There are three levels of navigation in the Heartland Payroll system.
- Section: Along the side, Dashboard, Client, Employees, Payroll, and Reports.
- Menu: Left-hand navigation options change based on the section.
- Tabs: Appear after a menu item is selected. Tabs are specific to each menu item; not all menu options contain tabs.
💡 The Client section will only be visible to those with access to more than one payroll account or those who have the HR product.
Select a Section to navigate to that area of the payroll system.
Default Sections: Dashboard, Employees, Payroll, and Reports.
Additional Sections: Client and HR Solutions (based on your selected Payroll Services).
Once a Section has been selected, the left-hand navigation Menu will appear.
Once the Menu option is selected, additional Tabs may appear to bring closely related information together for easy navigation.
In the Payroll Section, the Menu provides the Tabs to process payroll.
💡 The blue buttons guide you to the next menu option to process your payroll, or you can select from the menu on the left.