We know that policies change and when they do, your agent instructions should too. You can edit any live instruction at any time and the change takes effect immediately.
Editing an instruction
Go to Agent Hub in the main navigation menu.
Select the Payroll Agent.
Find the instruction you want to update and click Edit.
Make your changes. Uou can update the wording, adjust the conditions, or change whether the agent approves, declines, or flags on a match.
Click Save to apply the change.
The updated instruction takes effect immediately for new payroll runs coming through.