Skip to main content

General tab

What the General tab contains and what it does

The General tab contains the company’s main identity and contact details.

These settings are used to record the employer’s basic information and contact details used elsewhere in the payroll.

The fields and options available may vary depending on the jurisdiction the payroll is configured for.

Making changes

The General tab contains a detail panel only.

Click the Edit button to place the settings into edit mode. Make the required changes, then select Save to apply them or Cancel to close the window without saving.

Options, settings and fields

Employer

  • Type: Text field

  • Purpose: Records the employer’s company name.

  • Dependency: None

  • Other functionality: Will appear in various outputs

Postal address

  • Type: Text field

  • Purpose: Records the employer’s postal address.

  • Dependency: None

  • Other functionality: None

Town

  • Type: Text field

  • Purpose: Records the employer’s town or city.

  • Dependency: None

  • Other functionality: None

Postcode

  • Type: Text field

  • Purpose: Records the employer’s postcode.

  • Dependency: None

  • Other functionality: None

Country

  • Type: Dropdown menu

  • Purpose: Records the country the employer is based in.

  • Dependency: None

  • Other functionality: None

Phone

  • Type: Text field

  • Purpose: Records the employer’s contact phone number.

  • Dependency: None

  • Other functionality: None

Contact

  • Type: Text field

  • Purpose: Records the name of the main contact person for the payroll.

  • Dependency: None

  • Other functionality: None

Email

  • Type: Text field

  • Purpose: Records the employer’s main email address.

  • Dependency: None

  • Other functionality: Required for payslip delivery by email.

BCC

  • Type: Text field

  • Purpose: Records an email address that receives copies of emailed payslips.

  • Dependency: None

  • Other functionality: When payslips are delivered by email, copies are sent to the address entered here.

Industry

  • Type: Text field

  • Purpose: Records the employer’s industry.

  • Dependency: None

  • Other functionality: None

TIN #

  • Type: Text field

  • Purpose: Records a tax or business identifier for the employer.

  • Dependency: None

  • Other functionality: The field name may vary depending on the jurisdiction the payroll is configured for.

Business #

  • Type: Text field

  • Purpose: Records an additional business identifier for the employer.

  • Dependency: None

  • Other functionality: The field name may vary depending on the jurisdiction the payroll is configured for.

User access control (UAC)

  • Type: Dropdown menu

    The available options are:

    • Standard

    • Basic

    • Advanced

  • Purpose: Determines the level of user-access-control settings available for the payroll.

  • Dependency: None

  • Other functionality: None

For more information about user access control, refer to:

  • <User access control>

Additional functionality

Email buttons

Email buttons appear beside the Email and BCC fields

Click either of the buttons to open your default email client and start a new email addressed to the email address entered in the field beside the given button.

Did this answer your question?