email recipient can only assign a password to their payroll folder by entering the code. If the setting is saved with an authentication code, the payroll accountant is shown this in the "Payroll & Salary Import" form in a column specially provided for this purpose in order to communicate it to the employee in accordance with the company's own workflow.
Here you specify how many characters the password must consist of for your employee to access their payroll folder. By default, the password security is set to 12 characters. It can be manually reduced to 8 or 10 characters, which also reduces security. The change log records by whom and when such a change was made. This setting only applies to employees who are not system users.
Control the print output sorted by name, personnel number or document type.
If "Yes" is selected, a separate folder is created in Teamwork for each employee who receives their payroll documents by letter, to which only the payroll accountants have access.
Determine whether the cost centres specified in the posting list should be ignored when posting. If the selection box = Yes, the cost centres from Scopevisio Payroll are not transferred to financial accounting.
Complete the setup by saving the form.
Overview of the various responsibilities
The following table summarises an overview of the activation and setup of Payroll:
System administrator | Employee | System administrator |
Sets "Personnel" authorisation for -> | x | - |
sets right "Contacts - all rights" for -> | x | - |
sets right "Finances: Data export" (Edit)" for -> | x | - |
sets right "Finances: Data import" (Edit)" for -> | x | - |
| With the rights and the licence, the employee can carry out the setup via the settings form. |
|
| First, the employee links the payroll mandates from Scopevisio Wage&Salary with the Scopevisio instance. |
|
|
| With the link, the system adds the employee to the company's payroll accountant group. |
| The employee can now add further employees to the company's payroll accountant group. |
|
- |
| automatically creates Teamwork group "Payroll (system)" and adds payroll accountants |
- | - | creates Teamwork collection "Payroll back office" |
- | has access to the "Payroll accounting (system)" group through granted rights, feature activation AND membership Access to the payroll runs |
|