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- Internet Payroll Services for New Zealand organisations | Up | Home |
To begin processing a new payroll, go to the Open Payroll page, check or enter the details and press the Open button.
Read the the tip at the bottom of the page - this will tell you when payments must be made.
Once you have entered the details, press the 'Open a new Payroll' button. There may be a small delay while your standard timesheets are copied over into this new payroll, and then you will be taken to the Enter Timesheets screen.
Note that the best time to make any changes to people and their standard timesheets is before you open the payroll. For example, if you add a new deduction to a person's standard timesheet after opening the payroll it won't have been copied into their timesheet and you will have to add the details onto the person's timesheet for this payroll.
A payroll can be changed or deleted after it has been opened. (Additional options will appear on the page).
One-off, Special or Out-of-Cycle Payrolls may be run at any time after a payroll has been closed.
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To change Timesheets, select the person's name
Timesheet Entry is where you do most of the work
in iPayroll® - actually entering the details to pay
each person. Hopefully you have set up your
Standard Timesheets
so you are only entering the transactions that change each pay.
All of the timesheets in this payroll are displayed on this page.
From here you can quickly:-
<dtml-var standard_html_header>
<p>
After entering all of your payments on the Timesheet Entry page, you can print your payslips
and other reports from <a href='<dtml-var organisation_url>/payroll/pay_reports'>here</a>.
<p>
<div class=message>
<dtml-with sample_payroll>
<hr><dtml-var pay_reports><hr>
<div class="footer message">Sample Print Reports Page</div>
</dtml-with>
</div>
<p>
The <strong>Payroll Control report</strong> that is displayed is a useful overview
of your payroll.
You should check that the various totals on this report are as you would expect.
Many of the items listed in this report summarise other reports, and you can follow the links
within this report (and many others), to easily get at additional information. This is a good
time to explore, and you will discover that a lot of useful information is readily available.
<p>
There are also links to <strong>Print All Payslips</strong> and
<strong>View All Reports</strong>.
<p>
<h2>Historical Payslips</h2>
<p>
Old payslips are held with a person's Payroll History. To display or print an old payslip from a
prior pay period, see the person's
<dtml-with sample><dtml-with boss>
<a href='<dtml-var person_url>/pay_history/people/summary'
title='View Sample Payroll History'>Payroll History</a>.
</dtml-with></dtml-with>
<p>
<dtml-var payroll_subMenu>
<p>
<dtml-var standard_html_footer>
<dtml-var standard_html_header>
<p>
Go to the <a href='<dtml-var organisation_url>/payroll/confirm'>Confirmation Page</a>
when you are happy with your payroll and ready to make payment.
<p>
<div class=message>
<dtml-with sample_payroll>
<hr><dtml-var confirm><hr>
<div class="footer message">Sample Confirmation Page</div>
</dtml-with>
</div>
<p>
<strong>Note:</strong> When you try to go to the Confirmation Page, you may first be asked
to enter some additional information, for example the bank account or IRD number for your
organisation. You will not be able to confirm your payroll until we have
all of the information that we need to process your payroll.
<p>
Once you have reviewed the information on this page,
<strong>press the button at the bottom</strong> to confirm your payroll.
Another page will be displayed, so that you know that your payroll has been confirmed.
<p>
If you have selected the Direct Debit payment method, that's all you have to do. Otherwise you
will have to send the money to us or your people - the page will contain full details of what
you need to do.
<p>
<h3>Automatic Payrolls</h3>
<p>
If you have a small and simple payroll, you may wish to use our
<a href='<dtml-var organisation_url>/help/payroll/process/autopayroll'>Automatic Payroll</a>
facility. This allows your payroll to be processed for you every pay day - automatically.
<p>
<dtml-var payroll_subMenu>
<p>
<dtml-var standard_html_footer>
The Automatic Payroll
facility lets you authorise us to process your payrolls for you.
(Similar to setting up an "Automatic Payment" authority with a bank).
Note: Automatic Payrolls are only suitable for small organisations
where all staff are paid a standard salary every pay day, with no changes.
After activating Automatic Payroll, on the day that your payroll is usually transmitted to the bank,
a payroll will be automatically Opened and Confirmed for you.
Unless you cancel this payroll it will be debited from your bank account that afternoon
and your staff will be paid overnight.
You don't have to do anything at all when using automatic payrolls,
they are processed automatically according to the options on your
Automatic Payroll page.
To use Automatic Payroll your organisation must meet these requirements:-
Follow the instructions on your
Automatic Payroll page.
Note that Automatic Payroll will take effect from your next payroll. If you are processing a payroll
you will have to confirm it as usual, and your next payroll will be processed automatically.
Personal Details, Standard Timesheets and other changes can be changed as required and
the new information will be picked up in the next automatic payroll.
If a payroll is in the middle of being processed, you will have to cancel the payroll,
make the necessary changes and then Confirm the payroll yourself.
Payrolls will then be processed automatically from the next pay period.
Note that one-off changes, such as ad-hoc payments or new starts/final pays will either
require running a
one-off payroll
or cancelling and reconfirming the payroll as above.
Leave is always recorded on a person's timesheet, so leave must be recorded when the payroll
is being processed. Cancel the payroll,
make the necessary changes and then Confirm the payroll yourself.
After a payroll has been opened, you will usually proceed to Enter, Print and Confirm
the payroll.
However, sometimes it will be necessary to change the original payroll options...
To make these changes:-
Caution: If you press the Open a new Payroll button, your current
payroll, including any timesheets you have entered, will be deleted.
After a payroll has been banked, you may find that a person hasn't been paid.
Generally this is caused by:-
The bank will return the funds to your bank account. This can take several days.
You can advance
the person some money.
The bank will return the funds to our client account. This can take several days.
We will contact you when we receive the returned funds to establish what
you want us to do with the funds.
If the money appears to be missing, we can get our bank to trace the funds for you.
The bank charges a fee for this service, that we will pass onto you.
2. Enter Timesheets
x
Additional Information
1. Open
2. Enter
3. Print
4. Confirm
Automatic Payroll
Overview
Requirements
Set Up
Making Changes
Leave Recording
Changing an Open Payroll
Returned Funds
(Note, generally the system will pick up incorrect bank accounts,
but it is possible for one to slip through,
as the "check-digit" system used by the banks isn't foolproof).
If you do your Own Banking
If we do Your Banking
Bank Trace
- Internet Payroll Services for New Zealand organisations
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