Grevillea '26 - Upgrade Guide

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Overview

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Important Information

Only your authorised Salesforce System Administrator or Partner should be actioning any installation, configuration items, and tasks. All packages within the release must be installed. There may be compulsory and optional configuration items and tasks that need to be completed pre and post the installation of the packages. These will be highlighted in the below checklists, with further details given within this document. The installer will be responsible for ensuring all these configuration items and tasks are completed within a reasonable timeframe of the packages being installed. Please ensure you have familiarised yourself with all of the requirements PRIOR to installing the packages and ensure you have sufficient time and resources available. Failing to do so can negatively impact the User experience and stability of 2cloudnine Payroll. This guide should always be opened and used via your web browser. This will ensure you are viewing the most recent version of the document. Further, downloading the document and opening it with desktop programs, such as Adobe, has been found to cause errors when copying and using the scripts provided for data updates. These errors do not occur when viewed through a browser.

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Pre-Installation Checklist

The following items are highly recommended to be completed before commencing the installation and configuration of packages within this release.

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Icons

Please refer to the legend below when referencing the icons used throughout the document: IMPORTANT: If you are installing the Grevillea release for the first time, then the above icons can be ignored, as you will need to install and configure this entire document.

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Package Installation

The installation of the following packages must be completed as part of the Grevillea 2026 release upgrade.

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Dependencies

This version of the Grevillea release contains multiple packages that have been updated, with some of them having dependencies on the others. Any packages that have been listed as Compulsory in the Installation and Configuration checklist must be updated, and this should be done in the sequence given in the checklist.

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Configuration Checklist

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Configuration Items

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Page Layout Updates

Several new features and enhancements have been implemented. Please refer to the following Page Layouts included in the 2cloudnine Grevillea ‘26 release.

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Payment Files to Include the PAYG Payment to the ATO

The following Page Layout updates are Optional. A new feature has been added to the 2cloudnine Pay Batch process, optionally allowing you to include PAYG payments to the ATO in the Pay Batch Payment File. The feature can be enabled at the Payment Entity level, meaning that if an Org requires it for some Payment Entities but not for others, this feature can be configured accordingly. This can also be turned on/off at any time after installing the Payroll Grevillea package. Configuration steps:

1. Payment Entity (Account)
2. Payment File
3. Payment File Line
4. Invoice Setting
5. Assignment

Payment Entity (Account)

Please add the following fields to the page layout that is assigned to the ‘Payment Entity’ Record Type: Go to Setup > Object Manager > Account > Page Layouts > Page Layout Assignment

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 .

Payment File

Go to Setup > Object Manager > Payment File > Page Layouts > Page Layout Assignment

1. Select the TC9PR Payment File Layout Page Layout.
2. Add the following field to the Page Layout:
   1. Payee PAYG Amount
   2. Payments Minus PAYG
3. Click Save .

Payment File Line

Go to Setup > Object Manager > Payment File Line > Page Layouts > Page Layout Assignment

1. Select the TC9PR Payment File Line LayoutPage Layout.
2. Add the following field to the Page Layout:
   1. Recipient Name (non-Payee)
3. Click Save .

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Invoice Settings Template Groups

The following Page Layout updates are Optional. To use the new Invoice Setting Template Groups functionality, the new fields below must be added to existing page layouts. Configuration steps:

1. Invoice Setting
2. Assignment

Invoice Setting

Go to Setup > Object Manager > Invoice Setting > Page Layouts > Page Layout Assignment

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.

Assignment

Go to Setup > Object Manager > Assignment > Page Layouts > Page Layout Assignment

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.

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Permission Updates:

The above section will require Permission Updates. If using the packaged 2c9 Permission Sets, you will automatically inherit the additional permissions required. Alternatively, please refer to the Appendix at the end of this document to configure the required permissions, ensuring that the fields on the above Objects can be accessed by Users creating Payment Files.

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Portal Specific Custom Setting - Used for Invoicing checkbox needed

The configuration below is Conditionally Compulsory for Orgs that have Invoicing and auto creation of Community Users. A new field has been added to the Time2Pay Portal Specific Settings to define which Site is used for the Invoice Portal Site. This additional field must be updated to indicate that the Site defined in the Custom Setting will be used to create Invoice PDFs and email them. If the Org has only 1 (one) Site for both Community Users and for Invoices, Users can update the existing Custom Setting to indicate that the same Site is used for the Invoice Portal. To do this, follow these steps: Go to Setup > Custom Settings > Time2pay Portal Specific Settings > Manage

1. Select Edit next to the Custom Setting record for both Sites.
2. Update the Invoice Portal checkbox to True.
3. Select the Save button.

Or else, if the Org has separate Sites for Community Users and for Invoice Portal, then Users must update the Custom Setting ONLY for the Invoice Portal as detailed below: Go to Setup > Custom Settings > Time2pay Portal Specific Settings > Manage

1. Select Edit next to the Custom Setting record for the Invoice Portal.
2. Update the Invoice Portal checkbox to True.
3. Select the Save button.

