> ## Documentation Index > Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt > Use this file to discover all available pages before exploring further. # Configuration Guide To 2cloudnine Utilities v1.0 **Important Information** Only an authorised Salesforce System Administrator or Partner should be actioning any installation, configuration items, and tasks. There may be compulsory and optional configuration items and tasks that need to be completed pre and post-installation of the Package. These will be highlighted in the checklists given in this document, with further details given within this document. It is required that you complete the installation and configuration of the main 2cloudnine Payroll Packages before attempting to install the 2cloudnine Utilities Package. You can do so by following the [steps given in the Configuration Guide To 2cloudnine Payroll Suite. This will ensure that any](https://drive.google.com/open?id=1RtdfwMuXvCelhvZ8Vw63Soi26EUP8z5n) prerequisite/base configuration needed for the 2cloudnine Utilities has also been completed. The installer will be responsible for ensuring all these configuration items and tasks are completed within a reasonable timeframe of the Package being installed. Please ensure you have familiarised yourself with all the requirements before installing the Package and ensure you have sufficient time and resources available. Failing to do so can negatively impact the User experience and stability of 2cloudnine Payroll and 2cloudnine Utilities. This guide should always be accessed from Salesforce and used via your web browser. This will ensure you are viewing the most recent version of the document. Further, downloading the document and opening it with desktop programs, such as Adobe, has been found to cause errors when copying and using the scripts provided for data updates. These errors do not occur when viewed through a browser. ## Read First: How to Use this Configuration Guide ### **What is covered by this Configuration Guide?** This Configuration Guide outlines the ‘out of the box’ setup of 2cloudnine Utilities Extension, including built-in customisations to customer-required processes and data. Where customisation is built into the Package, we will cover how to install and configure. Where, during the sales process and discovery, it is identified that further customisations outside of those built and contained within 2cloudnine Utilities Extension Package will be required, this will not be covered by this Configuration Guide. ### **Task Types** * General Salesforce Setup * Custom Settings, Metadata Types, and Setting Configuration * Wizards and Scripts * Schedule Jobs * Page Layouts and Other User Interfaces * Base Data / Records Set Up * Baseline Testing * Security Set Up * Data Migration ### **Task Classifications** This Configuration Guide is made up of a series of tasks that are either compulsory or optional, which must be completed to successfully utilise 2cloudnine Utilities. Each task is allocated 1 of 3 possible classifications, which are: * **Compulsory** must be completed regardless of whether the organisation will use the related functionality. Example: It is a Compulsory task to set up at least one Profile, with a License Type of ‘Salesforce Platform’ to use with 2cloudnine Utilities. * **Conditionally Compulsory** must be completed if the organisation is choosing to use a specific functionality within 2cloudnine Utilities. When a task is Conditionally Compulsory, we will detail the condition(s) that make it compulsory. Example: If the organisation is going to use the 2cloudnine Utilities functionality to generate and submit their STP reporting to the ATO, it is a Conditionally Compulsory task to create Authorised Contacts for all Payment Entities that they will be using the functionality to lodge for. If the organisation does not use the functionality, the Users will not have to complete the task. * **Optional** tasks will only need to be completed to use an optional feature of 2cloudnine Utilities. In these cases, there is often a Default behaviour(s) built into 2cloudnine Utilities. If the organisation wishes to use the Default behaviour(s), they don’t have to do anything else. Where an organisation is not going to use the Default behaviour(s), an optional task will be set. ## Disclaimer (Must Read) The 2cloudnine Utility Extension is a managed Package providing Customers with the ability to increase functionality