Generating Own Pay Stub/Invoice As Staff/User

By default, a user (trainee/staff) cannot generate their own pay stub/invoice. To allow them to create their own pay stub/invoice, you will want to check the "Generate Own Pay Stubs" or "Generate Own Invoices" row for the appropriate column box in the Permission Settings.

Staff permission settings with an arrow pointing to the Generate Own Pay Stubs setting

If a user wants to generate their own pay stub/invoice, they will navigate to "My Pay" and click on the "Pay Stubs" or "Invoices" tab. As a reminder, users will need to use the dashboard to generate their invoices on a browser, or mobile browser on their phone.

My Pay section of staff dashboard to generate pay stubs/invoices

When they click "Generate Invoice" or "Generate Pay Stub" they will see this screen:

Generate invoices screen for a user to generate their own invoice with option to email it to themselves

You'll notice what is missing is the payout options:

Generate invoices screen when admin generates invoices for their user with payout options highlighted

These will be automatically set based on the settings you have configured in Staff Settings under "Staff Pay Stub Defaults" or "User Invoice Defaults".

user invoice default settings with check box options found in staff settings in the general tab