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Portal_NavigationWalkthrough_GettingStarted

Thankyou Payroll

Created on March 11, 2025

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Dashboard

Demo Account 1073

This is the Payroll Account Name

Invite Employees

Review Timesheets

Review Leave Requests

Your Name Here

Dashboard

My Timesheets

My Leave

Team Members

Review Timesheets

Review Leave Requests

Team Calendar

Review Timesheets

Review Leave Requests

Portal Settings

Help Centre

Logout

Go to Thankyou Payroll

Portal Settings

Employee List

Manage teams

Manage users

I want to see the Getting Started Dashboard again.

Dashboard

Review Timesheets

My Timesheets

Review Leave Requests

My Leave

I want to see the Getting Started Dashboard again.

This button

Opens Up Your Employees' List

From this Employee List you will be able to:

  • Invite/Remove employees from the Payroll Portal
  • Select/update Portal features for the employee to use
  • View the latest leave balances
  • Request leave on behalf of an employee.

    • Click here to go to the Help Article explaining how to manage Portal access.

This button is only available to Admin users. All Admins can see and manage the full employee list.

This button

Opens Up Your Manage Teams Page

From this Manage Teams page, you will be able to:

  • View your list of current teams
  • Create new teams
  • Add/Remove team members
  • Assign Team Leaders to teams

    • Click here to go to the Help Article explaining how to create and manage teams.

This button is only available to Admin users. All Admins can see and manage the full Teams area.

This button

Opens Up Your Manage Users Page

From this Manage Users Page, you will be able to:

  • View your full Admin User List
  • Invite/Remove Admin Users from the Payroll Portal

    • Click here to go to the Help Article explaining how to invite/remove Admin Users.

This button is only available to Admin users. All Admins can see and manage the full Admin User list.

This button

Opens Up Your Employees' Timesheets List

  • Until you've invited employees to the Portal to use timesheets, you will receive the Zero State message.
  • Once you're using the timesheet feature, this button will land you on your Employees' Timesheet List.
    • Click here to go to the Help Article explaining how to review timesheets for approval.

This button will always be on your Dashboard, so you can easily review and approve timesheets. *You can also access your Employees' Timesheets via the Side Menu.

This button

Opens Up Your Employees' Timesheets List

If you're using the Timesheets feature, this button will land you on your Employees' Timesheet List.Here you will see all your employees, with their latest timesheet status listed.

    • Click here to go to the Help Article explaining how to review timesheets for approval.

This button will always be on your Dashboard, so you can easily review and approve timesheets. *You can also access your Employees' Timesheets via the Side Menu.

This is a link to

The Team Calendar

Both Admin and Team Leaders have access to the Team Calendar feature, but they will see different data.The Admin user will see ALL leave for all the employees, whereas the Team Leader will only see the leave for his team in the calendar. Leave can be managed directly from this feature.

    • Click here to go to the Help Article explaining how to use the Team Calendar.

As Admin, this area will always be in your side Menu - even if you are solely an Admin (not an employee as well), regardless if you use Team Leaders or not.

This link

Logs You Out Of The Payroll Portal

None of your previous secure links will log you back in. This is a security feature.Request a New Secure Link from the sign in page on Thankyou Payroll's website.

This is a link to

The Review Leave Requests Page

If you're using the Leave Request feature, this link will land you on the Review Leave Requests page.Here you will see all the employee leave requests, request status, and current leave balances.

    • Click here to go to the Help Article explaining how to review leave requests for approval.

As Admin, this area will always be in your side Menu - even if you are solely an Admin (not an employee as well), regardless if you use Team Leaders or not. *You can also access this link from the Admin Dashboard button.

This link takes you to

Thankyou Payroll

You can open up Thankyou Payroll in another tab on your desktop to compare Portal Data with what you have in Thankyou Payroll. Both these applications can be open at the same time! Isn't that easy!

    • Click here to go to the Help Article explaining how to create the pay in Thankyou Payroll.

This link is only available to Admin users. All Admins can move between Thankyou Payroll and the Portal - so it is important to provide Admin status with care. If you want someone to approve timesheets and/or leave requests in the Portal, but not have access to pays in Thankyou Payroll - assign them as Team Leader.

