Understanding Your Lano Payroll Provider Account

Payroll Provider Accounts let you and your team manage every step of payroll, from onboarding through cycle processing and approval, in a single interface.

Key benefits:

• No external exchange of data

• Centralized employee and salary data across your entities

• Real-time notifications at each cycle stage

• Seamless handoff between your team and Lano reviewers

After logging in, the Dashboard displays three key areas:

Employee Cards (current status across all entities):

• Active Staff: number of employees currently active.

• Joiners: employees in onboarding status.

• Leavers: employees in offboarding status.

My Tasks: actionable items per cycle, including:

• Downloading reports.

• Uploading files.

• Resolving issues.

Entities List: shows the client’s connected legal entities.

Payroll cycles are organized into Active and Completed tabs for easier navigation. Each cycle displays:

• Period

• Type

• Client entity

• Status

• Cut-off date

• Net pay date

For each cycle, you can download either a draft report or a complete cycle report by using the ellipsis menu at the end of the row and selecting the desired option. Click any row to view detailed cycle information and manage payroll actions. To dive deeper into how payroll cycles work, including reviewing details, approvals, and best practices for managing them, see our Processing payroll with Lano article.

Use the Files menu to share client files that are not directly related to payroll.

To upload a file:

1. Navigate to the Files menu.

2. Click Upload & Share.

   

3. Drag and drop or select the required file.

4. Choose a file category:

   • Client entity

   • Compliance & legal

   • Onboarding

   • Payroll

   • Team members

5. Select the related client. If the client is not yet onboarded, or the file relates to a prospect, select Prospect at the bottom of the list.

6. (Optional) Add a comment to provide context about the file.

7. Click Upload & Share.

Once uploaded, the file appears in the list.

You can:

• Click a row to view details

• Use the Download button

• Search by file name or filter by client entity or category to quickly find files

When you add a new team member:

1. Go to My team and click Add user.

   

2. Click Add user and enter the user’s name and email address.

   

3. The new user receives an invitation link to register their account.

4. Upon registration, they set their password and complete onboarding.

For each new client you will be asked to set up Urgent Changes Notifications.

The setup flow includes:

1. Set up notifications screen lists events to receive instant email alerts for:

   • Payroll data approved

   • New employee added

   • Upcoming offboarding reported

   • Sick leave reported

2. You select the desired notifications and clicks Save & Finish.

3. A confirmation screen appears, stating “Notifications have been set up.”