Configuration Guide To 2cloudnine Payroll Suite v1.13

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Packages Included in 2cloudnine Payroll

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Add On Packages

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Important Information

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Read First: How to Use this Configuration Guide

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What is covered by this Configuration Guide?

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Discovery Workbook and Configuration Guide

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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

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Task Classifications

• 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 Payroll.
• Conditionally Compulsory must be completed if the organisation is choosing to use a specific functionality within 2cloudnine Payroll. When a task is Conditionally Compulsory, we will detail the condition(s) that makes it compulsory. Example: If the organisation is going to use the 2cloudnine Payroll 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 Payroll. In these cases, there is often a Default behaviour(s) built into 2cloudnine Payroll and 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.

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1. Pre-Installation

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Installation and Configuration Checklist

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Setup Custom Profile

1. On the Profiles list, find the profile named Standard Platform User .
2. Click on the Clone button.
3. Enter Profile Name : 2cloudnine Payroll User.
4. Click the Save button.

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Creation of 2cloudnine Admin Users

1. Select the current User record, and select the Edit button.
2. Populate the following fields:
   • First Name: 2cloudnine
   • Last Name: Support
   • Alias: defaults after First Name and Last Name are populated
   • Email: usercredentialsinternal@2cloudnine.com
   • Username: defaults to email entered, so replace “usercredentialsinternal” with Orgname.support (e.g. ABCNursing.support@2cloudnine.com)
   • License: Salesforce
   • Profile: System Administrator
3. Click the Save button.

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For 2cloudnine Partners:

1. Select the New User button.
2. Populate the following fields:
   1. First Name: 2cloudnine
   2. Last Name: Support
   3. Alias: defaults after First Name and Last Name are populated
   4. Email: usercredentialsinternal@2cloudnine.com
   5. Username: defaults to email entered, so replace “usercredentialsinternal” with Orgname.support (e.g. ABCNursing.support@2cloudnine.com)
   6. License: Salesforce
   7. Profile: System Administrator
3. Click the Save button.

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Integration User Creation

• clientname.services@2cloudnine.com - 2c9 Services Team Admin User
• clientname.integration@2cloudnine.com - Integration License User

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Automation of Adding Credentials to 1Password (2cloudnine only)

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My Domain (Custom Domain)

1. Confirm the My Domain Details section has data populated.
2. If not, please populate the details.

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Submit a case to Salesforce for changes to My Domain (Conditionally Compulsory)

1. Organisation ID
2. Current Domain Name
3. Requested New Domain Name
4. Justification for Unique Site Subdomain Change

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Enabling Chatter

1. Select the Edit button.
2. Select the checkbox Enable to true within the top section Chatter Settings.
3. Select the Save button.

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Enabling Notes

1. Tick the Enable Notes checkbox.
2. Click the Save button.

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Community Licences Provision Check

1. Scroll down to ‘User Licence’.
2. Review if ‘Customer Community’ is listed and the number provisioned, used, and remaining.

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Administrators Can Log in as Any User

1. Tick the Enabled checkbox for ‘Administrators Can Log in as Any User’.
2. Click the Save button.

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Enable Digital Experiences

1. Tick the checkbox ‘ Enable Digital Experiences’ .
2. If you have Enhanced Domains enabled (under Setup > My Domain ), you can select Save, and proceed to step 4 below.
3. If you do not have Enhanced Domains enabled, enter a suitable URL for the Community that is available to use as per the client’s preference. Please consult with the client before selecting this URL to ensure it doesn’t conflict with their websites. Once done, please select the Save button and wait as this may take a few moments. You will then be taken to the All Sites page.

4. Find the checkbox ‘ Let customer users access notes and attachments ’ and ensure that it is ticked.
5. Find the checkbox ‘ Allow using standard external profiles for self-registration, user creation, and login ’ and tick it.
6. Please acknowledge the additional pop-up window so this can be saved.
7. Click Save .

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Manage External Users (System Administrator Profile)

1. Select the Contact Layout.
2. Review the buttons appearing on the Page Layout, and confirm the buttons Enable Customer User, Disable Customer User, and Log in to Experience as User are all appearing under ‘Salesforce Mobile and Lightning Experience Actions.’
3. If there are additional layouts, determine which of those also need these buttons, and repeat for every Contact layout required.

1. If Enhanced Profile User Interface is enabled:
   • Select ‘App Permissions’ then find ‘Manage External Users’ in the Partner Relationship Management section, and ensure the checkbox is True .
2. If Enhanced Profile User Interface is NOT enabled:
   • Select ‘Manage External Users’ in the ‘Administrative Permissions’ section, and ensure the checkbox is True.

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Setup ‘Roles’

1. Choose a suitable Sample Role Hierarchy.
2. Create a Role(s) and choose a suitable name (i.e. Administrator or Payroll)
3. Assign the Role to your User, as well as to any other Users who will be required to create Users (i.e. Community Users, Payroll Users, System Administrator, etc.).

1. Create a Role ‘Do Not Use’ at the top of the Role Hierarchy - ensure no User is assigned to this Role
2. Create a subordinate Role with a generic title such as ‘Staff’ or ‘Employees’
3. Ensure this Role is assigned to all internal Users.

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Organization-Wide Email Addresses

• The first email address is to receive email replies that can be used as a system default.
• The second email address is a send email address only and does not receive replies, which can be used as a system default.

1. Click on the Add button.
2. Populate the Display Name.
3. Populate the Email Address.
4. Populate the Purpose.
   1. Populate either:
      1. Allow All Profiles to Use this From Address; or
      2. Allow Only Selected Profiles to Use the From Address and then multi-select the individual Profiles to have access to this email address.
   2. If you selected Purpose as Default No-Reply Address, you will NOT need to select the above options.
5. Click Save . You will receive a verification email. Follow the steps in the email to complete the task.

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DKIM Setup (Email Authentication for Salesforce)

1. Setting up DKIM involves configuring the DNS settings of your Domain. If you lack access to your DNS settings, you should seek the assistance of your IT department.
2. You will need to have Salesforce Administrator access and access to your DNS server where your Domain is hosted.

1. Check if there is a DKIM Key listed and is active.
2. If there is no DKIM Key then please follow the article Create a DKIM Key to create one.
3. Please review the additional articles below to set up and configure your DKIM.

• Salesforce Email Deliverability Tips: BCC Email, SPF, DKIM, DMARC
• Best practices to setup DKIM
• Salesforce Email Authentication for Salesforce

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2. Installing Packages

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Main Packages

• proceed further only once all the required packages have been installed.
• install the following packages in the suggested sequence below:

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Installation Process

1. Install for Admins Only
2. Install for All Users
3. Install for Specific Profiles - To manually select which Profiles you will be applying the security to.

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3. Data Creation Setup

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Setup Payroll (Wizard)

1. The next screen will confirm the first records to be created will be the PAYG Withholding Rules. It will display the text below: By clicking ‘Next’ PAYG Withholding Rule records will be created. Click Next to proceed to the step below.
2. By clicking ‘Next’ Superannuation Withholding Rule records will be created. Click Next to proceed to the step below.
3. By clicking ‘Next’ GST Withholding Rule records will be created. Click Next to proceed to the step below.
4. By clicking ‘Next’ the July 1st 2020 updated STSL, Lump Sum D, ETP and Superannuation rates will be applied. Click Next to proceed to the step below.
5. By clicking ‘Next’ the October 2020 updated PAYG rates will be applied. Click Next to proceed to the step below.
6. By clicking ‘Next’ the July 2021 updated PAYG & Superannuation rates will be applied. Click Next to proceed to the step below.
7. By clicking ‘Next’ the July 2022 updated PAYG & Superannuation rates will be applied. Click Next to proceed to the step below.
8. By clicking ‘Next’ the July 2023 updated PAYG & Superannuation rates will be applied. Click Next to proceed to the step below.
9. By clicking ‘Next’ the July 2024 updated PAYG & Superannuation rates will be applied. Click Next to proceed to the step below.
10. By clicking ‘Next’ the July 2025 updated PAYG & Superannuation rates will be applied.

11. By clicking ‘Next’ the September 2025 updated STSL rates will be applied.

12. By clicking ‘Next’ the default group of Payment Pay Codes will be created.

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Create Pay Codes?

13. By clicking ‘Next’ the default group of Deduction Pay Codes will be created.

14. By clicking ‘Next’ the default group of Allowance Pay Codes will be created.

15. By clicking ‘Next’ the default group of Expense Pay Codes will be created.

16. By clicking ‘Next’ the default group of ETP Pay Codes will be created.

17. By clicking ‘Next’ the default group of Lump Sum Pay Codes will be created.

18. By clicking ‘Next’ the default group of FBT Pay Codes will be created.

19. You will now be advised the next steps relate to Pay Schedules, however will be given an opportunity to create an Organization-Wide Email Addresses if not already created from the previous request in this guide. If you have not created one yet, you will need to click the link provided in the screen to create one before proceeding with the Next button. If you click the provided link in the screen, a new window opens which takes you to the Setup screen for Organization-Wide Email Addresses. You can create them here (if you didn’t create them previously during Pre-Installation) so they can be referenced when you proceed to create your Pay Schedules (next step). These Organization-Wide Email Addresses will need to be client email addresses, and they must not be managed through Gmail due to the DMARC policy changes. Salesforce will also require verification of all email addresses added here. When satisfied, return to the previous browser screen and select Next .

20. Users will now be asked if they would like to create a default Weekly Pay Schedule.

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Create Pay Schedule?

• Schedule Name
• Earliest Payroll Calculation Date
• Send Pay Advices From (Org-Wide Email Address) (no default provided)
• Create One Pay Advice per
• Create Minimum and Maximum Warnings? (If yes, more fields display requiring values)
• Create Auto Pay Defaults? (If yes, more fields display requiring values) Click Next to create the Pay Schedule and proceed to the step below.

