In Express Leave, you can create two types of user accounts:
A Payroll user, which syncs leave balances and information from Attache Payroll.
This user type is enabled from Attaché Payroll, and their information is synced to Express Leave.
A Non-Payroll user is set up directly from the Express Leave Company. A non-payroll user is not linked to the connected Attaché Payroll company and does not enter timesheets and/or sync information between the Attaché Payroll company and the Express Leave company.
Typically, you would create a non-payroll user if the user were a contractor who you want to be able to access the Leave Calendar, or they are an Administrator user created purely to administer the Express Leave company, and they do not enter leave in this Express Leave company.
📌 NOTE: a Non-Payroll user will NEVER be able to sync leave balances and employee details from Attaché Payroll. They MUST be set up as a Payroll User for this to occur.
How to differentiate between a Payroll user and a Non-Payroll user
From the Manage Users menu:
A Payroll User will have a Yes in the Payroll User? column.
A non-payroll user will be blank in the Payroll User? column.
To Create a Payroll User
In Attaché Payroll, go to Payroll, Masterfiles, Employee Details, Maintain.
Enter the Employee Code.
Go to the Online Services tab.
Click the Enable Attaché Online check box in the Employee Masterfile.
Enter the employees email address in the Attaché Online Email Address field (this is usually the work email address).
Accept (F9) to save the changes. This will then sync to:
The Attaché Online organisation.
The Express Leave company if the employee is to use Express Leave.
As an administrator, log in to Express Leave.
Allow the sync from Attaché Payroll to occur.
Go to Manage Users and search for the new employee.
Click the Edit button, and fill in the required extra information:
Approval type.
Approver(s).
Time Tracking Approver.
User Type.
Timesheets Enabled (if using timesheets).
Click Save to save the changes.
Click the Green Send Welcome Email button to invite the new user to join the Express Leave company.
If using Work Hours templates, click the red Assign Hours button from the Work Days column to assign work hours for the employee, and save the changes.
To create a Non-Payroll Administrator user
Log in to Express Leave as an existing Administrator user. If there are issues with an existing administrator performing this task, please raise a new case online and reference the title of this article.
Once logged in, go to the Manage Users menu.
Click the Create New User button.
Fill in all the required details in the User Management screen as per steps 9 - 13 in the To Create a Payroll User section above.