and provide general usability enhancements that are not yet available in our managed Payroll, Time2Pay, General Ledger, and Community Packages. The Utility Extension is available to all 2cloudnine Customers as an optional installation and is not supported under your standard 2cloudnine Support Agreement. Any questions or issues relating to the Utility Extension must be referred to your Salesforce Administrator. Whilst every endeavour has been made to ensure optimal performance of the available Components, it is the responsibility of the clients installing the Package to perform all adequate testing, including any load testing. The Utility Extension leverages Fields and Components from our standard Managed Packages but does not undergo the same rigorous QA process. This means 2cloudnine does not guarantee any future upgrades to our 2cloudnine Managed Packages will not have an adverse impact on functionality provided in the Utility Extension. It is the responsibility of each Customer installing all new 2cloudnine Packages to also consider the Utility Extension in their Package testing. Where a new 2cloudnine Managed Package includes functionality superseding that in the Utility Extension, all effort will be made to communicate this as part of our Release Notes. It will however be the responsibility of the Customer to disable any respective Components from the Utility Extension. As a Managed Package, the Utility Extension can be upgraded. Any new Releases of the Utility Extension Package that contain upgraded Components will automatically apply upon installation. The installer must ensure that any necessary information/data is provided to 2cloudnine in a timely manner and ensure there is adequate time and resources within the organisation to effectively test the installed functionality. None of the components included in the Utility Extension Package should be activated within a Production org until it is sufficiently tested in an up-to-date Sandbox. Please ensure you have read and understood this disclaimer before installing the Utility Extension Package into your Sandbox and Production environments. ## Functionality Index The following table lists the functionalities available in the Utilities Extension. | Document | Document Type | Description | | --------------------------------- | ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Timesheet Adjustments | Administrator Guide | A powerful feature that provides Payroll Users with the ability to revert an Approved Timesheet and automatically reverse all paid and invoiced Pay Transactions and revert the Timesheet to New. | | ATO Kilometres | Administrator Guide | Enables Payroll Users the ability to automatically adjust Kilometre Allowance Pay Transactions to meet the ATO’s taxable and Non-Taxable thresholds. | | PO Management | Administrator Guide | Provides customers a versatile solution for managing their Purchase Orders, Milestone Billing, and Statements of Work. | | Employee Payroll Onboarding | Administrator Guide | User-friendly Screen Flows, accessible within your Salesforce Employee Community, allow Employees to efficiently complete and manage key Payroll details—including their Tax File Number (TFN) Declaration, Superannuation Choice, and Payment Information. | | Timesheet Email Approval | Administrator Guide | Enables Approvers to review a summary of Submitted Timesheets directly within an email, and take action — Approve or Reject—without needing to log in to the Employee Community. This streamlines the approval process and improves efficiency. | | Customisable Community Timesheets | Administrator Guide | The Customisable Community Timesheets feature provides enhanced flexibility for both Employee and Approver Communities, enabling tailored table views, dynamic Field Sets, and Custom Flow integration based on Record Type and Status. | | Guest User Approval for Aura | Administrator Guide | Enables Approvers to approve Timesheets, Expenses, and Leave without a login or User license by using a secure, token-based URL — leveraging Salesforce Guest User access under updated security policies. This is for an Aura site. | | Guest User Approval for LWR | Administrator Guide | Enables Approvers to approve Timesheets, Expenses, and Leave without a login or User license by using a secure, token-based URL — leveraging Salesforce Guest User access under updated security policies. This is for a LWR site. | ## Introduction & Overview This