21. Users will now be asked if they would like to create a default Fortnightly Pay Schedule. Create Pay Schedule? If required, click Yes and populate the fields below:
    • Schedule Name
    • Earliest Payroll Calculation Date
    • Send Pay Advices From (Org-Wide Email Address) (no default provided)
    • Create One Pay Advice per
    • Create Minimum and Maximum Warnings? (If yes, more fields display requiring values)
    • Create Auto Pay Defaults? (If yes, more fields display requiring values) Click Next to create the Pay Schedule and proceed to the step below.
22. Users will now be asked if they would like to create a default Monthly Pay Schedule. Create Pay Schedule? If required, click Yes and populate the fields below:
    • Schedule Name
    • Earliest Payroll Calculation Date
    • Send Pay Advices From (Org-Wide Email Address) (no default provided)
    • Create One Pay Advice per
    • Create Minimum and Maximum Warnings? (If yes, more fields display requiring values)
    • Create Auto Pay Defaults? (If yes, more fields display requiring values) Click Next to create the Pay Schedule and proceed to the step below.
23. Users will now be asked if they would like to create a default Bi-Monthly Pay Schedule. Create Pay Schedule? If required, click Yes and populate the fields below:
    • Schedule Name
    • Earliest Payroll Calculation Date
    • Send Pay Advices From (Org-Wide Email Address) (no default provided)
    • Create One Pay Advice per
    • Create Minimum and Maximum Warnings? (If yes, more fields display requiring values)
    • Create Auto Pay Defaults? (If yes, more fields display requiring values) Click Next to create the Pay Schedule and proceed to the step below.
24. Users will now be asked if they would like to create a default 4-Weekly Pay Schedule. Create Pay Schedule? If required, click Yes and populate the fields below:
    • Schedule Name
    • Earliest Payroll Calculation Date
    • Send Pay Advices From (Org-Wide Email Address) (no default provided)
    • Create One Pay Advice per
    • Create Minimum and Maximum Warnings? (If yes, more fields display requiring values)
    • Create Auto Pay Defaults? (If yes, more fields display requiring values) Click Next to create the Pay Schedule and proceed to the step below.
25. Users will now be asked if they would like to create a default Daily Pay Schedule. Create Pay Schedule? If required, click Yes and populate the fields below:
    • Schedule Name
    • Earliest Payroll Calculation Date
    • Send Pay Advices From (Org-Wide Email Address) (no default provided)
    • Create One Pay Advice per
    • Create Minimum and Maximum Warnings? (If yes, more fields display requiring values)
    • Create Auto Pay Defaults? (If yes, more fields display requiring values) Click Next to create the Pay Schedule and proceed to the step below.
26. By clicking ‘Next’ the following Leave Rules will be created in accordance with Fair Work Australia NES entitlements:
    • Annual Leave (4 weeks)
    • Personal Leave (10 days)
    • Long Service Leave (all States & Territories)
    • Compassionate Leave (paid)
    • Family & Domestic Violence Leave (unpaid)
    • Parental Leave (unpaid)
    • Unpaid Leave

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Create NES Leave Rules?

27. Please select from the list below which discretionary Leave Rules you would like to create:
    • Annual Leave 5 Weeks
    • Purchased Leave 1 Week (1/52)
    • Rostered Day Off (Accrued @ 0.05)
    • Time Off in Lieu Click Next to proceed to the step below.
    IMPORTANT: Please make sure to select Annual Leave 5 weeks for Health industry clients.
28. Do you wish to create Leave Templates? If not, please slide toggle to No and skip to the next step that appears in the Setup Wizard, otherwise continue here. Please select the Leave Template types you wish to create:
    • Casual
    • Permanent
    • Permanent (Shift)
    Click Next to proceed to the step below.
29. If you selected the Casual option in the previous step, then please select the Casual Leave Templates you wish to create from the table below:
    • ACT Casual NES Leave Rules
    • NSW Casual NES Leave Rules
    • NT Casual NES Leave Rules
    • QLD Casual NES Leave Rules
    • SA Casual NES Leave Rules
    • TAS Casual NES Leave Rules
    • VIC Casual NES Leave Rules
    • WA Casual NES Leave Rules Click Next to proceed to the step below.
30. If you selected the Permanent option in step 27, then please select the Permanent Leave Templates you wish to create from the table below:
    • ACT Permanent NES Leave Rules
    • NSW Permanent NES Leave Rules
    • NT Permanent NES Leave Rules
    • QLD Permanent NES Leave Rules
    • SA Permanent NES Leave Rules
    • TAS Permanent NES Leave Rules
    • VIC Permanent NES Leave Rules
    • WA Permanent NES Leave Rules Click Next to proceed to the step below.
31. If you selected the Permanent (Shift) option in step 27, then please select the Permanent (Shift) Leave Templates you wish to create from the table below:
    • ACT Permanent Shift NES Leave Rules
    • NSW Permanent Shift NES Leave Rules
    • NT Permanent Shift NES Leave Rules
    • QLD Permanent Shift NES Leave Rules
    • SA Permanent Shift NES Leave Rules
    • TAS Permanent Shift NES Leave Rules
    • VIC Permanent Shift NES Leave Rules
    • WA Permanent Shift NES Leave Rules Click Next to proceed to the step below.
32. This step of the process will setup the mapping of Pay Codes for Payee Exit Calculations. This process is run in two steps. Step 1 - creation of leave related pay code mappings. Click Next to proceed to the step below.
33. This step of the process will setup the mapping of Pay Codes for Payee Exit Calculations. This process is run in two steps. Step 2 - Pay Code mapping for ETPs and Lump Sum D. Click Next to proceed to the step below.
34. Please select from the multi-select picklist which state-wide public holiday Calendars you wish to be created. Note: Only public holidays for the capital city of each State/Territory will be created. Use the standard Calendar and Calendar Period records to amend these calendars for specific regions. Select all the relevant Public Holiday Calendars you would like to be created for the years 2024 2026, based on the capital city only. Any regional Public Holiday Calendars will need to be created manually.
    • ACT Public Holidays
    • NSW Public Holidays
    • NT Public Holidays
    • QLD Public Holidays
    • SA Public Holidays
    • TAS Public Holidays
    • VIC Public Holidays
    • WA Public Holidays Click Next to proceed to the step below.
35. For each state that was chosen from the previous screen, Users will be required to click Next as each screen confirms the Calendars being created and the years being created. Click Next to add the Calendar Periods for this Public Holiday Calendar - where confirmed. Public Holidays will be created for:

• 2024
• 2025
• 2026 Repeat this step by clicking Next for each screen until you are taken to the screen for Pay Advice Template creation.

36. By clicking ‘Next’ users will be taken to the default Pay Advice Template creation stage. Please indicate which types of payees you will be paying below.
    • PAYG
    • RCTI Click Next to proceed to the step below.
37. You will be presented with a confirmation screen now, confirming the date and time all the core

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New Picklist Values

1. Enter all email addresses that are to be included as possible values in this picklist, ensuring each value is on a new line. These must be verified Organization-Wide email addresses which the Client approves as being the email to send Invoices.
2. Ensure you tick the checkbox for Add the new picklist values to all Record Types that use this Global Value Set .
3. Click Save .
4. Click Deactivate next to ‘Deactivate_This_Value@2cloudnine.com’.
5. Select OK in the extra popup warning that the value is to be deactivated.

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Setup Time2Pay (Wizard)

• Navigate to the App Launcher - 2c9 Bulk Data Creation app > Setup Time2Pay tab.
• You’ll be presented with a screen flow that will walk you through the following steps that are to be
• created if required. Select the Next button to commence the flow.

1. Create Invoice Entity? Yes
   No
   If required, click Yes and populate the fields below: Please enter the following record details to create the Invoice Entity in the Salesforce org: Record Type: Invoice Entity

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Account Name

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Phone

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Billing Address

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Billing Street

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Billing City

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Billing State/Province

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Billing Zip/Postal Code

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Billing Country

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Send Invoice Emails From Email

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Contact for Invoice Queries

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ABN

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Bank Account Name

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Bank Account Branch Code

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Bank Account Number

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Remittance Email

2. Create Invoice Schedules? Yes
   No
   If required, click Yes and select the options below:

   Schedule	Split
   Daily Invoice	No Split
   Fortnightly Invoice	No Split
   Monthly Invoice	No Split
   Weekly Invoice	Per Calendar

   Click Next to create the Invoice Schedules and proceed to the step below.
3. Create Invoice Calendar? Yes
   No
   If required, click Yes and populate the fields below:
   • Select the Invoice Entity
   • Select the Invoice Schedule
   • Invoice Calendar Name
   • Invoice Calendar Start Date
   • Number of Days Invoice Date after Calendar Period End Date
   • If you need to create an additional Invoice Calendar, slide the toggle next to Save and New to the
   • right, but if you have no additional Invoice Calendars to create, ignore this field. Click Next to create the Invoice Calendar.
   If created successfully, you will see the following message: Success! The ####### Invoice Calendar record has been created. Please use the link below to open the Invoice Calendar record and check that the related Calendar Period records were created successfully. Note: Your new Invoice Calendar record will open in a new tab - you may need to refresh the new record tab until the automated Calendar Period creation job finishes running in the background. Select the link provided to review the Calendar (not compulsory but recommended). Click Next to proceed to the step below
4. Create Payment Terms? Yes
   No
   If you select Yes, the following Payment Terms will be created

   Payment Terms Description	Days From	Due From
   7 Days from Invoice Date	7	Invoice Date
   14 Days from Invoice Date	14	Invoice Date
   21 Days from Invoice Date	21	Invoice Date
   30 Days from Invoice Date	30	Invoice Date
   30 Days from End of Month	30	End of Month
   45 Days from Invoice Date	45	End of Month
   60 Days from Invoice Date	60	End of Month

   Click Next to proceed to the step below.
5. Create Invoice Tax ID records? Yes
   No
   If you select Yes, the following Tax IDs will be created

   Name	Tax Rate
   0% GST	0%
   10% GST	10%
   15% GST	15%

   Click Next to proceed to the step below.
6. Default Notification Settings records will be created for the following processes:
   • Timesheets
   • Expense Claims
   • Leave

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Do you wish to create these records?

