Create an admin account
There are two types of admin accounts.
The first is linked to an employee that exists on your payroll. This means that the employee can access both the admin space, and their employee space, under the same account.
If you prefer the employee to access their admin space and employee space under different email addresses, i.e. their personal or professional email address, you can use the second option, which is as an external person.
Important: Admin accounts can access everything in PayFit, including; personal details, salary information, payslips, leaves, HMRC submissions, payroll journals, etc.
To set up an employee to access the admin space
From the left, choose Access & emails, then Administrators.
Click Create account.
From the Employee drop-down, select the relevant employee.
Click Next.
From the Role drop-down, select Administrator.
If applicable, from the Job title drop-down, select the administrator's job title.
Click Create account.
The employee will receive an email notification advising they now have access to the admin space. When they next log in to PayFit, after entering their login details, they'll be asked to choose to log in as an employee, or as an admin.
To set up an external person to access the admin space
From the left, choose Access & emails, then Administrators.
Click Create account.
Choose An external person.
Enter their Forename, Surname and Email address, then click Next.
From the Role drop-down, select Administrator.
Click Create account.
The admin will receive an email invitation from PayFit asking them to create their admin space account.
Managing an admin account
From the left, choose Access & emails, then Administrators.
Next to the relevant administrator, click the Actions (...) button to Edit or Delete the admin account.