Configuration Guide to 2cloudnine Utilities covers the steps to install the Utilities package and related configuration steps for various Utilities functionalities. The following functionalities are covered in this document: * ATO Kilometres * Create Employee Specific Rate Calculator (Batch Class) * Customisable Community Components * Employee Payroll Onboarding * PO Management * Reminder Notifications * Timesheet Email Approvals * Community Select Payee * Timesheet Adjustments ## Pre-Installation ### **Prerequisites** 2cloudnine Payroll, 2cloudnine Time2Pay, 2cloudnine Communities and 2cloudnine Aus Extension must be installed in the org before you can install the 2cloudnine Utilities Extension. All current links for updated Packages can be found in the configuration guide linked below:
Package Installation Link
2cloudnine Payroll Configuration Guide To 2cloudnine Payroll
2cloudnine Payroll Time2Pay Extension
2cloudnine Communities Extension
2cloudnine Aus Extensions
Once you have installed the above packages, please install the Utilities Package: | Package | Installation Link | | -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 2cloudnine Utilities | [https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdM000000AQR3QAO](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tdM000000AQR3QAO) | ### **Installing the Package** When you install a Managed Package, you need to select if the security is going to be applied to all Profiles, or you need to manually select which Profiles you will be applying the security to. This will only happen on the first install of the Package so make sure you select carefully and correctly. Screenshot from Configuration Guide To 2cloudnine Utilities v1.0 Screenshot from Configuration Guide To 2cloudnine Utilities v1.0 ### **Utility Extension Package Upgrade and Flow Management** The Utility Extension Package is a Managed Package, meaning it is upgradeable. New Package releases, including updates or new Components, will be automatically installed. If you have created a new Flow definition based on one of the Utility Extension Package Flows, it will automatically be replaced by the new version included in the upgraded Package. To avoid this, we recommend saving any modified Flows as entirely new Flows. By doing so, your customisations will remain separate and unaffected by future upgrades to the Utility Extension Package. ## Installation and Configuration Checklist ### **Installation and Configuration Checklist** The following checklist summarises the tasks that are to be performed to install and configure the 2cloudnine Utilities. A higher level of detail on what is required can be found by following the link to each specific task. Each task should be completed in the sequence below to ensure seamless installation and configuration of the Packages. | Configuration Item / Task | Requirement? | | ---------------------------------------------------------- | ---------------------------- | | **General Configuration** | | | ☐ Apply Security | **Compulsory** | | **ATO Kilometres** | | | ☐ Apply Security | **Conditionally Compulsory** | | **Create Employee Specific Rate Calculator (Batch Class)** | | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Update Page Layout | **Conditionally Compulsory** | | **Customisable Community Components** | | | ☐ Community Configuration | **Conditionally Compulsory** | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Update Page Layouts | **Conditionally Compulsory** | | **Employee Payroll Onboarding** | | | ☐ Apply Security | **Conditionally Compulsory** | | **PO Management** | | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Update Page Layouts | **Conditionally Compulsory** | | **Reminder Notifications** | | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Update Page Layout | **Conditionally Compulsory** | | **Timesheet Email Approvals** | | | ☐ Required Guest Approver Site | **Conditionally Compulsory** | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Update Approval Community | **Conditionally Compulsory** | | **Community Select Payee** | | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Community Sharing Settings | **Conditionally Compulsory** | | **Timesheet Adjustments** | | | ☐ Apply Security | **Conditionally Compulsory** | | ☐ Update Page Layouts | **Conditionally Compulsory** | ## General Configuration Before using the Utilities Extension Package, the following general configuration