7. This part of the process will create default Rate Calculator and/or Agreements records in the following object(s):
   • Calculation Method
   • Pay Rate Loading
   • Location
   Do you wish to create these records? Yes
   No
   If you select Yes, you will proceed to the next step, however if you select No, the system will bypass steps 8-11, and automatically proceed to step 12.
8. I want to create Calculation Methods for use in:
   • Agreements Only
   • Rate Calculator Only
   • Both
   • Neither
   As you select the radio button above, the Calculation Methods that will create for that selection will display in a table as shown below with just the values that will create for that selection.

9. The following Pay Rate Loadings will be created

10. The following Locations will be created:

11. Create Timesheet Calendar?

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Timesheet Calendar Name

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Timesheet Frequency

• Weekly Start Day
• Fortnightly Start Date, or
• Monthly Start Date (these fields display depending on the selection of Timesheet Frequency)

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Timesheet Entry Format

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Enable Paid Breaks

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Break Entry Format

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4 Week Frequency Applies

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Split Timesheet Over Months (select checkbox if required)

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No. Days Future Timesheets Visible

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Monday

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Tuesday

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Wednesday

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Thursday

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Friday

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Saturday

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Sunday

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Include Public Holidays?

12. Calendar Created !!!

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Create another calendar ?

13. Create Work Schedules?

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Available Work Schedules

14. If successful, and created the 38 hour Work Schedule, you will see the following message:

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Validate and Publish Work Schedule?

• Monday - Friday 38 hours Click on the blue link “Monday - Friday 38 hours” if this is the Work Schedule you requested to create. This will open the Work Schedule in a new tab. You can manually Validate and Publish the Work Schedule in that tab, and you will not be able to proceed with Yes selected until this is done. If you want to proceed without Validating and Publishing, please select No . Click the Next button.

15. If successful, and created the 40 hour Work Schedule, you will see the following message:

• Monday - Friday 40 Hours

16. If successful, you will see the following message:

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4. Required General Configuration

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Process Automation Settings

1. Default Workflow User = enter the user who should be the default used by automated processes.

2. Allows Apex code to set and remove approval process locks. Enable record locking and unlocking in Apex = TRUE.
3. Click Save .

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Remote Site Settings

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SuperChoice Site for STP

1. Add the following 2 Remote sites separately
   1. Site 1:
      • Remote Site Name: STPTest

• Remote Site URL: https://stp.test.superchoice.com.au
• Disable Protocol Security: BLANK
• Description: Provides access to Superchoice to send and retrieve STP lodgments.
• Ensure the Active checkbox is True.
• Select Save & New .
  1. Site 2:
  • Remote Site Name: STP
  • Remote Site URL: https://stp.superchoice.com.au
  • Disable Protocol Security: BLANK
  • Description: Provides access to Superchoice to send and retrieve STP lodgments.
  • Ensure the Active checkbox is True.
  • Select Save .

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Retrieve Active Superfunds from Superchoice

1. Add the following details into the fields as required.
   1. Remote Site Name: Superchoice_Super_Funds
   2. Remote Site URL: https://desktoppayrollprovider.superchoice.com.au
   3. Disable Protocol Security: BLANK
   4. Description: Provides access to Superchoice to retrieve all active APRA superannuation funds.
   5. Ensure the Active checkbox is True.
   6. Select Save .

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Withholding Rule and Withholding Rule Item Tabs

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Hide Tabs without Enhanced Profiles Enabled

1. Scroll down to the Custom Tab Settings section.
2. Find View Withholding Rules and ensure it’s Default On .
3. Find Withholding Rules Items and select Tab Hidden .
4. Find Withholding Rule and select Tab Hidden .
5. Click Save . Repeat steps 1-5 for 2cloudnine Payroll User as well as any other users who will be using 2cloudnine Payroll.

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Hide Tabs with Enhanced Profiles Enabled

1. Scroll down and select View Withholding Rules.
2. Select Edit and ensure Tabs Settings is showing Default On .
3. Return to the Object Settings, scroll down and select Withholding Rules.
4. Select Edit and ensure Tabs Settings is showing Tab Hidden, and select Save .
5. Return to the Object Settings, scroll down and select Withholding Rule Items.
6. Select Edit and ensure Tabs Settings is showing Tab Hidden, and select Save .
7. Repeat steps 1-6 for 2cloudnine Payroll User as well as any other Users who will be using 2cloudnine Payroll.

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Send Invoice Emails With Attachments Over 3MB

1. Select the radio button for Include as attachment up to Salesforce email size limit or as links if more to be True.
2. Click Save .

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5. Apex Classes

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Retrieve Payroll Reporting Result

1. Enter the following details:
   • Job Name: Schedule_RetrievePayrollReportingResult
   • Apex Class: Schedule_RetrievePayrollReportingResult
   • Frequency: Weekly
   • Recurs every week on: Select all
   • Start: Keep the existing date.
   • End: add 40 years to end i.e. 01/01/2066.
   • Preferred Start Time: 2:00 am.
   • Click Save .

1. Enter the following details:
   • Job Name: Schedule_RetrieveActiveFunds
   • Apex Class: Schedule_RetrieveActiveFunds
   • Frequency: Weekly
   • Recurs every week on: Select all
   • Start: keep the existing date
   • End: add 40 years to end i.e. 01/01/2066
   • Preferred Start Time: 7:00 am
2. Click Save .

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6. Custom Settings

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Aus Extension Configuration

1. Set Is ATO Integration Production? to TRUE or FALSE.
2. Select the Save button. Please ensure you select save regardless of what you have selected.

• PRODUCTION STP WILL BE SENT TO TEST ATO

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Automatic Status Update

• Assignment_Rate__c
• Assignment_Schedule__c
• Assignment__c
• Calendar__c
• Leave_Rule__c
• Leave_Template__c
• Payee_Allowance_Record__c
• Payee_Deduction_Record__c
• Payee_Leave_Rule__c
• Payee_Withholding__c
• Payment_Detail__c
• Suspension__c
• Withholding_Rule__c
• The following settings apply to all the fields listed above:
  • Setting these checkboxes to TRUE will include the relevant object in the Scheduled Job. If these are amended to be false, it means they will be ignored during this Scheduled Job.
  • Please update the values of other fields in line with the requirements of this Org.

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Disable Assignment Record Type Validations (Optional)

• Go to Setup - Custom Settings > Disable Assignment RecordType Validation > Manage > New (the top
• button, not the one below the line)

1. Enter the Developer Name of the Assignment Record Type in the Name field.
2. Enter the Record Id of the Custom Record Type of Assignment for which 2cloudnine validations are to be ignored.
3. Click Save .

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Payroll Configuration

• Assignment Pay Schedule from Payee
  • When TRUE, the Pay Schedule of an Assignment will be defaulted from the associated Payee record
  • When FALSE, the Pay Schedule of an Assignment will be defaulted from the associated Client record
• Disable FLS/CRUD Validation (False recommended)
  • When TRUE, the in-code field level security enforcement will be disabled and users can bypass the rights of their associated profile
  • When FALSE, all in-code field level security will be enforced thus ensuring standard Salesforce profile access is adhered to
• Enable Pay Batch Hard Delete
  • When TRUE, once data is deleted, it is not sent to the Recycle Bin, and therefore deleted records cannot be restored.
  • When FALSE, any Pay Batch Data that is deleted is sent to the Recycle Bin as per other processes and therefore taking up further space within the Org.
• Enforce Flag Validation
  • When TRUE, a user will not be able to finalise Pay Batches until they have acknowledged all Payee Pay Batch flags
  • When FALSE, a user can finalise Pay Batches even if they have not acknowledged all Payee Pay Batch flags
• Pay Batch Manager Funding Required
  • When TRUE, the funding requirement field is required when using the Pay Batch Manager user interface.
  • When FALSE, there is no need to populate the Funding Requirement field in the Pay Batch Manager user interface.
• Debug Retention Days
  • Can be customised by defining the required period before being deleted as part of the automatic scheduled process.
  • A Debug Log associated with a Debug Header with its ‘Do Not Delete’ as ‘True’ cannot be deleted and also it cannot delete any debug log records that are less than 48 hours old)
• Batch Log Retention Days
  • Can be customised by defining the required period before being deleted as part of the automatic scheduled process.
  • A Batch Log with its ‘Do Not Delete’ as ‘True’ cannot be deleted and also it cannot delete any batch log records that are less than 48 hours old)
• STP2 Apply Validations (True by default)
  • Indicates that STP 2 in-code validations should be applied when users create/update records
• STP2 Report Child Support (True by default)
  • Indicates that Child Support Deduction and Garnishee amounts will be included in STP Phase 2 reporting
• STP2 Reporting Active (True by default)
  • Indicates the first date that STP Reporting will be based on Phase 2 requirements

​

Time2Pay Batch Size Overrides Custom Setting (Optional)

1. Update the field Invoke Rate Calc Creation Batch Size with a number to reduce the size of the batches.
2. Select the Save button.

​

Time2Pay Create Timesheet Record Types

• Make the decision on the need for custom Record Types before setting this up. Complete in line with the details provided here:
  1. Enter a Name.
  2. Enter the Record Type Developer Name of Assignments to have Timesheets created by the Scheduled Job and select Save .

