To control who has access to your payroll settings and who can actually run payroll in your company, we've introduced new permissions called Payroll Admin.
If you were running payroll before Aug 16, 2023, all Admins on your Housecall Pro account have received this new permission. They were able to run payroll previously and they retained this option. See the section below on how to change it.
If you're onboarded past Aug 16, 2023, the permission will be assigned by your Implementation Specialist during onboarding.
Who has Payroll Admin in my account?
Navigate to My money → Payroll → Employees & contractors to see the table of your payroll users. The ones with Payroll Admin will have a gray label next to their name on the list (pictured below).
⚠️ Payroll Admin permission can only be assigned to a person who's visible on the Employees and contractors table. In a rare case where your Payroll Admin is not part of your company payroll. (additional details provided below) |
Payroll Admin not Included in Payroll
How to give Payroll Admin permission to a person not processed for your company's payroll
Here are the two most important requirements for Payroll Admin permission:
Requirement | How to check |
| They can sign in and access My Money tab in the top navigation |
| They are listed in the My money → Payroll → Employees & contractors table |
If the person processing payroll in our organization is not included in your payroll, they will not be listed in Employees & contractors table. Here's how to change that:
In My money → Payroll → Employees & contractors select Add to payroll
From the dropdown select Existing user
Continue to fill out the form and select Save in the top right corner
Once saved this person will show up in My money → Payroll → Employees & contractors and you can proceed to contact Housecall Pro using Blue Chat Bubble and request the Payroll Admin role for this new user.
Billing considerations
Because your Payroll Admin is now set up for payroll, they will show up on the list of people ready to run payroll.
If you don't run payroll for this person, leave all their payroll fields empty and they will not be processed for payroll. Doing so will exclude them from your monthly payroll bill.
How do I change Payroll access?
To make changes to Payroll access, chat into the Blue Chat Bubble and ask for the Payroll team. Let us know which user(s) you would like to remove (or include) from Payroll Admin permission, and our team will take care of that on your behalf.