steps must be completed. The steps below are Compulsory, regardless of which specific features within the Package you plan to use. Each feature is also detailed in its own Administrator Guide, which must be followed in addition to this Configuration Guide if you intend to use that functionality. Failure to complete the steps from both Guides may result in errors during use of the customised functionality. ### **Apply Security** The Utilities Extension Package includes several Custom Fields on the Pay Transaction object. To ensure successful Payroll Processing, all Users who access the Pay Batch must have access to these Custom Fields. To simplify security, the Package includes a Permission Set Group called ‘2cloudnine Utilities Payroll User’, which grants the required Permissions to Payroll Users. To assign the Permission Set Group: Go to **Setup** - **Permission Set Groups** . 1. Select the **2cloudnine Utilities Payroll User** Permission Set Group. 2. Select the button **Manage Assignments** . 3. Select the button **Add Assignments** . 4. Search for and select each User to assign the Permission Set to and click **Next** . 5. Select the **Assign** button. ## 1. ATO Kilometres The ATO Kilometres Custom process enables Payroll Users the ability to automatically adjust Kilometre Allowance Pay Transactions to meet the ATO’s Taxable and Non-Taxable thresholds. The process is run after creating a Pay Batch, and calculates both the Payee’s YTD Kilometres and the correct Pay Code of the Kilometre Allowance. Based upon a combination of the Payee’s YTD Aggregate and a defined ATO base rate, Pay Transactions are unchanged, adjusted, or split to ensure they are correctly allocated between Taxable and Non-taxable Pay Codes. Adjusted Pay Transactions can then be finalised within their Pay Batch and sent with the correct Pay Codes to the ATO via STP Lodgements. The following configuration steps are required to utilise the ATO Kilometre feature within the Utilities Package. **Apply Security** The ATO Kilometre Adjustments process feature includes several custom Components that require User access to function correctly. To provide this required access, the package includes a Permission Set that should be assigned to Users who should use this function. To assign the ATO Kilometres Permission Set: Go to **Setup** - **Permission Sets** - **2cloudnine ATO Kilometre Permission Set** - **Manage Assignments** 1. Select the button **Add Assignments** . 2. Search for and select each User to assign the Permission Set to and click **Next** . 3. Select the **Assign** button. ## 2. Create Employee Specific Rate Calculator (Batch Class) This Batch Job can be scheduled to allow Employee-Specific Rate Calculators to be created in bulk from applicable Assignments, removing the need for Custom alternatives, which can add additional performance and maintenance overheads. **Apply Security** The Create Employee Specific Rate Calculator Batch Class includes several Custom Components that require User access to function correctly. To provide this access, the Package includes a Permission Set called 2cloudnine Rate Calc Creation that grants access to all necessary components. To assign the 2cloudnine Rate Calc Creation Permission Set: Go to **Setup** - **Permission Sets** - **2cloudnine Rate Calc Creation Permission Set** - **Manage Assignments** 1. Select the button **Add Assignments** . 2. Search for and select each User to assign the Permission Set to and click **Next** . 3. Select the **Assign** button. **Important Notes** *(Permission Set)* You must at a minimum, assign the Permission Set to the User who will schedule the Batch Class, or the job will not process successfully. ### **Update Page Layout** The Create Employee Specific Rate Calculator Batch Class includes a Custom Field that should be added to the Page Layout for Temp Assignments to utilise the Rate Calculator. Go to **Setup** - **Object Manager** - **Assignment** - **Page Layouts > Page Layout Assignments** 1. Select the Page Layout assigned to the Temp Record Type. 2. Add the following Field to the Page Layout: 1. **Create Rate Calculator** 3. Select **Save** . 