​

Time2Pay Ext Main Settings

• Batch Failure Send Additional Email
  • This custom setting is now redundant and can be ignored. This is no longer referred to within the 2cloudnine Packages.
• Custom Notification ID
  • This field refers to the dummy Id provided for custom notifications.
• Default Template Group MPR
  • Defaults the Assignment Rate Template Group and Payee Timesheet Allowance Template Group based on the Interpretation Rule Name.
  • This requirement only needs to be completed if the option to use the functionality is taken. If not, this item can be skipped.
• Default Transaction Filters Invoicing
  • Defines which type of Invoice Filters will be selected by default when the Invoice Generation Manager page is first opened. If set to False, the page will open with Standard Invoice Filters selected. If True, the page will open with Transaction Filters selected.
• Display Break 2
  • Defines if a second set of ‘Break’ fields are active for use on Timesheets via the Timesheet Manager, Employee Portal and Approver Pages. When FALSE, there will only be one set of Break fields available on Timesheets.
• Enable Custom Invoice Type Picklist
  • Defines if the custom Invoice Type values defined in the ‘Process Invoice - Invoice Types’ custom setting will be used for the Invoice Type picklist on the Process Invoice visualforce page. When FALSE, the standard package picklist will be used.
• Enable Project Codes
  • Defines if Project Codes are used within the Org. If True, Project Code fields will be available in the Timesheet Manager, Expense Claim Manager, Employee Portal, Approver Pages and Invoices.
• Enforce Credit Note Reason
  • Defines if Users will be forced to select a credit note reason before they can create a Credit Note. If TRUE, the User will be required to select a reason.

• Generate Transaction Start Date (Required)
  • Defines the earliest Timesheet Entry Date that will be picked up by the Scheduled Job to Process Timesheets and Create Transactions. Timesheets with Entry Dates prior to this date must be processed manually via the Timesheet Manager.
  • You MUST enter a date in the field Generate Transaction Start Date, otherwise no Transactions will generate from the Scheduled Job. Transactions will only be generated from the date populated.
• Hide Timesheet Manager Add Transaction
  • Defines if the ‘Add’ Transaction button in the Timesheet Manager is available for use. If True it will be hidden. When hidden, specific Users can be given access to the button via the ‘Enable Timesheet Manager Add Transaction’ field on the User object.
• Hide Timesheet Manager Approve
  • Defines if the ‘Approve’ buttons in the Timesheet Manager are available for use. If True, they will be hidden. When hidden, specific Users can be given access to use the buttons via the ‘Enable Timesheet Manager Approve’ field on the User object.
• Hide Timesheet Manager Reject
  • Defines if the ‘Reject’ buttons in the Timesheet Manager are available for use. If True, they will be hidden. When hidden, specific Users can be given access to use the buttons via the ‘Enable Timesheet Manager Approve’ field on the User object.
• Hide Timesheet Manager Revert
  • Defines if the ‘Revert To New’ button in the Timesheet Manager is available for use. If True, it will be hidden. When hidden, specific Users can be given access to use the button via the ‘Enable Timesheet Manager Revert’ field on the User object .
• Hide Timesheet Manager Submit
  • Defines if the ‘Submit’ button in the Timesheet Manager is available for use. If True, it will be hidden. When hidden, specific Users can be given access to use the button via the ‘Enable Timesheet Manager Submit’ field on the User object.
• Include Timesheet Manager Expenses
  • Defines if Expenses can be added via Timesheet Manager. When TRUE, Users can create Expenses and apply them to a Timesheet via the Timesheet Manager.
• Include Timesheet Manager Allowances
  • Defines if Allowances can be added via Timesheet Manager. When TRUE, Users can create Allowances and apply them to a Timesheet via the Timesheet Manager. ****
• Prevent Future Invoices
  • Defines if Non-System Admin Users are allowed to create Invoices with an Invoice Date later than the current date. If True, Non-System Admin Users can not create Invoices for future dates. System Admin will be allowed to create Invoices for all dates. ****
• Record Owner Id
  • It is used if you would like to assign specific users as Pay Transaction record Owner, often required if your Org is using a Private Sharing Model, and you can use Sharing Rules to provide the required access.
  • Default - When set to Default or the custom setting is left blank, the default Owner is set as the user who created the Pay Transaction records.
  • Client - When set to Client, the Owner is set as the Account Owner of the Client record that is related to the Assignment. If the Client record Account Owner is blank, then the Default Owner defined above will apply.
  • Assignment - When set to an Assignment, the Owner is set as the Owner of the Assignment record. If the Assignment record Owner is blank, then the Default Owner defined above will apply.
• Send Email To Approver
  • Defines if email notifications will be sent to Timesheet / Expense Claim Approvers. It works in conjunction with the 2 sets of Approval Email - New Token and Approval Email Submit fields. If FALSE, all these fields are overridden and no emails are sent.

• Send Invoice Emails From Email
  • When the Account’s Send Invoice Emails Setting defines the email source as ‘Global Email’ the email address defined in this field will be used as the from / reply to email when emailing Invoices. The email entered must be an Organization-Wide Address, therefore this can not be a 2cloudnine email address.
• Validated Transaction Total in TSM
  • Defines if validation will occur within the Timesheet Manager to ensure the sum of the Quantity of Transactions with a Record Type of Timesheet Entry matches the Timesheets Total Hours. When True, the validation will occur.

​

Time2Pay Process Invoice - Invoice Types (Conditionally Compulsory)

• Make the decision on whether they want custom Record Types before setting this up. Complete in line with the details provided here:
  1. Name = a suitable name to be easily identified
  2. Assignment/Invoiceable Fee Record Types = the record type of Assignment or Invoiceable Fee to be used
  3. Invoice Record Type = the record type of the Invoice to be used.

​

Time2Pay Rate Calculator Configurator (Conditionally Compulsory)

• Enable Custom Cost 1/2/3/4 Employ Cost
  • These four fields define if Custom Cost 1/2/3/4 Employment Cost is enabled for the Rate Calculator. If False, the custom employment cost cannot be used within Rate Calculators.
• Enable Custom Post Cost 1/2/3/4 Employ Cost
  • These four fields define if Custom Post Cost 1/2/3/4 Employment Cost is enabled for the Rate Calculator. If False, the custom employment cost cannot be used within the Rate Calculators.
• Enable Industry
  • Defines if Industries are enabled for the Rate Calculator. If False, fields relating to the Industry will not be visible on the Rate Calculator and its related components.
• Enable Insurance Employment Cost
  • Defines if Insurance Employment Cost is enabled for the Rate Calculator. If False, fields relating to the cost will not be visible on the Rate Calculator and its related components.
• Enable Invoice Tax
  • Defines if Invoice Tax is enabled for the Rate Calculator. If False, fields relating to the Invoice Tax will not be visible on the Rate Calculator and its related components.
• Enable Payroll Tax Employment Cost
  • Defines if Payroll Tax Employment Cost is enabled for the Rate Calculator. If False, fields relating to the cost will not be visible on the Rate Calculator and its related components.
• Enable Risk Classification
  • Defines if Risk Classifications are enabled for the Rate Calculator. If False, fields relating to the Risk Classification will not be visible on the Rate Calculator and its related components.
• Enable Superannuation Employment Cost
  • Defines if Superannuation Employment Cost is enabled for the Rate Calculator. If False, fields relating to Superannuation will not be visible on the Rate Calculator and its related components.
• Enable WHS Employment Cost
  • Defines if WHS Employment Cost is enabled for the Rate Calculator. If False, fields relating to WHS will not be visible on the Rate Calculator and its related components.
• Enable WorkCover Employment Cost
  • Defines if WorkCover Employment Cost is enabled for the Rate Calculator. If False, fields relating to WorkCover cost will not be visible on the Rate Calculator and its related components.
• Enable add Mark Up / Margin function
  • Defines if the ability to add multiple Mark Up / Margin Rates to a Rate Calculator is enabled. If False, there will only be 1 set of Mark Up / Margin Rates applied.
• Enable location
  • To be used to enable Location.
• Industry Required?
  • Defines if the Industry field on the Rate Calculator will be a mandatory field.
• Location Required?
  • To be used to define if location is a mandatory field.
• Risk Classification Required?
  • Defines if the Risk Classification field on the Rate Calculator is a mandatory field.
• Enable Award Classification and Levels
  • Defines if the Award Classifications and Levels are configurable on a Rate Calculator org wide.
• Enable Custom Pay Rate 1/2
  • To be used for custom Rate Calculator calculations outside of the standard product.

​

Time2Pay Update Rates Settings Custom Setting (Optional)

1. Check the Disable Invoice Rates checkbox.
2. Click Save .

​

7. Page Layout Assignments

​

Standard Page Layouts

1. Navigate to the Record Type as listed in the table below.
2. Select either the Record Type listed below if applying to all Profiles, or select the individual Profiles to apply to underneath the specific Record Type list below..
3. Select the Layout Name listed below.
4. Select Save .

• System Administrator Profile
• 2cloudnine Payroll User Profile
• any other custom profiles created for ‘back office’ users.

​

Employee Community Page Layouts

​

Compact Layouts

​

Search Layouts & List View Button Layouts

​

Employment Cost Item

1. Select Edit, and untick the checkbox New [New] .
2. Click Save .

​

Invoice (Conditionally Compulsory)

1. On the Default Layout, select the drop-down in the far right and select Edit .
2. In the Custom Buttons, highlight the Create Invoice PDF, Delete Invoices and the Send Invoice Email underneath the Available Buttons.
3. Select the Add > button, so they appear in the Selected Buttons list and click Save .

1. Select the down arrow in the far right and select > Edit
2. In the Available Buttons, highlight the Create Invoice PDF, Send Invoice Email and the Delete Invoices underneath the Available Buttons.
3. Select the Add > button, so they appear in the Selected Buttons list.
4. Click Save .

​

Lodgements

1. In the List View, select the dropdown arrow at the far right and select Edit .
2. Add the new Get STP Response (Bulk) button to the right hand colum.
3. Select the Save button.

