Onboarding: admin walkthrough and first refresh check
Email thread Duddingston Payroll · cs
First refresh has landed. Callie proposes a session to check three or four employers and walk through admin settings. Euan agrees to Friday at 10:00 and prefers adding users in groups.
What was said
What this says
As at Fri 9 Oct 2026First refresh has landed. Callie proposes a session to check three or four employers and walk through admin settings. Euan agrees to Friday at 10:00 and prefers adding users in groups.
Ask: Callie wants Euan to check a few employers against B-Viz, learn the admin settings and agree who sets up the remaining 40 licensed users.
Customer view: Euan agrees, will send a mix of employers, and wants client managers added in groups so Lorna's team can get used to it.
Next: Callie will agree the groups on Friday and write a setup note so Euan can run things alone.
The thread
Updated 9 Oct 26Messages
Callie Brennan 19 Mar 2025 09:14Hi Euan, The first refresh has landed and the client records look right to me, but I would like you to check a few employers you know well before we call it done. Proposal for the next session, about an hour: - you pick three or four employers and we compare what B-Viz shows against what you expect - I walk you through the admin settings, so you can add users yourself - we agree who sets up the rest of the 40 licensed users What I need from your side is the list of employers beforehand. Would Friday morning work? Thanks, Callie
Euan Drummond 19 Mar 2025 10:59Callie, Friday morning is fine, any time before lunch. I will send the employers by tomorrow. I'll pick a mix, a couple of large ones and a small one with unusual pay dates. On the users, I think the client managers should be added in groups rather than all at once, so Lorna's team can get used to it. I would like to talk that through before deciding. Euan- Callie Brennan 19 Mar 2025 11:16Hi Euan, Good plan, adding users in groups is sensible and easy to do from the admin settings. We will agree the groups on Friday. Let's say 10:00. I'll write up a setup note afterwards so you have the steps in one place and can run things alone. Thanks, Callie