4. Repeat for any other Page Layouts assigned to the Temp Record Type. ## 3. Customisable Community Components The Customisable Community Components enhance the flexibility of both Employee and Approver Community Components, offering greater customisation options. ### **Community Configuration** The Customisable Community Components are of an enhanced design to replace the Standard 2cloudnine Components within your Community Experience. To use these Components, make sure your Communities are properly configured according to the relevant Configuration Guides: ### **Employee Community Configuration** * [Follow the instructions in the 2cloudnine Payroll Suite Configuration Guide to set up the](https://drive.google.com/file/d/1RtdfwMuXvCelhvZ8Vw63Soi26EUP8z5n/view) Employee Community Experience. ### **Approver Community Configuration** * [For Guest User Approvers, refer to the 2cloudnine Utilities - Guest User Approval Guide](https://docs.google.com/document/d/1kieiufIcF8Bwf9TaR6Awf5AOx940LuL5/edit#heading=h.gjdgxs) for the specific Configuration steps. Ensure these configurations are complete before implementing the Customisable Community Timesheets. **Apply Security** The ‘Customisable Community Components’ includes several Components that require access by the Employee and Approvers. To provide access, the Package includes Permission Sets that can be applied to the required Community Users. ### **Employee Permission Set** In order to access the Customisable Components within the EmployeeCommunity, all Employee Community Users must be assigned the **2cloudnine Employee Community Utility Permission Set** . To assign the 2cloudnine Employee Community Utility Permission Set: Go to **Setup** - **Permission Sets** - **2cloudnine Employee Community Utility Permission Set** - **Manage** ### **Assignments** 1. Select the button **Add Assignments** . 2. Search for and select each User to assign the Permission Set to and click **Next** . 3. Select the **Assign** button. **Important Notes** *(Permission Sets)* *Most Customers automate the application of Community Permission Sets either via the ‘Time2Pay* *Portal Permission Sets’ Custom Settings or their own custom automation. It is recommended to* *include the 2cloudnine Packaged Employee and Approver Permission Sets in this process.* ### **Approver Permission Set** To access the Customisable Components within the Approver Community Experience, all Approvers must be assigned the **2cloudnine Approver User Utility Permission Set** . To assign the 2cloudnine Approver User Utility Permission Set: Go to **Setup** - **Permission Sets** - **2cloudnine Approver User Utility Permission Set** - **Manage** **Assignments** 1. Select the button **Add Assignments** . 2. Search for and select each User to assign the Permission Set to and click **Next** . 3. Select the **Assign** button. **Important Notes** *(Approver Permission Set)* Any Customer Orgs using ‘Guest User Approval’ functionality can skip the Approver Permission Set, because the ‘2cloudnine Approver Guest User Utility Permission Set’ applied to the Guest User already contains the required permissions to access these Components. ### **Update Page Layouts** The Customisable Community Components include the ability to capture Time for Allowances (Timesheet Items). If using this functionality, the following updates must be applied to the relevant Page Layouts: ### **Payee Allowance Record** Go to **Setup > Object Manager > Payee Allowance Record** **> Page Layouts** 1. Select the **Time2Pay Payee Timesheet Allowance Template Group** Page Layout. 2. Add the following Fields to the Page Layout: * **Enable Time Entry in Community** * **Community Time Entry Required** 3. Click **Save** . 4. Repeat for **Time2Pay Payee Timesheet Allowance** Page Layout. ### **Timesheet Item** Go to **Setup > Object Manager > Timesheet Item> Page Layouts** 1. Select the **TC9ET Timesheet Item Layout** Page Layout. 2. Add the following Fields to the Page Layout: * **Start Time** * **End Time** 3. Click **Save** . ## 4. Employee Payroll Onboarding The Employee Payroll Onboarding consists of four User-friendly Screen Flows accessible within your Salesforce Employee Community. These Flows enable Payees to complete and manage Payroll information, including their Tax File Number (TFN) Declaration, Company Information, Superannuation Choice, and Payment Details. Designed to streamline the onboarding process, these Flows guide Employees through each step, ensuring accuracy and compliance, eliminating the need for Payroll to manually create the required records. This approach improves efficiency and also enhances the Employee experience by simplifying access to critical payroll information. The following configuration is required to utilise the Employee Payroll Onboarding functionality within the Utilities Package. **Apply Security** Any Employee Community User who accesses the 2c9 Utilities - Employee Payroll Onboarding Screen Flows must be assigned the ‘2cloudnine Employee Community Utility Permission Set’. To assign the 2cloudnine Employee Community Utility Permission Set: Go to **Setup > Permission Set** 1. Select the **2cloudnine Employee Community Utility Permission Set** Permission Set. 2. Select **Manage Assignments** and then **Add Assignments** . 