Connecting Alice and ProLiant

Overview

1. Set up Alice as an Admin — Create Alice's user account with the correct permissions
2. Add the Deduction Codes — Add the four required parking and transit codes

Part 1: Set Up Alice as an Admin

Use the following credentials when creating Alice's account:

• First Name: Alice
• Last Name: Financial
• Email: alice@thisisalice.com
• Phone: 917-336-9115
• Password: Alice user1!

Steps:

1. Log in to ProLiant, click the Gear in the top right corner, go to User Administration, and Administrator Access

   

   

2. Click Add.
3. Role Type: Skip ESS (Employee Self-Service) — that's for employee password resets and is not needed.
4. Security Role: Administrator

5. Company: Select the relevant company/paygroup(s) for this client. If they have multiple companies in ProLiant, select all that apply.

   Note: If additional companies are added later, you'll need to return and grant Alice access to each new one.

   Fill in the following user details:

   • First Name: Alice
   • Last Name: Financial
   • Password: Alice user1!
   • Cell Phone: 917-336-9115

   • Email: alice@thisisalice.com

     Click Save, then work through the permissions screens:

   • Payroll schema (payroll codes) — keep enabled
   • Reports — keep enabled (required)
   • Benefits — keep enabled (needed for benefit codes)
   • Hide bank information — yes, hide it
   • SSN / pay rate — keep visible (needed for eligibility)
   • HR — leave as-is for now; head of payroll can review and trim if needed
   • No custom role needed
6. Under Available Companies, confirm the correct company is checked, then click Save.

Part 2: Add the Deduction Codes

Navigate to the Deduction Codes screen:

1. Click the Settings gear icon in the top right corner.

   

2. In the left-hand menu, go to Payroll → Deductions → Codes.

   

3. Click Add New and enter the settings for each code below. Repeat for all four codes.

Once all four codes have been added, the Codes list should look like this:

PRKAD — Parking Addition

• Code: PRKAD
• Description: Parking Addition
• Type: Add - Add
• Show on Check: Y - Yes
• Calc Code: Flat
• Checkboxes: Auto Drop, Partial Drop, and Active should be checked — all others unchecked
• Taxability, Override Setup, and Other Options: Leave as-is

TRAAD — Transit Addition

• Code: TRAAD
• Description: Transit Addition
• Type: Add - Add
• Show on Check: Y - Yes
• Calc Code: Flat
• Checkboxes: Auto Drop, Partial Drop, and Active should be checked — all others unchecked
• Taxability, Override Setup, and Other Options: Leave as-is

PTPRK — Pretax Parking

• Code: PTPRK
• Description: Pretax Parking
• Type: 125 - 125
• Show on Check: Y - Yes
• Calc Code: Flat
• Checkboxes: Auto Drop, Partial Drop, and Active should be checked — all others unchecked
• Taxability, Override Setup, and Other Options: Leave as-is

PTTRA — Pretax Transit

• Code: PTTRA
• Description: Pretax Transit
• Type: 125 - 125
• Show on Check: Y - Yes
• Calc Code: Flat
• Checkboxes: Auto Drop, Partial Drop, and Active should be checked — all others unchecked
• Taxability, Override Setup, and Other Options: Leave as-is