Navigating the System

Ocerli: quick overview of all sections

1. 1. Dashboard: Quick link tiles to most popular workflows in the app

   

2. 2. Workflows: Quick link tiles to all workflows in the app

   

3. 3. My Payslips: All your payslips are stored here

   *this is also the only module available for your employees.

   

4. 4. Organisations: Add organisations and edit organisation details

   

5. 5. Employees: Add employees and edit employee details.

   

6. 6. Pensions: set up pension elements, pensions schemes and pension reports

   

7. 7. Payroll: Five step process to complete your pay run.

   

8. 8. Submissions: Submit your jurisdictional returns

   

9. 9. Reports: Generate and download your payroll, nominal ledger and pension reports.

   

10. 10. Users: Add, edit and delete user accounts and set user permissions (access rights)

    

11. 11. Pay elements: Create, edit and archive your pay elements this ensures that your employee payslips can be transparent and bespoke to your organisation

    

12. 12. Reference fields: Add, edit and delete various field libraries within the app (e.g. occupation library and pay unit library)

    

13. 13. GDPR: Cleanse left employees from the app who are outside of the data retention period for the organisation.

    

14. 14. Audit log: View, clean or download your account’s audit log to track user actions.

    

15. 15. Apps: Utilise our integration with third-party application(s)

    

16. 16. Modules: Access client-specific modules and functionality configured for your organisation.

    

17. 17. Settings: Edit your account display name and amend billing details