3. Search for and select each User to assign the Permission Set to and click **Next** . 4. Select the **Assign** button. **Important Notes** *(Permissions Sets)* All Employee Community Users must also have the standard 2cloudnine Employee Community Permission Sets assigned as per the 2cloudnine Payroll Configuration Guide. Failure to assign these Permission Sets will result in errors for the running User. ## 5. PO Management PO Management offers Customers a versatile solution for managing their Purchase Orders, Milestone Billing, and Statements of Work. Pay Transactions that are processed by PO Management will be allocated to a Purchase Order based upon rules defined on the related Purchase Order and Purchase Order Junctions. PO Management facilitates comprehensive PO Allocation, enabling the allocation of values, Effective Periods, Depletion Rules, and the specific types of Pay Transactions to apply the Purchase Order to. **Apply Security** PO Management includes a number of Custom Components that require User access for successful processing. To provide this access, the Package includes a Permission Set called **2cloudnine PO** **Management** that grants access to all necessary Components. To assign the PO Management Permission Set: Go to **Setup > Permissions Sets > 2cloudnine PO Management Permission Set > Manage Assignments** 1. Select **Add Assignments** . 2. Search for and select each User to assign the Permission Set to and click **Next** . 3. Select **Assign** . **Update Page Layouts** Purchase Order Management includes Page Layouts for the Purchase Order and Purchase Order Junction records that will be applied by default. The following Objects and Page Layouts must be updated to include the following actions: ### **Assignment** Go to **Setup > Object Manager > Assignment > Page Layouts** 1. Select the **Time2Pay Assignment - Temp** Page Layout. 2. Add the following Fields to the Page Layout: * **Requires Purchase Order** * **Purchase Order Number** 3. Add the following Related List to the Page Layout: * **Purchase Order Junctions** 4. Click **Save** . ### **Pay Transaction** Go to **Setup > Object Manager > Pay Transaction > Page Layouts > Page Layout Assignment** 1. Select the page layout assigned to the Record Type of **Payment** . 2. Add the following Fields to the Page Layout: * **Purchase Order Number** * **Process PO Allocation** * **PO Allocation Notes** 3. Click **Save** . 4. Repeat for all other page layouts applied to Record Types of **Allowances** and **Expenses** . ### **Pay Code** Go to **Setup > Object Manager > Pay Code > Page Layouts** 1. Select the page layout assigned to the Record Type of **Payment** . 2. Add the following Field to the Page Layout: * **PO Allocation Type** 3. Click **Save** . 4. Repeat for all other page layouts applied to Record Types of **Allowances** and **Expenses** . ### **Project Code** Go to **Setup > Object Manager > Pay Transaction > Page Layouts** 1. Select the **Assignment Project Code Layout** Page Layout. 2. Add the following Field to the Page Layout: * **Purchase Order** 3. Click **Save** . ### **Invoice Settings** Go to **Setup > Object Manager > Invoice Settings** **> Page Layouts** **●** 1. Select the **Time2Pay Invoice Setting - Payroll Items** Page Layout. 