Before you start
If you have worked your way through the following guides you should have a good understanding of the fundamental layout and how to navigate SmoothPay:
<Introduction & Basic overview>
<Navigation & Fundamental layout>
<Standard buttons & Functionality>
If you haven't reviewed these guides yet, please complete those before going any further.
Additional resources
The following articles cover other features within the user interface. Feel free to review these later, as they are not required to complete your first pay process, but are still useful to understand.
<Search boxes>
<Filtering boxes>
<Internal PDF viewer>
Steps to getting started
Now that you understand SmoothPay’s basic layout and navigation, you can begin setting up your payroll and working towards your first completed pay process. Complete each section in order for the most efficient setup.
1. Company setup
This is where you enter your basic company information and establish some fundamental default settings that can reduce the need to manually configure the same information repeatedly.
<Settings screen overview>
<Company setup>
2. Checking and creating pay codes
Once you have completed the company setup, review the available pay codes and create or adjust any codes required for your payroll.
<Codes screen overview>
The default leave codes should already be configured for the minimum requirements in your jurisdiction. Review these settings and make any necessary adjustments before creating your employee records, particularly if your organisation provides leave entitlements above the minimum requirements.
<Configuring leave settings>
3. Creating employee records
Not everything within the software can be set by default, but after completing your company setup and reviewing and adjusting your pay codes, you should have most of what's possible defaulted to the right things, which should help you avoid some repetition when creating your employee records.
<Creating employee records>
4. Completing your first pay process
With all of the previous steps completed, you're now ready to complete your first pay process.
<The pay process>
You’re ready to go
Once you have completed your first pay process, your initial SmoothPay setup is complete.
You should now have:
entered your company details and established your default settings
reviewed and configured the pay codes required for your payroll
created your employee records
completed a pay process from beginning to end
From here, you can continue building your knowledge as different tasks arise by using the help centre to find information on specific topics.
Please remember that training and support are available at no additional cost. If you cannot find what you are looking for in the help centre, become stuck, or something simply feels awkward, please get in touch.
Email: [email protected]
Phone: +64 6 353 6462