How do I create a heading set?

Modified on Sat, 7 Dec at 5:55 PM

What is a heading set?

Heading sets restrict pay elements that are available to your group users, for example I don't want my group users to have access to all payment and deduction headings available in the payroll.

You can create a single heading set if you would like all managers to have access to the same pay elements, or create multiple heading sets and assign them on a per group basis.

Create heading set

Create Headingset.gif

1. From the Groups page, click on the cog located to the top right of the screen then click on Manage Heading Sets
2. Click 'Create Heading Set'
3. You will be presented with a 'Create a Heading Set' form
4. Enter Heading set 'Name', for example 'Overtime'
5. To make the heading set available, make sure 'Active' is turned on.
6. If you would like your heading set to be applied to all new groups created, make sure 'Default' is turned on.
7. Within the 'Available Headings' box, select the headings you would like to include within the heading set you are creating. When you are happy with your selection click 'Add to set'. Your selected headings will move to the 'Heading Set' box.
8. When you are happy with your 'Heading Set', click 'Save' and your heading set will be created.