2. Add the following Field to the Page Layout: * **Include PO in Invoice Grouping** 3. Click **Save** . ## 6. Reminder Notifications Reminder Notifications automate the sending of Reminder Approval Emails for Timesheets, Expense Claims, and Leave Events, to both Employees and Approvers. ### **Required Guest Approver Site (Conditionally Compulsory)** Reminder Notifications can be used for both Authenticated Approvers and Guest User Approvers. However, when using Guest User Approvers, you must configure both the Guest User Approval Site (refer to the [2c9 Utilities - Guest User Approval Guide) and the Timesheet Email Approvals - Utilities Admin](https://docs.google.com/document/d/1mFw3wpAdxBrA_kztI6dCaQurMTnAM-lO/edit#heading=h.gjdgxs) Guide. If these are not configured, the default Reminder emails will contain invalid links. **Apply Security** The Reminder Notifications feature includes several Custom Components that require User access to function correctly. To provide this access, the Package includes a Permission Set called ‘2cloudnine Notification Reminders’ that grants access to all necessary Components. To assign the 2cloudnine Timesheet Adjustments Permission Set: Go to **Setup** - **Permission Sets** - **2cloudnine Reminder Notifications Permission Set** - **Manage** **Assignments** 1. Select **Add Assignments** . 2. Search for and select each User to assign the Permission Set to and click **Next** . 3. Select the **Assign** button. **Update Page Layout** The Reminder Notification process relies on specific fields being available on the Assignment Page Layout. These fields enable Users to update data required to trigger automated Email Reminders. To update the Page Layout: Go to **Setup** - **Object Manager** - **Assignment** - **Page Layouts > Page Layout Assignments >** 1. Select the Page Layout assigned to the Temp Record Type. 2. Add a new section to the Page Layout called **Reminder Notifications** . 3. Add the following fields to this section: 1. **Reminder Notification Method** 2. **Send Employee Timesheet Reminders** 3. **Send Timesheet Reminders To** 4. **Send Expense Claim Reminders To** 5. **Send Leave Reminders To** 4. Select **Save** . 5. Repeat for all remaining Page Layouts of Assignments. **Note** - Timesheet Reminders are only applicable to Temp Assignments that utilise Timesheets. The Reminder Notifications (Utilities) - Administrator Guide also includes additional configuration steps required to ensure these functions operate successfully ## 7. Timesheet Email Approvals Timesheet Email Approvals offers a solution for Approvers to review a summary of Timesheets Pending Approval directly within an email. This feature allows Approvers to Approve or Reject Timesheets without needing to log in to the Community, streamlining the Approval process significantly. The feature is further enhanced with pre-designed Email Templates, Customisable Settings to control specific behaviours, and the ability to automate the Scheduling of emails. These additions make Timesheet Email Approvals an alternative to the traditional login-based Approval method. ### **Required Guest Approver Site** The ‘Timesheet Email Approvals’ functionality only works with a Guest User Approver Site. To utilise this functionality, you must first configure the Guest User Approver Community as per the [2c9 -](https://docs.google.com/document/d/1kieiufIcF8Bwf9TaR6Awf5AOx940LuL5/edit#heading=h.gjdgxs) [Guest User Approval Guide.](https://docs.google.com/document/d/1kieiufIcF8Bwf9TaR6Awf5AOx940LuL5/edit#heading=h.gjdgxs) **Apply Security** To send Timesheet Notifications, Expense Claim Notifications or Leave Notifications, and for the Guest User to approve Timesheets via Email, they must have the **2cloudnine Timesheet Email Approver Guest** **User** Permission Set assigned to them. To assign the Permission Sets: Go to **Setup** - **Sites** - Click the **Site Label** used for Approver Community in the site label column > **Public** **Access Settings** - **Assigned Users** 1. Select the **Guest User** . 2. Select **Edit Assignments** in the Permission Set Assignments related list. 3. Select: * **Approver User Permission Set** * **Approver User Permission Set Clone** * **2cloudnine Timesheet Email Approver Guest User** * **2cloudnine Approver Guest User Utility Permission Set Clone** 4. Select the **Add >** button. 5. Select **Save** . 6. Select **OK** in the additional pop-up warning message. ### **Update Approval Community** To ensure the Approvers are able to appropriately approve Timesheets directly from the Approval email, new pages on the Approver Community need to be created reflecting the new Components for Timesheet Approvals. It is important to note that there are two options available for Timesheet Email Approvals, and both options are recommended to be configured as they can be used interchangeably. 1. **Single** - Approvers will be sent a single email for each Submitted Timesheet and approve Timesheets individually. 