​

Timesheet

1. On the Default Layout, select the drop-down in the far right and select > Edit
2. Move the 2 Available Buttons Update Failed to Ready and Notification Manager to the Selected Buttons column.
3. Click Save .

1. Select the down arrow in the far right and select > Edit
2. Move the 2 Available Buttons Updated Failed to Ready and Notification Manager to the Selected Buttons column.
3. Click Save .

​

Minimum Pay Rate

1. On the Default Layout, select the drop arrow down in the far right and select > Edit
2. In the Custom Buttons section, move the Update Rates button to the Selected Buttons list.
3. Click Save .

​

Template Group

1. On the Default Layout, select the drop arrow down in the far right and select > Edit
2. In the Custom Buttons section, move the Update Rates button to the Selected Buttons list
3. Click Save .

1. Select the down arrow in the far right and select > Edit
2. In the Available Buttons, highlight the Update Rates underneath the Available Buttons.
3. Select the Add > button, so it appears in the Selected Buttons list.
4. Click Save .

​

Lightning Record Pages

​

Family & Domestic Violence Leave

1. When the page has fully loaded, browse to the Leave Tab and maximise into the sub-tabs.
2. After the View Balances sub-tab, insert a new Sub-tab by clicking on the Add Tab link in the far right underneath the existing tabs listed.
3. Select the new Details sub-tab on the far right, update the Tab Label picklist by selecting Custom, and then populate the Custom Label to F&DV Leave, and select the Done button.
4. Click on the empty space within the newly added page, and then where it says Add Component(s) here, click on it.
5. Now click on Flow under Components on the left-hand side.
6. A Page > Flow section would open up to the right of the screen.
7. Select FMDV Leave in the field called Flow on the page.
8. On it, you will be asked to enter the Flow Variables.
9. Select the ‘pass record ID into this variable’ checkbox to automatically populate the Variable with {!Record.Id}.
10. Click Save and click Activate.
11. Ensure to assign the page as the Org Default page.

​

Assignment

1. Select the Assignment Master Lightning Record Page and click the Clone button, which opens up the Lightning App Builder.
2. Move the following Lightning Web Component onto the page from the section of Custom - Managed
   • Assignment Work Schedule Calendar (tc9_pr.Assignment_Work_Schedule_Calendar)
3. Apply any component visibility settings / filters required and click Save .
4. In the popup, click Activate to ensure the page will be used.
5. Ensure to assign the page as the Default page by scrolling down and clicking on the Assign as Org Default button.

​

Account

1. Go to Accounts Object.
2. Select any Account Record.
3. Go to Cogs > Edit Page .
4. Select the Pages tab, then select Open Page, and select Confirm in the Leave Page confirmation screen.
5. Select the radio button for Account Master Lightning Record Page, and select the Open button.
6. Click the Activation button, and then select the Assign as Org Default button.
7. Select Desktop and phone radio button, select Next, and then select Save .
8. Select the left arrow to return to the Account record to see the new Lightning page assigned.

​

Contact

1. Go to Contacts Object.
2. Select and Contact Record.
3. Go to Cogs > Edit Page .
4. Select the Pages tab, then select Open Page, and select Confirm in the Leave Page confirmation screen.
5. Select the radio button for Contact Master Lightning Record Page, and select the Open button.
6. Click the Activation button, and then select the Assign as Org Default button.
7. Select Desktop and phone radio button, select Next, and then select Save .
8. Select the left arrow to return to the Contact record to see the new Lightning page assigned.

​

8. Update Buttons, Links and Actions

​

Interpretation Rule

1. Navigate to the New button and select Edit .
2. Ensure that the following values are defined:
   • Salesforce Classic Override = No override (use default)
   • Lightning Experience Override = Lighting Component tc9_et:AwardBuilder
   • Mobile Override = Lighting Component tc9_et:AwardBuilder
   • Skip record type selection page = False
3. Click the Save button.
4. Navigate to Buttons, Links and Actions > Edit button and select Edit .
5. Ensure that the following values are defined:
   • Salesforce Classic Override = No override (use default)
   • Lightning Experience Override = Lighting Component tc9_et:AwardBuilder
   • Mobile Override = Lighting Component tc9_et:AwardBuilder
6. Click the Save button.
7. Navigate to Buttons, Links and Actions > Clone button and select Edit .
8. Ensure that the following values are defined:
   • Salesforce Classic Override = Visualforce page CloneInterpretations

​

[tc9_et:CloneInterpretation]

9. Click Save .

​

9. Update Standard Page Layouts

​

Account (Invoice Entity)

1. Select a Page Layout that is used for the Invoice Entity record type.
2. Add the following field to the Page Layout:
   1. ABN Lookup
3. Click Save .

​

Account (Payment Entity)

1. Select the Page Layout used for the Payment Entity Record Type.
2. Add the following fields to the Page Layout:
   1. Include PAYG in Payment Files?
   2. PAYG Payment Reference Number (PRN)
   3. PAYG Bank Branch Code
   4. PAYG Bank Account Number
   5. PAYG Bank Account Name
3. Click Save.

​

Assignment (Conditionally Compulsory)

1. Select the Page Layout that is used for Temp record types.
2. Remove the following button(s) from the page layout:
   1. Create Timesheets (Custom Button).
3. Add the following fields to the Page Layout:
   1. Assignment Rate Template Group Pay Rate
   2. Assignment Rate Template Group Invoice Rate
   3. Assignment Rate Matching Mode
4. Add the following Lightning Action Link/Button (under Mobile & Lightning Actions) to the page layout:
   1. Create Timesheets (Quick Action)
5. Click Save .
6. Select the Page Layout named TC9PR Assignment Layout.
7. Add the following fields to the Page Layout:
   1. Expense Claim Receipts Mandatory
   2. Public Holiday Calendar
8. Click Save .

​

Assignment (Optional)

1. Select the Page Layout used for the Temp Record Type.
2. Add the following fields to the Page Layout:
   1. Invoice Settings Template Group
3. Click Save .
4. Repeat the above updates for the Perm Record Type.

1. Select a page layout that is used for any Employee record type.
2. Add the following field to the Page Layout:
   • Primary Payee Record
3. Click Save .
4. Repeat for the remaining page layouts used by the Employee record types.

​

Leave Rule (Optional)

1. Select TC9PR Leave Rule Layout .
2. Add the following fields to the Page Layout:
   1. Public Holiday Not Worked Leave Rule
3. Click Save .
4. Repeat steps 2-3 for any other Custom Page Layouts used in your Org.

​

Invoice Settings (Optional)

1. Select the Page Layout used for the Payroll Items Record Type.
2. Add the following fields to the Page Layout:
   1. Template Group
   2. Invoice Group By
3. Click Save .
4. Repeat the above updates to the Page Layouts used for all remaining Record Types.

​

Interpretation Breakpoint

1. Select the Page Layout used for the Allowance Breakpoint Record Type.
2. Add the following fields to the Page Layout under the Pay Code field:
   1. Saturday Pay Code
   2. Sunday Pay Code
3. Click Save .
4. Go to Record Types > Allowance Breakpoint .
5. Select Edit next to Start Threshold Type.
6. Select Standard Hours in Available Values, and select the Add > button to move it to the Selected Values section.
7. Click Save .

​

Payee

1. Select any page layout that is used for the Payee record type.
2. Add the following button to the Page Layout (available from the Mobile & Lightning Actions section):
   1. Super Stapling (tc9_eau_Super_Stapling__c). (Actions from the Mobile & Lightning Actions section can only be added under the Salesforce Mobile and Lightning Experience Actions heading.)
3. Click Save .

​

Payee Leave Event (Optional)

1. Select the Page Layout assigned to the Record Type of Leave Takes.
2. Add the following fields to the Page Layout for all Users:
   1. Start Time
   2. End Time
   3. Timesheet Entry Last Updated
   4. Timesheet Entry Creation Status
   5. Source Leave Event
3. Click Save .
4. Repeat steps 2 and 3 for any remaining Page Layouts assigned to the Leave Takes Record Type.

​

Rate Calculator

1. Select any Page Layout used for the Employee Specific or No Employee Record Types.
2. Add the following field(s) to the Page Layout:
   1. Account
   2. Previous Assignment Award Level
   3. Previous Assignment Industry
   4. Previous Assignment Location
   5. Previous Assignment Rate Calculator ID
   6. Previous Assignment Risk Classification
3. Click Save .
4. Repeat steps for all page layouts that are used for the Employee Specific and No Employee record types.

​

Schedule

1. Select the Page Layout assigned to the Pay Schedule Record Type.
2. Add the following fields to the Page Layout, at the bottom right of the Contact Information section:
   1. Maximum Earlier Pay Calendar Periods
3. Click Save .

​

Timesheet Entry

1. Select Time2Pay Timesheet Entry .
2. Add the following fields to the Page Layout under the field Payee Leave Event:
   1. Source Leave Event
3. Click Save .

​

User

1. Select User Layout .
2. Add the following field to the Page Layout:
   1. Enable Rate Calc Overriding
   2. Enable Rate Calc Line Rounding
3. Click Save.

​

10. Field History Tracking

1. You will then be presented with 2 columns of all fields within the Account object that can be set to True to commence the Field History Tracking on them.
2. Please select up to 60 different fields as you would like to have tracked on all Account records.
3. When satisfied, please select the Save button.

1. Select the Set History Tracking button.
2. Select the Enable Contact History checkbox to True.

3. Please select up to 60 different field checkboxes as you would like to have tracked on all Account records.
4. When satisfied, please select the Save button.

​

Updating ALL remaining 2cloudnine Objects

1. Select the object that you wish to update the Fields to be tracked (i.e. Payee Pay Batch).
2. Select Fields & Relationships .
3. Select the Set History Tracking button.
4. Select the individual checkboxes to true for the fields that you wish to commence tracking the field history of.
5. When you have selected all the fields that you require, select Save .

