Users (Payroll Self Service Administration)

Each Payroll Self Service user must be created before they can use the website. User accounts can be created either individually or by using the Multiple user creation link. After users are created, email invitations will be sent to them automatically.

Important: Before creating user accounts you must check that an engineer has correctly set up SMTP server details on the Pegasus Web Xchange Administration page. If this has not been done new users will not receive an automatic email invitation to join Payroll Self Service. You can send a test email from the Mail Server tab.

Steps

  1. Sign in as a Payroll Self Service Administrator.

  2. On the Payroll Self Service Administration page, select the Users button.

  3. To create an individual user, select the link to open the Add from user page. You can create users:

    • Who are already using another service in Pegasus Web Xchange (for example, Timesheets users).

    • Who are paid from the Opera 3 Payroll application who are not currently using Pegasus Web Xchange.

    • Whose user details are archived.

    • From scratch.

  1. To create more than one Payroll Self Service user, select the link and follow the steps.

  2. Complete the user's details.

After completing these steps users will automatically receive an email invitation to join Payroll Self Service.

Note - deleted users: When a user is deleted in Pegasus Web Xchange it is retained in the database and marked as 'archived', and hidden.

You cannot create a brand new user using a deleted user name. But you can restore that user, which will allow the user name to be used again to sign in to Pegasus Web Xchange.

The advantage of not deleting the user's details from the database is, if an employee leaves but then returns, you can quickly restore the user name with the user's original details.

Tips:
- For help with setting up email profiles, see the Email Profiles Help topic.
- For help with sending emails, see the Sending Emails Help topic.

 

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