Payroll Role Functions
Requires. Payroll with View to open a role function. Creating a function requires Payroll with Create. Editing, deleting, or inactivating an existing function requires the matching Modify or Delete grant.
A role function is one earning rule inside a payroll role. It defines what kind of payroll event can pay someone and which list method SecurityTrax uses to find the possible payee.
Examples include an install flat amount, a sales commission, a funding bonus, a referral payout, or a manager override. Each function can have one or more levels underneath it.
Function fields
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | Up to 255 characters | The label users see on payroll admin pages and reports. |
| Active | No | Checkbox | On or off | Inactive functions remain in history but should not be used for new setup. |
| Description | No | Text | Up to 255 characters | Short internal explanation of what the function pays for. |
| List Method | Yes | Select | Must be one of the active list methods available for the selected role | Controls which user or entity can be paid when this function runs. |
Payable+ automation
When Payable+ is enabled, the function shows Auto-generate on events. The available events are Customer is installed, Customer is funded, Customer tag is applied, Customer tag is removed, and Customer custom field is set.
For tag-triggered events, choose at least one Customer tags value. For custom-field-triggered events, choose at least one Customer custom fields value. Required value can be left blank to trigger on any saved value, or filled in to require an exact value.
The event only starts the attempt. Automatic generation currently supports functions whose pay-on object is the customer. Existing active payables for the same customer, function, and payee are skipped, and level rows can still skip creation when payee resolution, amount setup, or row filters do not pass.
Levels under a function
After saving the function, the page shows its levels. Use Add Level to create a tier under this function, or select an existing level to edit payable rows and assignments.
If a function has no levels, SecurityTrax has no tier to use for users assigned to that function.
Legacy-managed functions
Some older functions are managed by the SecurityTrax Team. When a function is legacy-managed, Payroll Admin shows a locked message instead of editable fields. Those functions cannot be edited, deleted, or converted from this screen.
Related
- Payroll Roles — select the role that owns the function.
- Payroll Levels — configure tiers and payable rows under the function.
- Payroll Examples — compare common function and payout patterns.
- Payable+ — advanced automation and calculation controls.