Time & Attendance, PTO, and Certified Payroll Setup

access level manager (full access), payroll advisor (edit), enrollment specialist (view only) module leads lead card, payroll payroll card a configuration feature has been added to the payroll tab of the lead card to allow users to designate whether a customer is enrolled in time & attendance (t\&a) , paid time off (pto) , and/or certified payroll services once enabled for a customer, these designations automatically notify the appropriate team when a new employee application is submitted this ensures employees are set up with the correct configuration in prosoftware without requiring manual verification what these features do time & attendance (t\&a) enables time tracking functionality for the customer's employees paid time off (pto) allows for tracking and managing employee vacation and sick time certified payroll supports compliance reporting required for government contracts where to enable the features these options are available in the payroll customer profile , accessible through both the lead card and the payroll dashboard feature toggle options for each feature, toggle the corresponding setting time & attendance (t\&a) ✅ customer needs time and attendance? paid time off (pto) ✅ customer needs pto? certified payroll ✅ customer needs certified payroll? ℹ️ note these toggles should only be enabled if the customer has already been approved and configured for these features in prosoftware impact on the data dashboard when a new employee application is submitted for a customer who has any of these features enabled, the request on the data dashboard will display visual flags that indicate which features apply 🕒 t\&a enabled time and attendance has been activated 🌴 pto enabled paid time off management is available 📄 certified payroll enabled compliance reporting is required these flags serve as immediate visual indicators for users they eliminate the need to search through the customer's setup manually, allowing employees to be configured appropriately from the start these 3 flags only appear inside of the employee onboarding tab! best practices 📌 tip only enable these features after confirming that the customer is fully set up in prosoftware for the respective service(s) if the customer later discontinues one of these services, return to the payroll tab and disable the toggle accordingly if you find any discrepancies in the employee setup post submission, escalate to the payroll or it team for further review setup process step 1 verify prosoftware configuration before enabling any features confirm the customer is approved for the service(s) in prosoftware verify all necessary configurations are complete ensure the customer has signed appropriate agreements step 2 access customer settings navigate to the customer's settings via either method option a through lead card open the customer's lead card select the payroll tab locate the payroll customer profile section option b through payroll dashboard navigate to the payroll dashboard select the customer's record open the details tab access the customer subtab step 3 enable required features locate the feature toggles enable the appropriate settings toggle on for customer needs time and attendance? for t\&a toggle on for customer needs pto? for paid time off toggle on for customer needs certified payroll? for certified payroll save the changes ✅ success the features are now active for this customer all new employee applications will show the appropriate flags step 4 verify configuration submit a test employee application (if appropriate) check the data dashboard for proper flag display confirm flags appear correctly feature configuration logic time & attendance (t\&a) requirements setting impact required setup t\&a enabled employees can clock in/out prosoftware t\&a module active t\&a disabled standard timesheet only no additional setup pto configuration setting impact required setup pto enabled vacation/sick tracking active pto banks configured pto disabled no time off tracking standard payroll only certified payroll requirements setting impact required setup certified enabled prevailing wage reports government contract data certified disabled standard payroll reports no special reporting troubleshooting & escalation common issues toggles not saving symptoms settings revert after saving possible causes session timeout insufficient permissions browser cache issues concurrent user editing resolution steps refresh the page and retry verify user permissions clear browser cache check if another user is editing flags not appearing in data dashboard symptoms employee applications missing feature flags possible causes settings not saved properly system sync delay application submitted before configuration wrong customer selected resolution steps verify settings are enabled and saved wait 5 minutes for system sync resubmit employee application confirm correct customer profile prosoftware mismatch symptoms features enabled but not working in prosoftware possible causes prosoftware setup incomplete feature not licensed configuration error integration issue resolution steps verify prosoftware configuration check customer's service agreement contact prosoftware support escalate to it if needed when to retry vs escalate retry these actions 🔄 toggle save attempts 🔄 browser refresh 🔄 different access method (lead card vs payroll) 🔄 wait for system sync escalate immediately for 🚨 all toggles failing to save 🚨 features not syncing to prosoftware 🚨 multiple customers affected 🚨 access permission errors escalation process level 1 team lead/manager prosoftware configuration verification feature licensing questions permission adjustments customer agreement validation level 2 it help desk system integration issues database sync problems toggle functionality errors cross platform conflicts how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, features affected, prosoftware status screenshot the toggle settings note any error messages setup summary checklist use this checklist to ensure you've completed all necessary steps confirm the customer is approved and configured for the service(s) in prosoftware navigate to the customer's lead card or payroll card access the payroll customer profile section enable the appropriate toggles customer needs time and attendance? for t\&a customer needs pto? for paid time off customer needs certified payroll? for certified payroll save the changes verify features appear correctly on the data dashboard when submitting a new employee application next steps after configuring these features employee onboarding process employee applications with features data dashboard overview monitor feature flags payroll dashboard overview manage feature enabled payrolls 📚 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