​

11. Creation of Custom Permission Sets

​

Standard Objects Permission Set (Compulsory)

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine Standard Objects Permission Set, and select Enter to auto-populate the API Name.
3. If you want to enter a Description you can.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. It is recommended to skip the step of assigning a Licence so this Permission Set can be assigned to all 2cloudnine Users regardless of the Licence they are on. If the Permission Set is associated with a specific License, it can only include the permission and settings entitled by that License.
6. Click the Save button.
7. Select Object Settings .
8. Select Accounts, and in the next screen select the Edit button.
9. Enable the Read and Edit checkboxes in the Objects Permissions section.
10. Click the Save button.
11. Return to the Object Settings, select Contacts, and in the next screen select the Edit button.
12. Enable the Read, Create, and Edit checkboxes in the Objects Permissions section.
13. Click the Save button.
14. Return to the Object Setting, select Documents, and in the next screen select the Edit button.
15. Enable the Read checkboxes in the Object Permissions section.
16. Click the Save button.
17. Go to the Cogs (where Setup is located) > Developer Console, select Query Editor, paste the following text without any hard returns, etc:

​

SELECT Id, Name, PermissionsEmailTemplateManagement FROM PermissionSet WHERE Name

​

= ‘X2cloudnine_Standard_Objects_Permission_Set’

18. Click the Execute button.
19. Within the Dev Console query results, double-click on the data column for

20. Tick the box that appears to set the value to True .
21. Click the Save Rows button at the bottom of the dev console screen.

​

2cloudnine View Setup Permission Set (Compulsory)

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine View Setup Permission Set, and select Enter to auto-populate the API Name.
3. If you want to enter a Description you can.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. Skip the step of assigning a Licence to this Permission Set so it can be assigned to Users regardless of the Licence they are on. If it’s associated with a specific License, it can only include the permission and settings entitled by that License.
6. Click on the Save button.
7. Select System Permissions .
8. Select the Edit button, and scroll down to select the checkbox View Setup and Configuration (this may also tick the checkbox for View Roles and Role Hierarchy) .
9. Click the Save button.

​

Pay Transactions Permission Set (Compulsory)

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine Pay Transactions Permission Set, and select Enter to auto-populate the API Name.
3. If you want to enter a Description you can.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. It is recommended to skip the step of assigning a Licence so this Permission Set can be assigned to all 2cloudnine Users regardless of the Licence they are on. If the Permission Set is associated with a specific License, it can only include the permission and settings entitled by that License.
6. Click on the Save button.
7. Select Object Settings .
8. Select Pay Transactions, and in the next screen select the Edit button.
9. Enable the Read checkbox in the Objects Permissions section.
10. Enable the Read Access checkbox in the Field Permission section, next to all the fields.
11. Click the Save button.

​

Rate Calculator Permission Set (Conditionally Compulsory)

1. Open the Permission Set called 2cloudnine Rate Calculator .
2. Click on the Clone button.
3. Update the name in the Label field to include “Clone” or “V2” at the end.
4. Click on the Save button.
5. Open the cloned Permission Set created above (i.e. 2cloudnine Rate Calculator Clone) .
6. Select Object Settings .
7. Select Account to Rate Calculator Junction, and in the next screen select the Edit button.
8. Enable the Modify All checkbox in the Objects Permissions section.
9. Enable the Modify All checkbox in the Field Permission section, next to all the fields.
10. Click the Save button.

​

Online URL Invoices (Conditionally Compulsory)

​

Permission Sets to view online URL invoices

1. Select the 2cloudnine Time2Pay Standard Online Invoice Permission Set and click Clone .
2. You will need to rename it ‘2cloudnine Time2Pay Standard Online Invoice2’ (or Clone, or something similar), and then select Save .
3. Select Object Settings, and select Documents .
4. Select the Edit button and then select the Read checkbox in the Object Permissions Settings.
5. Select the Save button.
6. Select Object Settings, and select Accounts .
7. Select the Edit button and then select the Read checkbox.
8. Scroll down to the Fields section, then select the following fields:
   1. Billing Address
   2. Fax (optional)
   3. Phone
9. Select the Save button.
10. Select Object Settings, and select Contacts .
11. Select the Edit button, and then select the Read checkbox in the Object Permissions Settings.
12. Scroll down to the Fields section, then select the following field:
13. Mailing Address
14. Select the Save button. The newly created Permission Set will need to be applied to the Guest User account when the Invoice Site gets created, which has been covered later in this document.

​

2cloudnine Front Office User Permission Set (Conditionally Compulsory)

1. Click the New button.
2. Enter a suitable name in the Label field, such as 2cloudnine Front Office User Permission Set, and select Enter to auto-populate the API Name.
3. If you want to enter a Description you can.
4. To ensure the Permission Set is available now, skip the checkbox Session Activation Required .
5. It is recommended to skip the step of assigning a Licence so this Permission Set can be assigned to all 2cloudnine Users regardless of the Licence they are on. If the Permission Set is associated with a specific License, it can only include the permission and settings entitled by that License.
6. Click on the Save button.
7. Select Custom Metadata Types .
8. Select Edit, and in the Available Custom Metadata Types select the tc9_pr.Community Settings .
9. Click the Save button.

​

12. Employee Community Plus Permission Set (only if using Community Plus Licences)

​

Clone the Permission Set

1. Open the new Permission Set called 2cloudnine Employee Community Plus Permission Set .
2. Click on the Clone button.
3. Update the name in the Label field to include “Clone” or “V2” at the end.
4. Click on the Save button.

​

Update Permission Set

• Accounts
• Documents Please amend the Object Settings to have Read, Create, and Edit access to the following objects:
• Contacts

​

Update Permission Set assignments

​

Create Public Group and Sharing Rules

​

13. Scheduled Jobs

​

Schedule Job Scripts - Packaged

1. Copy the block of scripts to be run.
2. Select Setup > Developer Console
3. Debug > Open Execute Anonymous Window
4. Delete or comment out any code that is in the window
5. Paste in the copied script from below.
6. Click the Execute button.
7. Repeat the above steps until the last script.

​

Script for Pay Advice PDF Creation & Email

​

Script for Transaction Processing

​

Script for Invoice attachment creation

​

Script for Timesheet creation

​

Script for MPR Automation

 System.schedule('ScheduleMPRAutomation 40', '0 40 * * * ?', new
 tc9_et.ScheduleMPRAutomation());
 System.schedule('ScheduleMPRAutomation 50', '0 50 * * * ?', new
 tc9_et.ScheduleMPRAutomation());

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Script for Auto Community User creation from Payee object

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Script to enable automated generation of Rate Calculator Lines

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Script to enable Automatic Status Update

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Delete Payroll Logs (Debug and Batch)

1. Click Schedule Apex button
2. Enter the following details:
   • Job Name: ScheduleDeletePayrollLogs
   • Apex Class: ScheduleDeletePayrollLogs
   • Frequency: Weekly
   • Recurs every week on: Wednesday (can be any day of the week)
   • Start: Keep existing date
   • End: Add 40 years to end i.e. 01/01/2064
   • Preferred Start Time: Can be anytime of the day
3. Click Save .

1. View the sizes of the batch size, and determine if any need reducing.
2. Click Edit next to the Payroll Batch size record you wish to amend.

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Verify the scripts are scheduled correctly

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14. Employee Community Builder

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Creating the Experience

5. Select the New button.
6. Scroll down and select the Build Your Own (Aura) template.
7. Select the Get Started button.
8. Enter a Name for the community (it can be changed later), then select the Create button.

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Activate the Community

1. Click Activate Community .
2. Click OK in the pop-up message.

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Community General Security Settings

• Show nicknames = FALSE
• Optimize cached images for guest users on all devices = TRUE
• Give guest users access to public Chatter API requests = FALSE
• Let guest users view asset files and CMS content available to the site = FALSE
• Enable direct messages = FALSE
• Allow discussion threads = FALSE
• See other members of this site = TRUE
  • If this is unable to be set to true, you will need to enable Site User Visibility in your org’s sharing settings. (Go to Setup > Security > Sharing Settings > Click Edit in the Organization-Wide Defaults area and scroll down to the bottom > select the checkbox for Site User Visibility. )
• Let guest users see other members of this site = TRUE
• Use a profile-based layout for Lightning Knowledge search results = FALSE
• Allow topic filtering for Lightning Knowledge search results = FALSE
• Gather Customer Insights data = FALSE
• Use Custom Visualforce error pages = TRUE
  • (** this is the most important setting. It eliminates the risk of users being able to hack through the error message to access the back end of the product **)
• Show all settings in Workspaces = FALSE

1. Click Save .
2. Click on the ‘wrench’ icon and select Builder.
3. Select the Settings icon (Cogs wheel) on the left panel.
4. On the General > Please ensure under Public Access, the checkbox for Guest users can see and interact with the site without logging in = False.

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Enable Community Security Members

1. Under Select Profiles, change the picklist to Customer, select and add the Customer Community User to the right.
2. Under Select Permission Sets, select and add Employee Community Permission Set to the right.
3. Click Save .

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Community Login Page Branding/Styling

1. Select Logo File and navigate to the image you want to use, as provided by the Client. Please ensure the logo is 100 KB max, otherwise it will not be saved. Please also ensure it does not exceed the maximum size of 250 pixels wide by 125 pixels high. If the logo exceeds those dimensions, the logo will not save, and the default Salesforce logo will remain.
2. For Background Colour, populate with #FFFFFF (white) or another color if that suits the branding better.
3. Click Save .

