Advisor & Bureau User Guides

Advisory Management

• Advisor Page
• Bureau Dashboard: An Overview of Clients and your Success
• Advisor Settings & Jurisdiction
• Advisor Team Members
• Manage Clients by Teams, Tags and Assignees
• Overtime & Allowance Templates for New Clients

Advisor (Bureau) Features

EverRoll™: Automated Payroll and Tasks

• EverRoll™: Automated Payroll and Tasks for Bureaus
• Types of Automated Executions (EverRoll™)
• Scheduled Tasks (EverRoll™)

Client Management for Advisors

• Inviting Clients and Customising Permissions
• Managing Report Packs for Clients
• Advisor-Client Collaboration: Payroll Approval Process Overview
• Advisor-Client Collaboration: Enable Client to Enter Payroll Data
• Advisor-Client Collaboration: Sending Payroll for Review
• Enabling Vacation Management for Clients

Guides for Advisor Clients & Collaborators

• Client Collaboration: Reviewing and Approving Payroll as a Client
• Client Collaboration: Data Entry Process as a Client