This button

Opens Up Your Review Leave Request Page

If you're using the Leave Request feature, this button will land you on your Review Leave Requests page.Here you will see employee leave requests and current leave balances.

    • Click here to go to the Help Article explaining how to review leave requests for approval.

This button will always be on your Dashboard, so you can easily review and approve leave requests. *You can also access your Employees' Leave Requests via the Side Menu.

This is a link to

Your Team Member Area

Use this Team Members list to view current leave balances, feature activation status and to request leave on behalf of.

Admins will also find a link to the Employee Profile here to update Portal features for this employee.

    • Click here to go to the Help Article explaining how to request leave on behalf of.

Team Leaders will also have this area in their side Menu. The Team Leader will not have the link to the Employee Profile.

This button

Is a List of the Payroll Accounts You Have Access To

Select an account to access it. The information will save before opening up the account selected.

This button

Opens Up Your Personal Timesheets Page

If you're using the Timesheets feature to submit your own timesheets, this button will land you on your personal timesheet page.Here you will find your timesheet history, as well as be able to fill and submit your timesheet.

    • Click here to go to the Help Article explaining how to select a timesheet to fill.

This button will only be on your Dashboard if you are also listed as an employee, being paid through Thankyou Payroll. *You can also access your timesheets via the Side Menu.

This is a link to

Your Personal Timesheets and Leave

If you are using the Timesheets and/or Leave Requests features to submit your own personal time and leave, these links will take you to the correct areas in the Portal.

    • Click here to go to the Help Article explaining how to select a timesheet to fill.
    • Click here to go to the Help Article explaining how to request leave.

This area will only appear in the Menu if you are listed as an employee, being paid through Thankyou Payroll.If you are not an employee, this area will not be in your Menu or on your Dashboard.

These will link you to

Your Team's Timesheet and Leave Requests

These links are subject to feature activation of timesheets and/or Leave Requests.

    • Click here to go to the Help Article explaining how to turn features on or off for an employee.

Use these links to review timesheets and/or leave requests submitted by your team.Here you can also submit timesheets on behalf of a team member.

    • Click here to go to the Help Article explaining how to review a timesheet submitted.
    • Click here to go to the Help Article explaining how to review a leave request submitted.

Team Leaders will also have this area in their side Menu so they can review and approve leave requests and timesheets for their team.

This button

Opens Up Your Review Leave Request Page

  • Until you've invited employees to the Portal to use the Leave Requests feature, you will receive the Zero State message.
  • Once you're using the Leave Request feature, this button will land you on your Review Leave Requests page.
    • Click here to go to the Help Article explaining how to review leave requests for approval.

This button will always be on your Dashboard, so you can easily review and approve leave requests. *You can also access your Employees' Leave Requests via the Side Menu.

This is a link to

The Employees' Timesheets List

If you're using the Timesheets feature, this link will land you on the Employees' Timesheet List.Here you will see all the employees, with their latest timesheet status.

    • Click here to go to the Help Article explaining how to review timesheets for approval.

As Admin, this area will always be in your side Menu - even if you are solely an Admin (not an employee as well), regardless if you use Team Leaders or not. *You can also access this link from the Admin Dashboard button.

This button

Opens Up Your Employee List

  • Use your Employee List to manage employee's Portal access, their leave requests and to request leave on behalf of.
    • Click here to go to the Help Article explaining how to use this List and Enable Portal Features.

This buttton is placed here ONLY when you first sign in and will be removed once you start using the Portal. *You can access your Employee List via Portal Settings in the Side Menu.

This link takes you to

The Help Centre

Help is just a click away! Use this link whenever you need to find a little extra help with steps, or want to know what will happen if you do something.

Our Help Guides are there for you, 24/7. But if you need the personal touch, feel free to contact our Team by phone or email.

This button

Opens Up Your Personal Leave Request Page

If you're using the Leave Request feature to submit your own leave requests, this button will land you on your Leave Requests and Balances page.Here you will see your own current leave balances and be able to submit a leave request.

    • Click here to go to the Help Article explaining how to request leave.

This button will only be on your Dashboard if you are also listed as an employee, being paid through Thankyou Payroll*You can also access your leave balances and request status updates via the Side Menu.