Watch our video instructions.
Employee Settings
Select "Employee Settings", then "Employee Details".
Creating a New Employee Record
Select "Set Up a New Employee", and then, under "General Details", you will need to enter, at a minimum, the employee's First Name, Last Name, and their commencement date. Once you are finished entering the employee's general details, select "Save".
A "New Employee Setup" menu will open to guide you through all other minimum requirements. Note: You will need their correct IRD Number and Tax Code to complete setup.
You will be prompted to add mandatory information as you go, including: Payment Method (their bank account number for direct credit), Default Working Hours, Pay Rate, and KiwiSaver.
A "New Employee Setup" menu will open to guide you through all other minimum requirements. Note: You will need their correct IRD Number and Tax Code to complete setup.
You will be prompted to add mandatory information as you go, including: Payment Method (their bank account number for direct credit), Default Working Hours, Pay Rate, and KiwiSaver.
TO EDIT AN EXISTING EMPLOYEE:
Select the fields you would like to edit under either "General Details", or "Other Details". Remember to select "Save" once you have updated a change.
Useful Links:
- IRD No & Tax Code
- Payment Method
- Entitlement Settings (Leave)
- Default Working Hours
- Default Pay Rate
- Overtime Pay Settings Per Employee
- Entitlement Details (Leave Given)
- Child Support Deduction
- KiwiSaver Deduction
- Regular Allowances (e.g., Mileage, Health Insurance, Meals or Clothing, etc)
- Regular Deductions (e.g., Social Club Fees, Court Fines, Christmas Club, etc)
- Arrears Payment Deduction (e.g., to pay tax)
- Payroll Giving Deduction
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