This guide will explain what is a User Type and how to change it. A User Type is generally used to determine what kind of user is that employee. It is commonly mistaken / misunderstood with Access Group, however, the key difference is that an Access Group is used to determine what kind of access an employee can have and it can also be created whereas for a User Type, it's main key difference it that it is used to determine whether that employee is a PAYROLL USER or an EMPLOYEE USER, these two User Types are preset and cannot be created. In summary, a User Type acts as a switch. For Example;  For an employee to be able to process the payroll [Payroll User's function], the User Type and the Access Group must be set to PAYROLL USER, otherwise the employee will not have the proper access right set / given. Note: Only the Subscriber / Administrator have access to the Administration to change the User Type of an employee. To change an employee's User Type, go to Administrator above Integration. Identify the user that you would like to edit the user type, click on the pencil icon to edit the details. Click on the User Type and select the new desired User Type. Once done, click on the diskette icon to save the changes made. END OF GUIDE

This guide will explain what is the Audit Trail and how to utilize it. The Audit Trail is used to track / monitor every 'movement' made within the payroll system such as deleting a payroll record, editing an attendance transaction, etc.  To access the audit trail, click on Administrator above Integration. Click on Company Logs Apply the date filter by clicking onto the date and selecting the date range then click OK. [Note: Only a 7 day range can be applied] The result will then appear for the user to check. END OF GUIDE

This guide will assist you in inviting users into the company via Administration. To invite a user via Administration, click on Administrator above Integration. Click on Add User. There will be two options for user to select, Create New & Attach Existing User. Select the first option Create New and maintain the necessary information. Create New – For Employee that has never accessed Autocount HRMS access before, in other words, first time users.  Attach Existing User – For existing employees that have previously registered to this company. Ensure that you have maintained all the necessary information before proceeding such as selecting the user type and access group. Once done, click on Save to invite the employee. After saving, new user will receive a confirmation email which would require confirmation before proceeding to login whereas for existing users, they will receive an invitation to the company and they may login using their previous existing username and password to access into the company.   Note: New User means an email account that has not been used to register in AutoCount Cloud portal. Existing User means an email account that has been used to register in AutoCount Cloud portal not necessarily a payroll user of this company. END OF GUIDE

This guide will assist you in removing a user in your company via Administration. To remove a user via Administration, click on Administrator above Integration. Identify the user that you would like to delete, click on the red trash bin icon to delete the user. A confirmation message will appear, click on Yes to confirm the deletion of the user and the user would then be deleted. NOTE: Only the Administrator of the account can access into the Administration.  END OF GUIDE

This guide will assist you in acquiring the invoice via Administration. To acquire the invoice via Administration, click on Administrator above Integration. Then go to Billing. There will be two buttons for you to click, first one is to export the invoice in PDF, the second one on the right is to export the invoice in excel. NOTE: Export excel function is only available to invoices before 2024, 2024 onwards only export to PDF function is available due to the switching of payment method from post paid to prepaid.  END OF GUIDE