IMPORTANT: Please ensure only 1 (one) Custom Setting record is populated with Invoice Portal = TRUE, otherwise, the Org will choose the incorrect record and fail to render the Invoice PDFs accurately for viewing.

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Replace STP Workflow Rules with Flows

The following configuration is Compulsory; however, the first step of deactivating the Workflow Rule is required only if the Workflow Rule is currently active. A series of in-product Workflow Rules that send email alerts regarding the processing Status of your STP Lodgements after sending to the ATO have been replaced with Record-Triggered Flows due to Salesforce technical changes. Configuration steps:

1. Deactivate Workflow Rules
2. Activate Flows

Go to Setup > Workflow Rules

1. Open each of the following Workflow Rules and Select Deactivate :
   1. STP Email - ATO Error
   2. STP Email - Cancelled by ATO
   3. STP Email - Processed by ATO
   4. STP Email - Submitted to ATO
2. If the existing Workflow Rules (listed above) are NOT active, do not activate them.

Go to Setup > Flows

1. Search for each Flow listed below:
   1. STP ATO Error Email Flow - 2c9
   2. STP Processing Status Email Flow - 2c9
2. Select the drop-down button at the end of each row.
3. Select View Details and Versions .
4. Select Activate against the Flow Label.

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Retrieving Confirmed Lodgements from the Lodgement AU standard List View page

The following configuration is Compulsory. A new List View button has been added to the Lodgement AU List View that allows Users to multi-select STP Lodgements from the List View and check/retrieve the ATO-processing status for the selected records, simultaneously. To complete this configuration, follow the steps below: Go to Setup > Object Manager > Lodgement AU > List View Button Layout

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 from the Custom Buttons section.
3. Select the Save button.

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Record Sharing for Community Employees and Approvers

The configuration below is Compulsory and required for Community Users only, not Community Plus Users. To ensure access for Employees and Approvers, two Sharing Sets need to be created. Further details are provided below. Configuration steps:

1. Sharing Set for Employees
2. Sharing Set for Approvers

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Sharing Set for Employees

To enable the sharing of Salesforce data and records with 2cloudnine Community Employees, it is necessary to create a Sharing Set for the target Community. To create a Sharing Set, please follow the steps below: Go to Setup > Digital Experiences > Settings

1. Click New in the Sharing Sets section.
2. Populate the following details:
   1. Label : 2c9 Employee
   2. Sharing Set Name : This populates automatically.
   3. Description : Record sharing with the 2cloudnine Employee.
   4. Then select the profile(s) for 2cloudnine Employee Users.
   5. In Select Objects, select the following objects and the Access Level as detailed below:

3. Click Save .

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Sharing Set for Approvers

To enable the sharing of Salesforce data and records with the 2cloudnine Community Approver, it is necessary to create an additional Sharing Set. To create a Sharing Set, please follow the steps below: Go to Setup > Digital Experiences > Settings

1. Click New in the Sharing Sets section.
2. Populate the following details:
   1. Label : 2c9 Approver
   2. Sharing Set Name : X2c9_Approver
   3. Description : Record sharing with 2c9 approver
   4. Then select the profile(s) for 2cloudnine Approver Users.
   5. In Select Objects, select the following objects and the Access Level as detailed below:

3. Click Save .

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Reduced Administrative Overhead for Imported Field Service Timesheets

The Configuration below is Conditionally Compulsory and required only for clients using the Field Service functionality. This feature eliminates the manual requirement of bulk-approving Timesheets after they have been imported. By automatically changing Timesheets to an Approved Status, records are immediately available for the next scheduled Pay Transaction job, significantly accelerating the time from work completion to pay generation. Go to Setup > Custom Settings

1. Click Manage next to Field Service Integration Configuration.
2. Select the Edit button.
3. Set the checkbox for Set Timesheet as Approved as below:
   1. True (Checked) : Attempts auto-approval; failure results in Failed Status.
   2. False (Unchecked) : Skips auto-approval; defaults to New Status.

Note : If this is left unchecked (False/Null), the system defaults to the standard behaviour of inserting timesheets as ‘New’ Status.

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Updated credentials for FBT Upload

The Configuration below is Conditionally Compulsory and required only for clients using the Reconciliation functionality. Ensuring that the Reconciliation package has been upgraded as per the instructions provided above in this document, please follow these steps: Go to Setup > NamedCredentials

1. Select FBT Upload Named Credentials .
2. Scroll down to the Custom Headers section and delete the api-key header entry (must keep X-API-KEY).
3. Select the Edit button.
4. Update the URL field with the link provided below: https://fbt-aggregates-451452377028.australia-southeast1.run.app
5. Click Save .

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Appendix 1

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the Payment File and Payment File Lines.

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Appendix 2

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the Agreements and Invoice Setting Template Groups functionality.

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Appendix 3

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the Lodgements functionality.

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Appendix 4

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the Data Creation Extension Package.

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Appendix 5

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the Leave functionality within Communities and Payee Exit functionality.

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Appendix 6

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the General Ledger functionality.

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Appendix 7

The table below defines the access that must be granted to Internal Users for new components introduced to provide further enhancements to the Invoice and Interpretation Rules functionality.