Admin

access level manager (full access), payroll advisor (restricted access) module payroll payroll card the admin tab provides comprehensive administrative control over customer account status and visual communication tools this critical interface allows users to manage account terminations, apply informational flags, and handle special administrative functions that require elevated permissions or careful coordination the admin tab serves as the control center for account lifecycle management and inter team communication through the flag system core administrative functions the admin tab includes three primary action buttons for essential administrative operations mark as cancelled purpose terminate customer accounts and update status to cancelled use cases final account closure, service termination, contract completion requirements specific date information and cancellation reason assess flags purpose add or remove visual indicators for team communication use cases special processing requirements, account alerts, status indicators requirements flag selection and reasoning documentation pending cancellation purpose flag accounts for potential cancellation due to compliance issues use cases non payment, non reporting, non compliance situations requirements cancellation reason selection and documentation ⚠️ warning red asterisks indicate a requirement to fill out to save the information mark as cancelled 🔒 manager only the mark as cancelled function allows authorized users to terminate customer accounts immediately required information before proceeding with cancellation, you must provide effective at date when the cancellation becomes effective last check date final payroll processing date payroll week ending end date of final payroll period cancellation reason specific reason for account termination available cancellation reasons non reporting customer failed to submit required payroll reports non payment customer failed to pay the required fees or invoices customer request customer voluntarily terminated services carrier requested insurance carrier required termination non compliance customer failed to meet regulatory requirements date selection process select each date field to open the calendar picker choose appropriate dates based on the customer's final payroll cycle ensure dates align with actual service termination timing verify all dates are logically consistent ⚠️ warning the system automatically marks customers as cancelled every tuesday at 4 00 pm for non reporting and non payment reasons manual action is not required for these automated cancellations automated cancellation timeline customer status update tuesday at 4 00 pm status changes to cancelled lead card status update friday at 4 00 pm final termination in the customer profile system removal complete removal from active processing systems for comprehensive information about the cancellation process, see the cancellation system guide flag management system assess flags functionality the assess flags feature provides visual communication tools for team coordination and account management flag management process select assess flags to open the flag management interface use the multi select dropdown to add or remove flags as needed enter a detailed reason in the reason field explaining the flag change select save to apply flag modifications for detailed information about the available flags and their meanings, see the flags overview guide important flag updates ℹ️ note several flag behaviors have been updated auto batched failed flag now automatically removes when the batched flag is successfully assessed pending cancellation and cancelled flags now appear at the customer level only, not on individual payroll records new timesheet flag automatically populates for auto clients using peoplematic and removes when the record is locked flag documentation requirements reason field mandatory explanation for all flag changes team communication flags serve as communication between team members audit trail all flag changes are logged with timestamps and user information mark as pending cancellation manual pending cancellation the pending cancellation function allows users to flag accounts for potential termination available reasons non reporting customer has missed required payroll submissions non payment customer has outstanding payment obligations non compliance customer has failed to meet regulatory requirements ⚠️ warning the system automatically marks customers as pending cancellation for non reporting or non payment between tuesday and wednesday each week in those cases, no manual action is needed process steps select the pending cancellation button choose an appropriate reason from the dropdown menu select save to apply the pending cancellation status ℹ️ note remember that pending cancellation flags now appear at the customer level only, providing a clearer view of the customer's overall status rather than individual payroll records for a complete understanding of this process, see the pending cancellation guide status recovery and restoration reverting customer status users can restore customers from pending cancellation or cancelled status back to active status update locations you can change customer status from either location payroll dashboard > payroll card > details tab > customer subtab lead card > payroll tab > customer status section recovery process navigate to the appropriate status management interface select the new status from the dropdown menu select save to apply the status change verify that the status change reflects across all systems next steps after using the admin tab functions employees tab manage employee records documents tab handle document management flags overview understand all flag meanings 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels