Account Management
Unassign license from user
One of the last steps after terminating the employee is to unassign the license tagged to the user profile. Unassigning the Assigned License 1. From the Dashboard, click on the User Menu and choose Control Panel. 2. Go to the Users Management Tab. 3. ...
Change the Assigned License to a User
Changing a subscription license requires changing of license assigned to a user. There should be an available license first for the new subscription to be used. First, Add licenses for the new subscription to be used. Changing the Assigned License 1. ...
View Audit Trail
Salarium logs all of the activities done in the system, including viewed, updated, and deleted items. This allows the administrators to trace and verify the changes made by checking the transactions recorded in the Audit Trail section. The Audit ...
SALPay Integration Administrator
Salarium and SALPay added a new security feature in which unauthorized disbursements of payroll are prevented. A user with Salarium Owner / Super Admin / Admin role can still process payroll but can no longer disburse payroll if he is not nominated ...
Link an Employee Record with a SALPay Account (Re-Invite Payees & Invite Payees)
SALPay Linking is an essential step in order to do a seamless disbursement through SALPay after processing payroll using Salarium. You can manually link an employee record to the employee's SALPay Account under Control Panel > SALPay Integration > ...
Troubleshooting Failed Employee Activation
Employee activation can be done via Control Panel or via Employee 201 File. Activating employees in Salarium triggers a Verification Email sent to employees' entered email address by the Admin. If the employee does not receive a Verification Email, ...
Change User Role Assigned to a User
To update a user role assigned to an existing user: 1. From the Top Navigation, go to the User Menu > Control Panel > Users. 2. Locate the user you would like to update from the User List 3. Click on the ...
Assign Role Upon Adding A New User
Assign Role Upon Adding A New User To assign a role upon adding a new user: 1. From the Top Navigation, go to the User Menu > Control Panel > Users. 2. Click on Add New User. 3. Select a User Role from the dropdown options. ...
Create New User Role
This feature is available if there is a need to create a new custom role with permissions different from the system-defined roles identified in the table above. Creating a role involves the setting of permission that defines a user’s system access. ...
What is RBAC?
What is Role-based Access Control? Role-Based Access Control (RBAC) is a feature that restricts system access among its users. Each role is defined by sets of permission that grants access to authorized users. This ensures users can only access ...
Invite Payees via Salarium
Salaries of employees can be received in different ways, and one of them is through SALPay. In order for the employees to get paid through SALPay, the company must take note of the following: The company must have an active SALPay for Business ...
View SALPay Account Details
View SALPay Account Details To view linked SALPay Account details: From the top Navigation, click the User Menu > Control Panel > SALPay Integration You will see all companies with linked and unlinked SALPay accounts. View Details button is an ...
Link SALPay Corporate Account
Linking your company's SALPay Corporate Account to a company under your Salarium account is an important step to seamlessly disburse salary to your employees' SALPay Wallet. Once SALPay is integrated into a company, you should be able to execute the ...
Edit User Details
User Details that can be edited include Name, User Type, Email Address, Email Address, and company/ies assigned to. To edit User Details: From the top Navigation, click the User Menu > Control Panel > Users. Locate the user that you would like to ...
View User List and Details
To view the User List: From the top Navigation, click the User Menu > Control Panel > Users. From this page, you can already find the User List displaying an overview of the following: User Name User Type Company assigned to as employee Admin of [X] ...
Link an Employee Record to a User with an Admin Access
Linking of employee records happens when a user was initially added to the system as an Account Owner that is eventually assigned as an employee. Using the same email address, a non-employee user can be both an Admin and an Employee after creating an ...
Resend Verification Email
Resending the verification happens when the user was not able to verify account within 30 days. A user can log in to his/her Salarium account once account verification has been done. To send/resend the verification email: From the Top Navigation, ...
Deactivate User from the Control Panel
Deactivating a user does not mean that the license will not be included in the billing. To avoid getting billed for an inactive user with an assigned license, make sure you unassign the license from the User page then deduct the license from the ...
Activate User
Activating a user will trigger an email for the employee to verify the Salarium Employee Self-Service account. Users with Active status can access Salarium after going through verification. In terms of payroll, an employee will still be included in ...
Add Users
Added users from this page are usually Account Owner, Super Admin, or Admin without employee records. Usually, these users are administrators that are not considered employees of a company. If a user is an employee who is supposed to be given access ...
Delete Companies
A company can be deleted from the list as long as there are no existing users added to it yet. A fully set up company with uploaded users or employees cannot be deleted from the list. To delete a company: From the Top Navigation, click the User Menu ...
View and Edit Company Details
View and Edit Company Details To edit the Company Details: From the Top Navigation, head to User Menu > Control Panel > Companies. Click the Edit button across the Company name. Edit the chosen field. Click Update to save changes made.
Upload Company Logo
Upload Company Logo To upload a company logo: From the Top Navigation, click on Settings. Locate the Company Logo field, click Choose File. Choose the source of your logo and click on the file to upload > Click on Open Click on Open > Click on ...
Add Companies
Add Companies You can create multiple companies under one Salarium account. Adding multiple companies also allows you to configure each based on your company’s existing policies and requirements. To add a company: From the Top Navigation, click the ...
View and Download Receipts
View and Download Receipts To view and download receipts: From the Top Navigation, click the User Menu > select Control Panel > Subscriptions > Receipts Choose from the list of payment receipts to view or download.
Reactivate Suspended Account
Account Suspension An account is automatically suspended after the invoice due date for any unsettled account balance. To reactivate a suspended account: Log in to the Salarium account > page is routed to the Subscription page. Click “Pay” to pay the ...
Invoice Notifications
Salarium has an automated invoice notification setup which allows a client a 15-day payment grace period after the billing cycle. Billing notifications are received in this order: Notifications Sample Dates Current billing cycle June 9 - July 8 ...
Edit Billing Information
Billing Information contains details about the primary Account Owner such as phone number, email address, and billing address. The provided information is used for invoice payment transactions. Monthly generated invoices and receipts are sent to the ...
View and Pay Invoice
View Invoice This tab contains the Billing Information and monthly generated invoice by Salarium. This is where invoice payment for availed subscription licenses for a certain billing cycle is viewed and settled. The billing cycle reflects the start ...
Deduct License
Deducting licenses is usually done when there are unused licenses available or inactive users. To avoid getting billed for an unused license, you may deduct it from the Subscriptions page under the License tab. To deduct licenses: From the User Menu, ...
Add License
Add License Each subscription license is assigned to a user. Make sure you have enough licenses before adding new users. Added licenses in the middle of a billing cycle also need to be settled real-time. To add licenses: 1. From the Dashboard, click ...
Switching to Paid Subscription
After the 30-day Free Trial, you will now enter the Paid Subscription. Confirming the Paid Subscription marks your Billing Start Date. Your account subscription will b for another 30 days and you will receive a system-generated invoice a day after ...
View Subscription Summary
View Subscription Summary (Setup Period) To view the subscription summary: From the Top Navigation, click the User Menu > Control Panel > Subscriptions. Locate the Subscription Summary within the Subscriptions. As an admin, you should be able to ...