> ## 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. # 2cloudnine Configuration Checklist
Section Action or Item Required or Optional Status Completed By Notes DATE AND TIME (automated)
Pre Installation Setup Custom Profile Compulsory
Creation of 2cloudnine Admin Users Compulsory
My Domain Compulsory
Submit a case to Salesforce for changes to My Domain Conditionally Compulsory
Enable Chatter Compulsory
Enable Notes Compulsory
Community Licenses Provision Check Compulsory
Administrators Can Log in as Any User Compulsory
Enabling Digital Experiences Compulsory
Manage External Users Compulsory
Setup 'Roles' Compulsory
Organisation-Wide Email Adresses Compulsory
DKIM Setup (Email Authentication for Salesforce) Compulsory
Pre-Installation (additional to guide) Email Deliverability has All Access level enabled Compulsory Can be set as no access, if you do not want email notifications to be sent out
Ensure Org wide email is verified Compulsory
Add 2c9 Admin User details to 1password Compulsory
60 fields history tracking has been enabled Compulsory
Installing Packages Install 2cloudnine Payroll Compulsory
Install 2cloudnine Time2Pay Extension Compulsory
Install 2cloudnine Communities/Experience Extension Optional
Install 2cloudnine Data Creation Extension Compulsory
Install 2cloudnine Payroll Reconciliation Extension Compulsory
Install 2cloudnine Aus Lodgement Extension Compulsory
Add On Packages Install 2cloudnine General Ledger Extension Optional
Install Import Tool Extension Optional
Data Creation Setup Setup Payroll (Wizard) Compulsory
New Picklist Values Compulsory
Setup Time2Pay (Wizard) Compulsory
Required General Configuration Process Automation Settings Compulsory
Remote Site Settings Compulsory
- SuperChoice Site for STP Compulsory
- Retrieve Active Superfunds from Superchoice Compulsory
Withholding Rule and Withholding Rule Item Tabs Compulsory
Send Invoice Emails With Attachments over 3MB Compulsory
STP Lodgement Status Compulsory
Apex Classes Enable Scheduled Apex - Retrieve Payroll Reporting Result Compulsory
Enable Scheduled Apex - Retrieve Active Superfunds from Superchoice Compulsory
Custom Settings Aus Extension Configuration Compulsory
Automatic Status Update Compulsory
Disable Assignment Record Type Validations Optional
Payroll Configuration Compulsory
Time2Pay Batch Size Overrides Custom Setting Optional
Time2Pay Create Timesheet Record Types Conditionally Compulsory
Time2Pay Ext Main Settings Compulsory
Time2Pay Process Invoice - Invoice Types Conditionally Compulsory
Time2Pay Rate Calculator Configurator Conditionally Compulsory
Time2Pay Update Rates Settings Custom Setting Optional
Page Layout Assignments Standard Page Layouts Compulsory
Employee Community Page Layouts Compulsory
Compact Layouts Compulsory
Search Layouts & List View Button Layouts Compulsory
Lighting Record Pages Compulsory
Update Buttons, Links and Actions Interpretation Rule Compulsory
Update Standard Page Layouts Account (Invoice Entity) Compulsory
Account (Payment Entity) Compulsory
Assignment Conditionally Compulsory
Contact Compulsory
Leave Rule Optional
Invoice Settings Optional
Interpretation Breakpoint Compulsory
Payee Compulsory
Payee Leave Event Optional
Rate Calculator Compulsory
Schedule Optional
Timesheet Entry Optional
User Compulsory
Field History Tracking Account Compulsory
Contact Compulsory
Updating ALL remaining 2cloudnine Objects Conditionally Compulsory
Creation of Custom Permission Sets Standard Objects Permission Set Compulsory
2cloudnine View Setup Permission Set Compulsory
Pay Transactions Permission Set Compulsory
Rate Calculator Permission Set Conditionally Compulsory
Online URL Invoices Conditionally Compulsory
2cloudnine Front Office User Permission Set Conditionally Compulsory
Employee Community Plus Permission Set (only if using Community Plus Licences) Employee Community Plus Permission Set (only if using Community Plus Licences) Conditionally Compulsory
Scheduled Jobs Pay Advice PDF Creation & Email Compulsory
Transaction processing Compulsory
Invoice attachment Compulsory
Timesheet creation Compulsory
MPR Automation Conditionally Compulsory
Auto Community User creation from Payee object Conditionally Compulsory
Enable automated generation of Rate Calculator Lines Conditionally Compulsory
Enable Automatic Status Update Compulsory
Delete Payroll Logs (Debug and Batch) Compulsory
- Verify the scripts are scheduled correctly Compulsory
Employee Community Builder Creating the Experience Compulsory
Activate the Community Compulsory
Community General Security Settings Compulsory
Enable Community Security Members Compulsory
Community Login Page Branding/Styling Compulsory
Community Emails & Templates Compulsory
Apply Theme, Colors and Logo to the Community Compulsory
Creating Community Pages Compulsory
Community Navigation Menu Compulsory
Alternate Community Navigation Menu Optional
Activate Timesheet Leave Events, Expenses, and Allowances in Community Conditionally Compulsory
Deactivate Leave Forecast and other Leave Components in the Community Optional
Deactivate Company Details and other Components in the Community Optional
Community Logout Button - Removal & Addition Compulsory
Dynamic Branding/Styling for different Audiences Optional
Enable Community Sharing Set Conditionally Compulsory
Create Approver Identifier & Audience Conditionally Compulsory
- Creation of Approver field on Contact Conditionally Compulsory
- Creation of Approver page and Tab Conditionally Compulsory
- Create Audience for Approvers Conditionally Compulsory
Invoice Site Setup Create a new Invoice Site Conditionally Compulsory
- Assign the Online Invoice Permission Sets Conditionally Compulsory
Additional Custom Settings and Configuration Time2Pay Portal Specific Settings - Employee Community Compulsory
Time2Pay Portal Specific Settings - Invoice Portal Conditionally Compulsory
Time2Pay Portal Permission Sets - Employee Community Conditionally Compulsory
Rate Calc Line Overriding and Rounding Functionality Optional
Assignment of Permission Sets to Users Packaged Compulsory
Custom Compulsory
To assign multiple Permissions Sets to a User N/A
To assign a Permissions Set to multiple Users N/A
Administrator Guides Administrator Guides Optional
Discovery Workbook Data & other required records Review all Discovery Workbook tabs Compulsory
Review Payroll Data Creation - Key Information Compulsory
STP Submission Client Superchoice Registration Compulsory