1. Go to Company > User Access > Access & Registration. The Access & Registration screen defaults to the Configure Access tab. 
2. Go to the Custom Access tab and select + Add Custom Roles. The Create Custom Role window opens with the Define Roles menu.
3. The left side of the screen presents with a search box and the following pre-made roles available:
   • Company Administrator
   • Employee Administrator
   • HR Administrator
   • Manager
   • Payroll Administrator
   • Reporting Administrator
4. Select a pre-made role to show all the sub-roles included.
5. On the right side of the screen, there is a Sub-roles menu, where you can mark the check box next to the one(s) you want to assign to the selected user(s) to create a custom role.
6. Select Next. A new screen opens.
7. On the left, in the Role Details menu, you must complete these fields: 
   1. Name: The name must not be more than 50 characters, and it must be a unique name.
   2. Description: No more than 300 characters.
   3. Allow this role to be used across all clients in your company? is set to YES by default. Turn this option off if you do not want this role to be available across all clients.
   4. If the role is to be part of a workflow, select Should this role be available as an approver in workflows? and select As a Standalone role.
8. On the right you can check if everything is correct in the Role Summary menu.
9. Save.

Edit, update and copy custom roles

Previously, you had to manually recreate roles,  but the system has been updated to facilitate this process with the following options:

Here is how to edit existing custom roles:

1. Go to  the Custom Access tab.
2. Select the role you would like to edit.
3. Add or delete roles that align with the initial scope that was selected (@Everyone, @Direct Reports)
4. Update.

Why can't a user access the permissions that were granted?

Custom access can take a few minutes to sync to Paycor.  Log out and log back in to refresh the access roles. If it has been 15 minutes since the change was made and the access is not showing on the user's account, unassign and reassign access. If this does not resolve the issue, reach out to the Paycor Support Center for assistance.

Redundant and duplicate access roles can cause significant issues with functionality and access conflicts. To ensure proper access management, always verify existing roles before the administrator assigns additional ones. This helps minimize conflicts between roles and ensures seamless access functionality.