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Community Emails & Templates

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Email & Templates

1. Please ensure the From Name field is pre-populated. To change it to a different name, enter a From Name, a name that the Client will determine.
2. Please ensure the Email Address field is populated with an Org-wide email address that is verified and belongs to the Client and can NOT be a 2cloudnine email address.
3. Scroll down to the Email Templates section.
4. Please ensure the Welcome New Member is pre-selected and the Email Template is: Experience Cloud: New Member Welcome Email (html).

5. NOTE - you can also change the standard templates for Forgot Password and Change Password following the same steps.
6. Click Save .

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Customise/Create Your Own Email Templates

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Apply Theme, Colours, and Logo to the Community

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Set the Theme

1. Click the paintbrush symbol on the left-hand side
2. Click Change Theme
3. Select the Theme = Jepson (This is the recommended theme for 2cloudnine Experiences to work correctly).
4. Click Activate Theme .

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Set the colour palette for the Theme

1. Click the paintbrush symbol on the left-hand side.
2. Click Colours.
3. At the bottom, click Generate Palette from Image.
4. Upload the client logo to set the colour theme.
5. To make any changes to the colour palette generated by the system automatically, select the colour circle next to the labels in the General section, and then use the various colour options available to change a specific colour as required.
6. To save the changes, Users can select the X to close, or < to return to the previous setting menu.

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Add the Client logo

1. Click the paintbrush symbol on the left-hand side.
2. Click Images .
3. Click Clear under the Company Logo.
4. Click the space with the upload image to upload the Company Logo you wish to use.
5. To save the changes, Users can just select the X to close this setting, or the < to return to the previous setting menu.

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Creating Community Pages

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Create a Page

1. Select the drop-down arrow next to the cogs (Page Properties).
2. At the bottom, click the blue + New Page button.
3. Select the Standard Page option.
4. Click the blue + New Blank Page button.
5. Select 1 full-width column.
6. Click Next .
7. Enter a name for the Employee’s Personal Details page e.g. My Profile.
8. Click Create .
9. Click the lightning symbol on the left-hand panel (Components) .
10. Drag the Emp Comm Profile onto the Content section of the page.
11. Repeat Steps 1-6 above.
12. Enter a name for the Timesheet page e.g. Timesheets.
13. Click Create .
14. Click the lightning symbol on the left-hand panel (Components) .
15. Drag the Emp Comm Timesheets onto the Content section of the page
16. Repeat Steps 1-6 above.
17. Enter a name for the Expense page e.g. Expenses Claims.
18. Click Create .
19. Click the lightning symbol on the left-hand panel (Components) .
20. Drag the Emp Comm Expenses onto the Content section of the page.
21. Repeat Steps 1-6 above.
22. Enter a name for the Pay Advices page e.g. Pay Advices.
23. Click Create .
24. Click the lightning symbol on the left-hand panel (Components) .
25. Drag the Emp Comm Pay Advice onto the Content section of the page.
26. Repeat Steps 1-6 above.
27. Enter a name for the Leave page e.g. Leave.
28. Click Create .
29. Click the lightning symbol on the left-hand panel (Components).
30. Drag the Emp Comm Leave onto the Content section of the page.

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Community Navigation Menu

1. Click the Theme Navigation Menu next to the logo (will be the box at the top that currently only displays Home).
2. The Theme Navigation menu will pop up to the right.
3. Slide the Max Items to Display to be increased, recommended 9 items or more.
4. Click the Edit Default Navigation button.
5. Click + Add Menu Item button.
6. Enter the Name for this tab (i.e. My Profile).
7. Type = Site Page
8. Page = My Profile
9. Click + Add Menu Item button.
10. Enter the Name for the tab (i.e. Timesheets).
11. Type = Site Page
12. Page = Timesheets
13. Click + Add Menu Item button.
14. Enter the Name for the tab(i.e. Expense Claims).
15. Type = Site Page
16. Page = Expense Claims
17. Click + Add Menu Item button.
18. Enter the Name for this tab (i.e. Pay Advices).
19. Type = Site Page
20. Page = Pay Advices
21. Click + Add Menu Item button.
22. Enter the Name for the tab (i.e. Leave).
23. Type = Site Page
24. Page = Leave
25. Review the order of the tabs to ensure they are as needed (top to bottom appears left to right) and click and drag the left individual blocks to the preferred order.
26. Click Save Menu. step. A confirmation message will display confirming you wish to Publish the Community. Select the Publish button and when the confirmation window pops up, select the Got It button.

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Alternate Community Navigation Menu (Optional)

1. Create a Header Menu Item under the Theme Navigation Menu > Edit Default Navigation.
   1. Click + Add Menu Item .
   2. Enter the Name.
   3. Type = Menu Label.
2. Drag the menu items you want in the drop down list underneath the new menu item.

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Activate Timesheet Leave Events, Expenses, and Allowances in Community (Optional)

1. Select the Timesheets Tab within the Community Builder.
2. Select inside the LWC of Timesheets.
3. This will display a pop up window in the top right hand corner with picklist values of ‘Yes’ and ‘No’ for the following topics:
   1. Enable Leave Events for a Timesheet?
   2. Enable Expenses for a Timesheet?
   3. Enable Timesheet Allowances for a Timesheet?
4. Select Yes or No for each field as per the Org requirements.

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Deactivate Leave Forecast and other Leave Components in the Community (Optional)

1. Select the Leave Tab within the Community Builder.
2. Select inside the LWC of Leave.
3. This will display a pop up window in the top right hand corner with picklist values of ‘Yes’ and ‘No’ for the following topics:
   1. Enable Current Leave View Tab.
   2. Enable Submitted Leave List View Tab.
   3. Enable Approved Leave List View Tab.
   4. Enable Rejected Leave List View Tab.
   5. Enable Historical Leave List View Tab.
   6. Enable Leave Balances Tab.
   7. Enable Leave Forecast Tab.
4. Select Yes or No for each field as per the Org requirements.

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Deactivate Company Details and other Components in the Community (Optional)

1. Select the Profile tab (the one where you added the Profile LWC).
2. Select inside the LWC of Profile.
3. This will display a pop up window in the top right hand corner with picklist values of ‘Yes’ and ‘No’ or the following topics.
   1. Enable Personal Details Tab?
   2. Enable Emergency Contacts Tab?
   3. Enable Payment Details Tab?
   4. Enable TFN Details Tab?
   5. Enable Company Details Tab?
   6. Enable Superannuation Details Tab?
4. Select Yes or No for each field as per the Org requirements.

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Community Logout Button - Removal & Addition

1. Click the top header around the logo and the tab header called Compact Header, but make sure you don’t click just the Theme Navigation Menu.
2. A drop-down menu will appear on the right-hand side called Compact Header .
3. Click the menu title Layout .
4. In the drop down that appears you will see several checkboxes, uncheck Show User Profile Menu, Show Notifications and Show Search .
5. Close the Compact Header .
6. Click the Theme Navigation Menu bar.
7. A drop down menu will appear on the right hand side called Theme Navigation Menu.
8. Click the Edit Default Navigation button.
9. Click + Add Menu Item .
   1. Enter a name: i.e. Logout
   2. Select: External URL (Available in Setup > All Sites > and the URL should be listed)
   3. URL: community URL + /secur/logout.jsp for example see below:

1. Open link in the same tab = TRUE
2. Click Save Menu .
3. By following these steps, the Logout button gets added only on the Homepage.
4. Steps 1-10 need to be repeated for all of the additional pages within the Community (i.e. Header,

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Dynamic Branding/Styling for different Audiences (Optional)

1. Select the paintbrush symbol at the top left of the page.
2. At the top of the box that appears select the down arrow .
3. Select Manage Branding Sets .
4. Click the +New Branding Set button.
5. Name your branding set.
6. Click on the down arrow within the branding set and select Edit .
7. Set your theme, colour pallete and logo as the previous instructions for Community Pages on the box to the left.
8. You can switch between default and the branding set by selecting the relevant box and make all the changes you need to either one.
9. Return to Manage Branding Sets .
10. Click the people icon .
11. Click the New Audience button.
12. Name the Audience.
13. Add the criteria for this audience.
14. Click Save .
15. Click the drop down arrow on your branding set and select Assign .
16. Select the Audience and select the Assign button.
17. Click done .

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Enable Community Sharing Set (Conditionally Compulsory)

1. Under the Role and User Settings heading ensure that Let customer users access notes and attachments is ticked and Allow using standard external profiles for self-registration user creation, and login is ticked.
2. Then scroll down to the Sharing Sets related list.
3. Click New .
4. In the field Label, enter Community Sharing Set, and as you navigate to the next field it should auto populate.
5. Enter a Description (optional)
6. Select Customer Community User under the Select Profiles section, and select the Add > button.
7. Under the Select Objects section, only objects that are set to ‘Private’ for external users will appear in the list. Choose the following objects in the Select Objects section;
   1. Contact
   2. Payee
   3. Assignment
8. Under the Configure Access section, select the Set Up link on the Contact line
9. In the pop up window, ensure the User picklist is set to Contact .
10. Select Id in the Target Contact picklist field.
11. For Access Level picklist select Read/Write.
12. Click Update.
13. If you need to provide any more updates for the Community Sharing Set, action by following the same steps as detailed above, and then select Save .
14. The following shows how these Sharing Sets should now display:

1. Under Organization-Wide Defaults, select Edit
2. Scroll down to Payee, and in the column for Default External Access, select Public Read/Write .
3. Scroll down to Timesheet, and in the column for Default External Access, ensure it is Public Read/Write .

