Processes & supporting guides
Step-by-step guidance for payroll processes, employee and pay setup, integrations, corrections, troubleshooting, and other supporting tasks in SmoothPay
26 articles
Payroll preparation & processing
Guidance for preparing, processing, and managing employee pays in SmoothPay.
- Company setupThe essential company details and recommended settings to complete before you start processing payroll in SmoothPay.
- The pay processUnderstand the steps required to prepare, review, finalise, and complete a pay in SmoothPay.
- Template paysCreate, review, and manage standard pay entries that can be automatically loaded when an employee is selected to pay.
- Timesheet functionEnter employee work hours by day and automatically create the corresponding pay transactions in the Payrun screen.
Payroll outputs & integrations
Guidance for producing payroll outputs and connecting SmoothPay with accounting, and other external systems
Employee & pay setup
Guidance for creating employee records and configuring the settings, pay structures, and codes used to calculate employee pays.
- Creating employee recordsCreate a new employee record and complete the fundamental information required before processing the employee's pay.
- Salaries & Waged employeesUnderstand how to configure waged and salaried employees in SmoothPay, and when to use the available Wage type options.
- Piece workersSet up and process New Zealand piece workers, including production payments, paid rest breaks, Total Hours Worked, and automatic minimum-wage top-ups.
- Independent contractorsSet up and pay independent contractors in SmoothPay, including GST-registered contractors and the settings required for GST calculations.
- Setting up payments/recurring deductionsSet up recurring employee deductions from beginning to end, including the Agency, employee deduction settings, reducing balances, and payment through the Payrun.
- Creating Work codesCreate Work codes for different types of paid work and configure how their rate, multiplier, and payroll treatment should behave.
- Creating Allowance codesCreate Allowance codes for additional earnings and configure how SmoothPay calculates and treats those payments.
- Automatic overtimeConfigure SmoothPay to automatically convert qualifying Timesheet hours above an employee’s ordinary-time threshold into overtime.
- Automatic TOIL/RDOConfigure SmoothPay to automatically bank qualifying Timesheet hours as Time Off in Lieu (TOIL) or Rostered Days Off (RDO).
- Manual TOIL/RDOManually bank worked hours as Time Off in Lieu (TOIL) or Rostered Days Off (RDO) through the Payrun.
Available Import methods
Guidance for supported import methods
- Flexi-CSVImport pay transactions, create or update employee records, and manage agency payments using a CSV file.
- DeputyConnect SmoothPay to Deputy to import attendance and leave data, and add employee records between the two systems.
- Lauranka AMAImport attendance and leave transactions from a Lauranka AMA export file into SmoothPay.
- VivoTimeImport timeclock, commission and leave information from a VivoTime spreadsheet into SmoothPay.
- ZK TimeclockImport attendance records from a ZKTeco timeclock devices into SmoothPay.
- CS TimeClockImport a CS TimeClock CSV file into the current pay run.
- iBodyshopImport an iBodyshop XLSX file into the current pay run.
- Swept CSVImport a Swept CSV file into the current pay run.
- Bulk Pay Entry ManagementAdd or remove pay entries across the current pay run.