Configure payslips

Payslips can be displayed in the mobile app if you have an active Payflow integration to your payroll provider. Payslips for mobile requires Payflow package version 32.3 or higher. For information on implementing Payflow for your organization, see Sage People Payflow..

Follow these steps to enable payslips for mobile:

• Assign the Payflow permission set

• Enable the Payslips process for mobile

• Enable Payslips in the policy

• Configure payroll field sets.

Assign the Payflow permission set

1. In Salesforce Lightning Experience, go to Setup > Users > Permission Sets.

2. Find the Sage Platform Team Member fPay permission set and click to open it.

3. Click the Manage Assignments button at the top of the page.



4. Click Add Assignment, and select the users who should have access to the app.

5. Click Next.

   Sage People displays the Select an Expiration Option For Assigned Users screen, where you can set an expiration date for the permission set assignment.

6. Set the expiration date:

   • If you want the permission set assignment to be permanent, No expiration date is selected by default. Click Assign to continue.

   • If you want to assign the permission set for a period of time, select one of the options: 

     • 1 Day

     • 1 Week

     • 30 Days

     • 60 Days

     • Custom date, and use the date picker to select the expiration date.

     Click Time Zone to choose a time zone if you want to set it to something other than your time zone, then click Assign.

   Sage People displays the Assignment Summary and confirms the Permission set assignment.

7. Click Done.

Enable the Payslips process for mobile

Ensure you have a Payslips process enabled for your organization. For help creating one, see Creating a New WX Process. To enable mobile for your Payslips process:

1. In Salesforce Lightning Experience, select the App Launcher and open the WX Services item.

   In Salesforce Classic, select the All Tabs button and open the WX Services tab.

2. Open the service that hosts the Payslips process.
3. Click the process name to open the process instance page, then click Edit.

4. Enable Show In Mobile for the process.

   

5. Select Save.

Enable payslips in the policy

The Payslips setting must be enabled in any policies assigned to your app users for whom you want payslips to appear.

1. In Salesforce Lightning Experience, click the App Launcher and find the Policies item.

   In Salesforce Classic, click the Policies tab.

2. In the Policies list, click the policy you want to edit.

3. Click Edit. Scroll down to the Additional section, and select the Payslips checkbox.

   

4. Select Save.

Configure payroll field sets

The detail fields displayed on the payslips page are controlled by the content of field sets in the Connector Line object.

By default, the summary line displays the created date of the payroll line item. You can customize the information included on the payslips page by adding or removing fields from the following field sets:

• Payroll Line Summary

• Payroll Line Details

To adjust the fields that are shown for the payslips process:

1. In Setup, go to Object Manager.

2. Search for Connector Line (API name fpay__Payroll_Line__c).

3. Select the object and go to Field Sets.

   

4. Add items to the following field sets as required.

   The field sets used by the payslips page in the mobile app are as follows.

   Field Set	What it's used for
   Payroll Line Summary	Defines what is displayed in the summary line for a payroll item in the mobile app. We recommend you include the following fields in this field set: Pay Date: used to display the correct pay date for each payslip in the summary line. Amount: used to include the pay amount for each payslip in the summary line. Note If the Amount field is included in the field set, but the amount is not populated for a payroll line item such as a tax document, the summary line displays the label "Document". Users can open the payroll item to view and download the document.
   Payroll Line Details	Defines the detail fields that are shown when a payroll item is expanded. Fields included in this field set are displayed when the pay item is expanded. Add fields that may be useful for team members to see, for example: Period Type Account Name Account Number Currency

   Note

   If a field exists in both field sets, the field is only displayed once.