Silvertrek Processing Access for New Payroll Customers

For new Silvertrek Payroll clients, three separate accounts are typically required to ensure optimal payroll processing. This includes one AVD account created through the Cascade Portal and two accounts created in Vista, which are then migrated to Trimble.

• Vista with Trimble:
  • Payroll Processing Account (Payroll Scribe)
  • Tax Filing and Reconciliation Account (Payroll Keeper)
• AVD:
  • Account for SQL/Report Development and Installation

Instructions for creating the AVD account can be found here.

To create the two payroll processing Trimble accounts:

1. In Vista, open VA User Profileand create two new users with the following details:
   • User 1:
     • Username: Payroll Scribe
     • Email: payrollscribe@silvertreksystems.com
   • User 2:
     • Username: Payroll Keeper
     • Email: payrollkeeper@silvertreksystems.com
2. If prompted to set passwords, proceed as instructed; however, these credentials do not need to be shared with Silvertrek.
3. In the Permissions section of each user profile, check the box labeled “Display Earnings Rates in PR Timecard Entry.” This setting is required for payroll processing.
4. After creating both accounts, open the Tools tab and select “Viewpoint One User Migration” at the bottom of the dropdown.
   • If you are unsure which Trimble ID has administrative access for your company, contact Viewpoint Support to obtain the proper credentials.
5. Select both new payroll accounts and click “Migrate Users.”
6. Assign the appropriate Vista permissions for both users:
   • Below is a comprehensive list of programs and reports required for the Keeper and Scribe accounts. The Scribe account should have identical access to the Keeper account, except for the following: CM Accounts, JC Liability Template, and JC Departments.
     • All HR-related modules
     • AP Vendor Drilldown (Report)
     • AP GL Reconciliation (Report)
     • HQ Batch Control (Program)
     • HQ Frequency Codes (Program)
     • HQ Audit Detail (Report)
     • AP Transaction Entry (Program)
     • AP Payment Workfile (Program)
     • AP Payment History (Program)
     • AP Void Payments (Report access only is sufficient)
     • CM Accounts (Program) – primarily to verify bank details
     • GL Trial Balance Drilldown (Report)
     • JC Jobs (Program)
     • JC Liability Template (Program)
     • JC Departments (Program)
     • JC Fixed Rate Template (Program)
     • VA Audit Log Viewer (Program)
     • VA Attachment Security – Permission required to email pay stub attachments to employees
   • If Silvertrek requires access to any additional modules, we will coordinate with your company’s designated payroll liaison.
   • User permissions can be assigned in both VA Form Security and VA Report Security.