Dashboard

Payroll group

Group

Set the working payroll group for all screens.

Health

Quick Actions

Uses your signed-in tenant. If you see 0 items, you may be on the wrong tenant or week.

Employees

Sync from ATSCRM

Active only Search

Sync writes employees + assignments into Payroll DB using ATS placements/payees.

List

Total: 0 Search Source

ID	Name	Email	Type	Hourly	Tax	Dept

Page 0 of 0 Rows

Name

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Employee ID

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Email

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Department

-

Start date

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End date

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Date of birth

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Type

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Tax code

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Hourly rate

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Base annual

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IRD number

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Bank account

-

YTD totals (tax year)

From

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To

-

Periods

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Gross

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PAYE

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ACC

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Student loan

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KiwiSaver (emp)

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KiwiSaver (er)

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ESCT

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Net

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Leave balances (money)

Category	Balance	Hours	Accrued	Paid	Adjusted

Last run

Run ID

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Period

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Status

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Gross

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Net

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Click an employee row (Payroll DB) to edit.

Employee ID Type Tax code IRD number Start date End date Date of birth Special tax rate % Tailored tax rate % (STC) Tailored tax start Tailored tax end SL special rate % SL special threshold applies SL special start SL special end SL compulsory extra % SL compulsory remaining SL borrower extra % SL borrower extra amount Child support amount Child support frequency Child support start Child support end Child support reference Public holiday region KiwiSaver (employee %) KiwiSaver (employer %) Holiday pay method Holiday pay % Contractor withholding % Contractor activity code GST registered GST number

Set a termination date to trigger final pay (annual leave payout) in the matching run.

Last working date Extra payment end date Reason Comment

Timesheets

Sync from ATSCRM

From To Confirmed only Unexported only Company ID Site ID Candidate ID

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List (Payroll DB)

Status

Week	External Ref	Employee	Hours	Lines	Paid

Pay Run

Preview

Start End Frequency

Run

Name	Employee	Hours	OT Hours	Gross	Extra	PAYE	ACC	SL	SL Extra	CS	WHT	GST	Net	Payslip
Totals

Export to ATSCRM

Dry run

Export calls ATS `mark-exported` and marks local timesheets as paid.

Payday filing (draft)

Payday date

Export uses the locked run snapshot. myIR submit is not implemented yet.

Payslips (SMTP)

Override email Dry run

Sends each employee a secure payslip link via SMTP. Requires the run to be locked.

IRD Filing

Payday filing dashboard

From To

Period	Payday	Status	Filed	Revoked	Employees	Actions

Employer Deduction Analysis

Month Year Half Breakdown by pay period

Employer monthly schedule (IR348)

Month Year

Employer deductions (IR345)

Month Year Half

Employment detail dashboard

Status

Employee	Start date	IRD number	Tax code	DOB	Submitted	Submitted by	Action

Users

Local users

Owner/admin only. Used for standalone (local) sign-in.

Email Password Role

Email	Role	Disabled	Last login

Sign in

Dashboard

Payroll group

Health

Quick Actions

Employees

Sync from ATSCRM

List

Employee summary

Payee settings

Termination

Timesheets

Sync from ATSCRM

List (Payroll DB)

Pay Run

Preview

Export to ATSCRM

Payday filing (draft)

Payslips (SMTP)

IRD Filing

Payday filing dashboard

Employer Deduction Analysis

Employer monthly schedule (IR348)

Employer deductions (IR345)

Employment detail dashboard

Users

Local users

Settings

Company payroll settings

Employer

Pay frequency

Payslip options

Payday filing

Annual leave

Public holidays

Sick leave

Bereavement leave

Overtime rules

Pay rates

Other options

Timesheets

myIR credentials

General ledger export

Bank payment schedule

Import and HR

Cost centres

Company file

Data import (stub)