Please note: If you have access to the PeopleHR product, you will need to click the Access button and open any product before proceeding with the steps below.
1. Go to Workspace Members
• Open Access Evo
• Click the Members icon (highlighted in yellow).
2. Select Employees to Assign Salary Extras
• In the Members tab:
Tick the two checkboxes shown in yellow to select all employees.
• A panel will open on the right.
• If there are any employees you don’t want to assign Salary Extras to, untick them.
• Click the Add button (highlighted in Blue).
3. Assign the Salary Extras Role
• In the pop-up window:
Choose Assign Product Role.
• Under Product Name, select Salary Extras.
• A new dropdown will appear for Role:
Choose User (or Administrator if needed).
• Click Assign.
•Then click Apply
4. To assign Salary Extras to an individual employee:
• Search for the employee.
• Click the three dots (highlighted in yellow).
• Select Manage roles.
• In the dropdown next to Salary Extras, choose either User or Administrator.
• Click Save changes.
The same steps apply when assigning Access Applause or Access Engage.