Documents

Setting Crew Mandatory Documents Visibility for Payroll Providers

Open on YouTube

Control which crew mandatory documents are visible to the payroll provider. Use this to expose only the documents a payroll provider needs while keeping everything else private.

Set document visibility for payroll providers

  1. Open Documents

    Click the Modules menu and select Documents.

    Open the Modules menu and select Documents
    Open the Modules menu and select Documents
  2. Open Crew Mandatory Documents

    On the blue ribbon, click Administration then select Crew Mandatory Documents.

    Administration → Crew Mandatory Documents
    Administration → Crew Mandatory Documents
  3. View a document

    Click the View Details icon next to the document title.

    Click the View icon next to a document
    Click the View icon next to a document
  4. Edit

    Click Edit in the top-right corner.

    Click Edit in the top-right corner
    Click Edit in the top-right corner
  5. Make it visible

    Check the box for Visible to Payroll Provider.

    Check 'Visible to Payroll Provider'
    Check 'Visible to Payroll Provider'
  6. Submit

    Click Submit to save your changes.

    Click Submit to save
    Click Submit to save

Common questions

How do I make a mandatory document visible to the payroll provider?
Open Modules → Documents, go to Administration → Crew Mandatory Documents, click View Details on the document, click Edit, check Visible to Payroll Provider, and Submit.
Why control document visibility?
So you expose only the documents a payroll provider needs while keeping everything else private.
Where is the visibility setting?
On the Edit screen of a crew mandatory document, as the Visible to Payroll Provider checkbox.
Can I hide a document from the payroll provider again?
Yes — edit the document and uncheck Visible to Payroll Provider, then Submit.
Which documents does this apply to?
Crew mandatory documents managed under Administration → Crew Mandatory Documents in the Documents module.

Still stuck on this step?

Our payroll support team will pick it up as a Zendesk ticket and reply by email.

Create Ticket