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Create Approver Identifier & Audience (Conditional Compulsory)

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Creation of Approver field on Contact

1. Select the New button.
2. Select the Checkbox radio button, and select the Next button.
3. Label = Is Approver? (or Approver, or something else simple and easily understandable).
4. Determine if you want the default radio button unchecked (recommended).
5. Field Name = auto populates based on Label API name.
6. Description = enter one if you would like.
7. Help Text = Enter one so that Users can hover the mouse over the info icon next to the field label to attain what it’s used for.
8. Auto add to custom report type = determine if this checkbox should remain checked or unchecked, and select Next button.
9. Establish the Field Level Security by checking and unchecking the boxes against various profiles for Visible and Read Only access, and select the Next button.
10. Ensure only the Page Layouts that are used for Approvers (including Employees who will also be

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Creation of Approver page and Tab

1. Select the drop down arrow next to the cogs (Page Properties).
2. At the bottom, click the blue + New Page button.
3. Select the Standard Page option.
4. Click the blue + New Blank Page button.
5. Select 1 full-width column .
6. Click Next .
7. Enter a name for the Approvals page e.g. Approvals.
8. Click Create .
9. Click the lightning symbol on the left hand panel (Components).
10. Drag the Approver Portal onto the Content section of the page (please note there will be a read error message advising “This url and token is invalid, please contact support”. This can be ignored as it will always display this in the Builder page.
11. Click the Theme Navigation Menu next to the logo (will be the box at the top which displays

12. The Theme Navigation menu will pop up to the right.
13. Click the Edit Default Navigation button.
14. Click + Add Menu Item button.
15. Enter the Name for this tab (i.e Approvals).
16. Type = Site Page
17. Page = Approvals.
18. Review the tab created is in a suitable order in relation to the other tabs, and move them around as required.
19. When complete, click the Save Menu button.

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Create Audience for Approvers

1. Select the drop down arrow next to the cogs (Page Properties). Best to do this on the Approvals page or other page that you want to have the audience function with.
2. Select the three dots to the right of the Approvals page listed in the list view.
3. Select the Page Settings .
4. Click on Page Variations .
5. Select the audience icon.
6. Select New Audience .
7. Enter an Audience Name .
8. Enter the criteria needed to make this audience identifiable by the software to limited access to this page, this can be done by numerous methods, however the best to use is the use of the new Is Approver? checkbox.
9. When completed select Save .
10. On the Page Variations page, select the drop down arrow next to the Unpublished Status.
11. Select Edit Assignment .
12. Select the Audience created from the left side, and select the Assign button.
13. Select Done .
14. Exit out of the pages menus using the close or back arrows in the pop up windows.

1. Select the Theme Navigation Box .
2. From the Theme Navigation Menu that pops up, select Personalize at the bottom.
3. From here you can create an audience or use an existing audience to assign a specific navigation menu that is targeted to certain users.

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15. Invoice Site Setup

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Create a new Invoice Site (Conditional Compulsory)

1. Go to Setup - Sites
2. You will see a message saying ‘I have read and accepted the Salesforce Sites Terms of Use.’
3. Tick the checkbox and click Register My Salesforce Site Domain button.
4. You’ll be presented with another pop up message that says ‘Once you register, you will not be able to modify your Salesforce site domain name. Are you sure?’ Press Ok .
5. Scroll down below Settings and click on New .
6. Action the following fields only:
   • Site Label = Invoice Portal (required)
   • Site Name = Invoice_Portal (required, auto-populates from Site Label)
   • Site Description = Site used for invoicing pages
   • Site Contact = 2cloudnine Admin User or equivalent (required)
   • Default Record Owner = 2cloudnine Admin User or equivalent (required)
   • Default Web Address = ClientPortal or ClientInvoice
   • Active = TRUE
   • Active Site Home Page = SiteLogin (required)
   • Inactive Site = InMaintenance (this will auto-populate)
   • Site Template = SiteTemplate (this will auto-populate)
   • Clickjack Protection Level = Allow framing by the same origin only (Recommended)
   • Lightning Features for Guest Users = TRUE
   • Enable Content Sniffing Protection = TRUE
   • Enable Browser Cross Site Scripting Protection = TRUE
   • Referrer URL Protection = TRUE
   • Allow only required cookies for this site = False
   • Redirect to custom domain = False (THIS MUST BE CHANGED)
   • Cache public Visualforce pages = TRUE
   • Guest Access to the Payments API = False
   • Guest Access to the Support API = False
7. Click Save .

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Assign the Online Invoice Permission Sets

1. Select the Guest User .
2. Select Edit Assignments in the Permission Set Assignments related list.
3. Select the 2cloudnine Time2Pay Standard Online Invoice and 2cloudnine Time2Pay Standard Online Invoice2 (or Clone as per the name you gave to the 2nd Permission Set), select the Add + button, and it should move to the Enabled Permission Sets.
4. Select Save .

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16. Additional Custom Settings and Configuration

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Time2Pay Portal Specific Settings

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Employee Community

1. Complete in line with the details provided here:
   1. Name: Community User
   2. Auto Create Portal User: True (auto create when Payee is created, refer to Permission Sets section for more details)
   3. Default: True.
   4. Enable Community User from Payee: Only to be TRUE if this is the point they are to be created as a Community User.
   5. Portal Profile Name: Customer Community User.
   6. Site URL = Copy and paste the URL from the Site created in the earlier step for Employee Community Builder (i.e. http://lorelletrain2.my.salesforce-sites.com/EmployeePortal)).
   7. Site ID: ****** (To attain, go to the Cogs (where you would normally locate Setup) > Developer Console**, select Query Editor, paste the following text

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Select id,name from site

1. Copy the Site ID from the Id column of the Employee Community and paste into the Site ID field.
2. Site Label: (must be the Community Name located in Setup > All Sites)
3. Click Save .

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Invoice Portal (only required if no Employee Community but still Invoicing in this Org)

1. Complete in line with the details provided here:
   1. Name = Invoice Portal (must be same as listed in Sites created earlier for Invoice Portal).
   2. Site Label = Invoice Portal (must be the same name as the Site Label in the Sites).
   3. Default: True.
   4. Site URL = remain blank (however if Invoicing includes a separate Invoicing Portal site to the Employee Community Site, you will need to copy and paste the URL from the Site created in the earlier step for Invoice Site Setup (i.e. http://lorelletrain2.my.salesforce-sites.com/ClientPortal)).
   5. Site ID = (To attain, go to the Cogs (where you would normally locate Setup) > Developer Console, select Query Editor, paste the following text

1. Copy the Site ID from the Id column of the Invoice Portal and paste into the Site ID field.
2. Click Save .

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Time2Pay Portal Permission Sets

1. Name = Give the record a name to help identify the specific Profile Name/Permission Set Combination. This name must be unique.
2. Portal Profile Name = The value in this field must match an existing User Profile’s Name (i.e. Customer Community User, Approver).
3. Permission Set Api Name = Define the Permission set that will be automatically assigned during community user creation and update (i.e. Employee_Community_Permission_Set)
4. Click Save .
5. Create a new Custom Setting record for each combination of Profile and Permission Set required (i.e. will need the original and the cloned Permission Set for Community Users to be 2 isolated Custom Setting records).

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Rate Calc Line Overriding and Rounding Functionality (Optional)

1. Select the checkbox Enable Rate Calc Line Rounding if required.
2. Click Save .
3. Repeat for all other Users who need the ability to have Rate Calc Line Rounding in Rate Calculators.

1. Locate your User record (i.e. 2cloudnine Admin) and select Edit next to the user
2. Check the field Enable Rate Calc Overriding .
3. Click Save .
4. Repeat for all other Users who need the ability to have Rate Calc Overriding in Rate Calculators.

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17. Assignment of Permission Sets to Users

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Packaged

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Custom

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To assign multiple Permissions Sets to a User

1. Select the name of the User(s) to assign Permission Sets to.
2. Select the Permission Set Assignments Related List.
3. Select the Edit Assignments button.
4. Multiselect the Permissions Sets from the Available Permission Sets list, and then select the > button to move to the Enabled Permission Sets list.
5. Select Save when all required Permissions Sets are assigned.
6. Repeat the process for each User in the Org as required.

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To assign a Permissions Set to multiple Users

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Assignments

1. Select the checkboxes next to the User(s) you have created.
2. Select the Next button.
3. Select the radio button of No Expiration or Specify the expiration date and select the expiration period from the available options.
4. Select the Assign button and then select the Done button.

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18. Administrator Guides

• Configurators - Administrator Guide
• Field Sets - Administrator Guide
• Payment File Approval Process to Release - Administrator Guide
• Validation Overrides - Administrator Guide
• Workflow Rules - Administrator Guide

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19. Discovery Workbook Data & additional required records

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Calendars and Calendar Periods

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Payroll Calendar and Calendar Periods

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Invoice Calendar Periods

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Pay Codes (For Invoicing Clients)

• Invoice Name (Maximum 15 characters)
• Invoice Taxable
• Invoice Rate Multiplier

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RDO Leave Rule for Daily Accruals

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Default Employer Superannuation Fund

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Create Authorised Contacts for all Payment Entities

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20. STP Submission

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Client Superchoice Registration

• https://www.test.employerpay.com.au/2cloudnine Production
• https://www.employerpay.com.au/2cloudnine

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Appendix Table of Contents

1. Pre-Installation** 4 Installation and Configuration Checklist 4

2. Installing Packages** 10

3. Data Creation Setup** 13

4. Required General Configuration** 26

5. Apex Classes** 28

6. Custom Settings** 29

7. Page Layout Assignments** 36

8. Update Buttons, Links and Actions** 42

9. Update Standard Page Layouts** 42

10. Field History Tracking** 45

11. Creation of Custom Permission Sets** 46

12. Employee Community Plus Permission Set (only if using Community Plus Licences)** 50
13. Scheduled Jobs** 51

14. Employee Community Builder** 56

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Activate Timesheet Leave Events, Expenses, and Allowances in Community (Optional)62

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Deactivate Leave Forecast and other Leave Components in the Community (Optional)62

15. Invoice Site Setup** 68

16. Additional Custom Settings and Configuration** 70

17. Assignment of Permission Sets to Users** 73

18. Administrator Guides** 75
19. Discovery Workbook Data & additional required records** 76

20. STP Submission** 77