Search with wildcard * for better searches

Sometimes you may not be quite sure what a report is actually called or what you named a particular file. In this case, the so-called wildcard * can help you with your search.

For example, if you search within the document type "Payroll" field "Document/File,” you can enter "Fi*" and click Search to find all documents that begin with the letters "Fi" (e.g. FiBu_Exporte).

A search for "*ex*" calls up all files in the results list that contain the letter sequence "ex," e.g. "FiBu_Export" or "Excel_MasterReport."

And a search for "*report" retrieves all documents that end in "report."

Upper/lower case when searching

When searching in text fields of the i-DOS archive, it doesn’t matter whether you use upper or lower case letters.

Correctly setting up access permissions for the portal

Your employee wants to work with the Paychex portal at DPB, but sees the following screen?

After you have set up your Digital HR Office, only the initially created main user can access the Paychex portal for confidentiality reasons.

To enable other employees to work in the DPB Paychex portal, you must activate the group function of the Paychex portal.

Once the group function has been activated, all users to whom you have assigned one of the following roles in i-DOS user administration will have access to the portal:

Main user (full access)
Main user (basic access)
Portal visibility

It should be noted that every user in the portal has the same read and edit rights for all files. This means that every user with portal access can read and edit all messages, even if they have been written, received, or created by other users.

To activate the group function of your portal, please open a ticket after checking the permissions via the Service Desk. This is done in the "Group function for portal" case group at our Service Desk. You can find more information about this topic in our user manual.

Check permissions before activating

Before you activate portal group function in your Digital HR Office, please check the roles of the users you have already activated in the user administration. Adjust these roles as necessary so that there is no unwanted access to the features of the portal.

Advantages of pre-defined access for your employees

After setting up your Digital HR Office, we will provide the application to you with only one active main user, i.e. the person you named in your return form to set up the Digital HR Office. This user also receives rights for user administration and can grant other persons access to the application. So that you can optimally use the activation of additional accounts as administrator, note the following tips:

Administrators have the following options to open additional accounts:

Activation of predefined employee user accounts (recommended for employees)
Add new user accounts (recommended for external users)

For all employees whose pay slips are created by Paychex, user accounts are already prepared in DPB in such a way that the administrator only has to enter an e-mail address of the employee and activate the account.

You can recognize these accounts in the user administration by the status "inactive" and by the dummy e-mail address "vor-aktivierung-austauschen@paychex.de." User names usually consist of the first three letters of the first name and the first four letters of the last name, plus a sequence of digits.

The role "Employee (full access)" is stored in these accounts, which provides the employee with digital access to their documents from payroll accounting (wage accounting, SV reports, annual payroll tax reports) as well as further opportunities for collaboration and data exchange with their employer. We reported on this in the last issue of DPB News under the title: 3 powerful tools for your employees There is no reason however why you should not adapt these roles to your needs before activating them.

The advantage of these accounts is that there is already a record in the user profiles that is required to check the authorization to access the personal documents for payroll accounting (E-Lohnschein). Even if you currently do not want to give your employee access to their payslips, we recommend that you always activate the prepared accounts for employees. This gives you the option to make the E-Lohnschein usable later on simply by assigning the corresponding role.

Adding new user accounts via the "Add user" button, on the other hand, should only be done if the person to whom you want to grant access is not an employee.

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