Silvertrek Payroll Processing Access Setup

Silvertrek Payroll Processing Access Setup

SUMMARY of Requirements:

1. A payroll processing Vista user (Payroll Scribe). This is used for every step of regular payroll processing.
2. A tax filing and reconciliation Vista user (Payroll Keeper). This is a higher-level account used for monthly/quarterly filings and reconciliations, setup review, occasional payroll processing needs, and assisting payroll processors.
3. A developer/technical Vista user. This is used for installing and testing reports, customizations like buttons and custom fields, investigating payroll issues, and assisting payroll processors with technical issues.
4. An admin-level SQL user. This is used for exceptions detection and automated fixing, installing and updating reports, customizations like buttons and custom fields, and investigating payroll issues.
   • Note: The SQL user is a “User Application” type user, and thus it is not allowed to log into Vista and does not use one of your Vista licenses.
5. Viewpoint must enable Silvertrek technical access. As a security measure, you must request that Viewpoint whitelist Silvertrek’s IP Addresses 50.173.26.222 and 104.42.57.116 before Silvertrek can connect. Also, Viewpoint must grant the admin-level access to the SQL user.

Steps to create the accounts and grant the necessary access:

1. Add an account in VA User Profile. This is the Payroll Scribe (payroll processing user).
   1. User Name: payrollscribe
   2. User Type: Vista (this is the default)
   3. Full Name: Payroll Scribe
   4. Email Address: payrollscribe@silvertreksystems.com
   5. Is SSO Account: Yes
   6. Permissions set in VA User Profile
      • Display Earnings Rates in PR Timecard Entry
   7. Permissions set in VA Form Security
      • All PR programs
      • Batch Selection
      • AP programs, if Silvertrek handles AP originating from Payroll
        • AP Payment Workfile
        • AP Payment History
        • AP Transaction Entry
        • AP Void Payments
      • HR programs, if Vista HR is used
        • HR Resources
        • HR Resource Salary History
        • HR Update Benefits/Salary to PR
        • others as needed
      • HQ Batch Control
      • IM programs, if Silvertrek runs any imports during payroll
        • IM Batch ID
        • IM Import
        • IM Import Purge
        • IM Upload
        • IM Work Edit
      • JC programs
        • JC Contracts
        • JC Fixed Rate Template
        • JC Job Phases
        • JC Jobs
      • SM programs, if Vista SM is used
        • SM Work Orders
        • others as needed
   8. Permissions set in VA Report Security
      • All PR reports
      • AP reports, if Silvertrek handles AP originating from Payroll
        • AP Vendor Drilldown
        • AP GL Reconciliation
   9. Permissions set in VA Attachment Type Security
      • All PR attachment types, this is required for emailing out Pay Stubs
2. Add an account in VA User Profile. This is the Payroll Keeper (filings & reconciliations user).
   1. User Name: payrollkeeper
   2. User Type: Vista (this is the default)
   3. Full Name: Payroll Keeper
   4. Email Address: payrollkeeper@silvertreksystems.com
   5. Is SSO Account: Yes
   6. Permissions set in VA User Profile
      • Display Earnings Rates in PR Timecard Entry
   7. Permissions set in VA Form Security
      • All PR programs
      • Batch Selection
      • AP programs, if Silvertrek handles AP originating from Payroll
        • AP Payment Workfile
        • AP Payment History
        • AP Transaction Entry
        • AP Vendors
        • AP Void Payments
      • CM programs
        • CM Accounts
        • CM Clear Entries
      • EM programs
        • EM Departments
        • EM Equipment
      • HR programs, if Vista HR is used
        • HR Resources
        • HR Resource Salary History
        • HR Update Benefits/Salary to PR
        • others as needed
      • HQ Batch Control
      • IM programs
        • IM Batch ID
        • IM Import
        • IM Import Purge
        • IM Upload
        • IM Work Edit
      • JC programs
        • JC Contracts
        • JC Departments
        • JC Fixed Rate Template
        • JC Job Phases
        • JC Jobs
      • SM programs, if Vista SM is used
        • SM Work Orders
        • others as needed
      • VA Audit Log Viewer
   8. Permissions set in VA Report Security
      • All PR reports
      • AP reports, if Silvertrek handles AP originating from Payroll
        • AP Vendor Drilldown
        • AP GL Reconciliation
      • CM Checkbook
      • GL Trial Balance Drilldown
      • HQ Audit Detail
   9. Permissions set in VA Attachment Type Security
      • All PR attachment types, this is required for emailing out Pay Stubs
3. Add an account in VA User Profile. This is the Technical Vista User.
   1. User Name: silvertrek
   2. User Type: Vista (this is the default)
   3. Full Name: Silvertrek Systems
   4. Email Address: techservices@silvertrek.net
   5. Is SSO Account: Yes
   6. Permissions set in VA User Profile:
      • Menu Administrator
      • Form Administrator
      • Display Earnings Rates in PR Timecard Entry
      • View Application Logs
   7. On the Grant tab of VA User Profile:
      • Click "Grant Full Access".
      • Click "Grant DBO". If you get an error, or if you cannot click the button (button appears grayed out), create a Viewpoint support ticket to request your user to be granted DBO first.
4. Add an account in VA User Profile. This is the SQL-Only User.
   1. User Name: silvertrek.sql
   2. User Type: User Application
   3. Full Name: Silvertrek SQL
   4. Email Address: reports@silvertrek.net
   5. Rest of fields will be disabled (grayed out) because it is a User Application type user.
   6. Vista will immediately prompt you to set the password on the SQL user. Write down the password you choose, and share it with Silvertrek using a secure method, such as a phone call or https://onetimesecret.com .
5. Request Viewpoint to allow us access.
   1. Create a support ticket with Viewpoint, requesting that they whitelist the IP addresses 50.173.26.222 and 104.42.57.116 for SQL access. More info here: Enabling Silvertrek to Access Viewpoint Vista Cloud .
   2. Also, request that Viewpoint Support add the SQL-Only User "silvertrek.sql" to the server role "securityadmin".
   3. Provide the following access information to Silvertrek:
      • Vista Server URL (https://<code>-vrl.viewpointforcloud.com)
      • Database connection address (<code>-sql.viewpointdata.cloud,<port>)

Please reach out to your contact at Silvertrek for any questions or clarifications!