2. **Consolidated** - Approvers will be sent a consolidated email for all Submitted Timesheets and can approve Timesheets in bulk. **IMPORTANT:** The Component within the Builder will display an error message ‘this url and token is invalid’. This can be ignored when displayed within the Builder. ### **Single Timesheet Approval Page** To set up the new Approver page: Go to **Setup** - **Digital Experiences** - **All Sites** - **Builder** (for the Approver Community) 1. Click on the Gear icon at the top of the screen for the Pages drop-down and select **+ New Page** . 2. Select **Standard Page** . 3. Select **New Blank Page** . 4. Select **Flexible Layout** . 5. Enter the page name **Approve Timesheets** and let the URL auto-complete whilst keeping the API Name blank (see Figure 1). 6. Select the **Create** button. Screenshot from Configuration Guide To 2cloudnine Utilities v1.0 7. Select the **Components** button (lightning symbol) 8. Search for the **Timesheet Approval Verify** LWC and drag it onto the page. 9. Select **Publish** followed by **Got It** . ### **Consolidated Timesheet Approval Page** To configure the Consolidated Timesheet Approver Page: Go to **Setup** - **Digital Experiences** - **All Sites** - **Builder** (for the Approver Community) 1. Click on the Gear icon at the top of the screen for the Pages drop down and select **+ New Page** . 2. Select **Standard Page** and then **New Blank Page** . 3. Select **Flexible Layout** . 4. Enter the page name **Consolidated Timesheet Approval** and let the URL auto-complete whilst keeping the API Name blank. 5. Select the **Create** button and then select the **Components** button (lightning symbol) 6. Search for the **Consolidated Timesheet Approval LWC** and drag it onto the page. 7. Select **Publish** followed by **Got It** . ## 8. Community Select Payee **Apply Security** In order to run the ‘Community Select Payee’ Screen Flow, Users must have access to the following fields: * Contact > Primary Payee (Edit) * Payee > Primary Records (Edit) * Payee > Payee & Payment Entity (Read) ### **Community Sharing Settings** Employees updating their Primary Payee record using the ‘Community Select Payee’ Flow need access to a number of records via Community Sharing Settings. Please refer to the [Configuration Guide to 2cloudnine Payroll Suite](https://drive.google.com/file/d/1RtdfwMuXvCelhvZ8Vw63Soi26EUP8z5n/view) and search for the text ‘Enable Community Sharing Set’. Please ensure you configure the Community Sharing Sets exactly as outlined in the guide to ensure you do not receive any errors. ## 9. Timesheet Adjustments **Apply Security** Timesheet Adjustments includes a number of Custom Components which all require User access to be processed successfully. When deploying and configuring Timesheet Adjustments, one of the following options must be used to apply all the required access to end Users. ### **Timesheet Adjustment Permission Set** A Permission Set ‘Timesheet Adjustments’ is included in the deployment Components and contains access to all the required Components. To assign the Timesheet Adjustments Permission Set: Go to **Setup** - **Permission Sets** - **Timesheet Adjustments Permission Set** - **Manage Assignments** 1. Select the **Add Assignments** button. 2. Search and select each User to assign the Permission Set to and click **Next** . 3. Select the **Assign** button. ### **Deploy with Required Profiles** **IMPORTANT:** If Timesheet Adjustments is being deployed from an Org where all Permissions have already been applied to a Profile, ensure that Profile is also selected during deployment of the Custom Components. **Update Page Layouts** Timesheet Adjustments includes fields that should be made available on Page Layouts for ease of viewing data related to the Timesheet Adjustment process. The following objects and Page Layouts should be updated to include the following actions. ### **Timesheet** Go to **Setup > Object Manager > Timesheet > Page Layouts** 1. Select the **Time2Pay Assignment - Temp** Page Layout. 2. Add the following Fields to the Page Layout: * **Scheduled Job Processed** * **Reversed Count** * **TS Adjustment Approval Status** 3. Click **Save** . **Pay Transaction** Go to **Setup > Object Manager > Pay Transaction > Page Layouts** 1. Select the **Time2Pay Pay Transaction - Payment** Page Layout. 2. Add the following Fields to the Page Layout: * **Reversed From Timesheet** * **Original Pay Transaction** * **Is Reversal** * **OriginalTSEID** 3. Click **Save** . 4. Repeat for **Time2Pay Pay Transaction - Expense** Page Layout.