Client Permissions
To allow clients to submit Workbooks, you will need to invite one or more users within the Permissions page: Inviting Clients and Customising Permissions.
Enabling Client Workbooks
Within the permission page, enable the option to Allow Client to Submit Payroll Data
Once you do, select the Workbook Template applicable to this particular client. You can click to Download Template to confirm the template that they will be able to download.
Workbooks in Payroll
The client will be able to download the template and upload their workbook directly: Client Collaboration: Uploading Payroll Workbooks.
Viewing Client Files
In the Run Payroll page, you can view the uploaded files.
Workbook files will be automatically processed when the client submits them. Here, you can view a summary and download the uploaded file.
You can also download any other attached files to process, such as one-time pay items (e.g. performance bonus).