How_do_I_restrict_changes_to_a_position_in_Payroll_

How do I restrict changes to a position in Payroll?

Payroll and Human Resources share the Position table in Caselle applications. If your organization is running both the Payroll and Human Resources applications, users can make changes to a position in either application. Payroll will update changes made to a position to Human Resources and Human Resources will update the changes made to a position to Payroll. You can use field restrictions to decide where and how users can update the properties assigned to a position.


Restricting changes to positions in Human Resources

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Click Options (CTRL+F12).

The Options form displays.

3.  Click Select.

The Selection form displays.

4. Click to select the fields that you only want a user to have the option of editing in Human Resources.

5. Move the fields to the Selected Restricted Fields list.

6. Click OK.

Users will not be able to edit the selected fields in Payroll.



Restricting changes to positions to Payroll

See the section titled Restricting Changes to Positions in Payroll in the help topic titled How do I restrict changes to a position in Human Resources?

    • Related Articles

    • How do I restrict changes to a position in Human Resources?

      Payroll and Human Resources share the Position table in Caselle applications. If your organization is running both the Payroll and Human Resources applications, users can make changes to a position in either application. Payroll will update changes ...
    • How do I create an export file and print the state retirement report (ID) for Empower? (Idaho) (2025.05)

      Creating a export file is necessary for several reasons: Data format comparability. Convert the retirement report into a format that Empower can read and process correctly. Data mapping. The export file allows for precise mapping of your data (for ...
    • Webinar: Payroll Year-end Preparation (56m06s)

      This webinar talks about the tasks you can work on to prepare to close the payroll year end. You need to wait until the last payroll of the year is finished before you can begin the Payroll Year-end Checklist, but you can get a head start by working ...
    • I want to estimate changes to a payroll check. How do I do that?

      Issue An employee is making changes to their retirement contributions. They want to see how the changes will affect their payroll check. Is there a way to make the retirement changes so the employee can see how it will change their payroll check? ...
    • How do I assign a position type?

      You can assign the default position type to a position that is assigned to an employee. The position type applies only to the employee's position. You can use Full Time, Part Time, Volunteer, Elected (for an elected position), and Seasonal. Setting ...