Practice management
Activate collaboration with Spiris Payroll
With Payroll you get a cloud based payroll solution with automated calculations and reporting.
Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
There are two different ways to collaborate in Payroll:
Customer access Payroll - In this collaboration, you can collaborate with your customer in the solution. You decide together who will do what in the payroll process. This may apply to creating and changing work schedules, registering times or making the salary payment itself. The salary work with your customer should be based on how you choose for your customer to record time. With this choice, you the agency or the customer can be the recipient of the invoice for the collaboration.
Accountant access - In this collaboration, only you as an agency have access to the solution. With this choice, it's only the agency that can be the recipient of the invoices.
You can choose between two ways of working with time registration in both collaborations.
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You as an accountant consultant register the time entries and deviations for all your customer's employees via smart short cuts in the solution. Via the app Employee the customer's employees will have a full overview of their work schedule, hours worked, flexitime, leave and vacation days.
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Your customer decide to let the employees register their work hours and deviations themselves. In this case they will use Employee either via the web or via their mobile. Before the information enters the payroll solution, an attestant at the company can approve the time reports digitally and you do the payroll run with a few clicks. The employees will have a full overview of their work schedule, hours worked, flex, absence and vacation days. With the app Employee, the customer's employees can receive their pay slips directly in the mobile.
The activation of the collaboration is done for the customer on the Collaboration tab in Practice management. Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Your customer is already a customer of Spiris and uses Payroll.
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers.
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Payroll.
- At Choose, click on the list button on the right to directly select and activate an option, or click on the large button to get more information.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, if you have chosen the Payroll collaboration, you can select who's going to be invoice recipient. If you have chosen a collaboration without access for the customer, the invoice recipient is always Accounting office.
- On the page, select Activate.
You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to Spiris. Once this is done, you can start your collaboration.
Customer with whom you have previously collaborated in Visma Lön 300/600 and Spiris Employee/Kivra
If you have worked in Visma Lön 300/600 and have employees who have Employee or Payslip/Kivra activated, you will automatically receive certain information when you start Payroll.
Read more in the topic Can I transfer data from another payroll program when I start using Payroll? in the help for Payroll.
Your customer is already a customer of Spiris, but does not previously use Payroll
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
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Go to Customers .
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Select the customer you want to activate the collaboration for.
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Select the tab Collaborations.
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Click on the icon for Payroll.
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At Choose, click on the list button on the right to directly select and activate an option, or click on the large button to get more information.
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Select Activate.
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In the list Task, select a task.
- At Invoice recipient, if you have chosen the Payroll collaboration , you can select who's going to be invoice recipient. If you have chosen a collaboration without access for the customer, the invoice recipient is always Accounting office.
- On the page, select Activate.
New customer in Spiris
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
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Go to Customers .
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Select the customer you want to activate the collaboration for.
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Select the tab Collaborations.
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Click on the icon for Payroll.
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At Choose, click on the list button on the right to directly select and activate a variant, or click on the large button to get more information about the options.
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Select Activate.
- In the list Task, select a task
- At Invoice recipient, if you have chosen the Payroll collaboration , you can select who's going to be invoice recipient. If you have chosen a collaboration without access for the customer, the invoice recipient is always Accounting office.
- On the page, select Activate.
You have now activated the collaboration as well as the solution for the customer. Also, the customer's administrator on Spiris has been created. The administrator now receives an email with information that the accounting office has activated the solution, and is asked to log in to Spiris in order to approve the terms and conditions. Once this is done, you can start your collaboration.
