How to Set Up Employee | Personal Tab
Things to Know
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If video learning is your style, please click on video and start to learn Set up Employee in Your Payroll (watch time 7' 05").
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If step by step instruction is your style, then keep scrolling down.
Make sure you have following before start:
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Employee's IRD Number;
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Employee's Contact Details, including: mobile phone number and email;
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Employee's Photo ID (Passport or NZ driver licence);
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Tax Code Declaration Form: IR330 (For employee) ; IR330C (For contractor) ;
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Student Loan Letter from IRD (if available).
![](/media/1745/11.png?anchor=center&mode=crop&width=1200&height=600&rnd=131927986330000000)
Get Started
First, go to employee page, then click “Create Your First Employee” button.
![](/media/1746/12.png?center=0.21068249258160238,0.415&mode=crop&width=1200&height=600&rnd=131927991220000000)
Step 2
If you already have employees in the system,
click “New Employee” button to add new employees.
![](/media/1747/2.png?anchor=center&mode=crop&width=1200&height=600&rnd=131927986330000000)
Step 3
Then input employee's basic information.
![](/media/1748/3.png?anchor=center&mode=crop&width=1200&height=600&rnd=131927986330000000)
Step 4
The “Start Date” is the day when the employee started to work for you.
![](/media/1750/5.png?anchor=center&mode=crop&width=1200&height=600&rnd=131927986340000000)
Step 5
It is recommended to input employee’s job title.
It will show in the payslips.
![](/media/1751/6.png?center=0.68860759493670887,0.55666666666666664&mode=crop&width=1200&height=600&rnd=131927991330000000)
Step 6
Select "Employment Type".
NOTE: This comes from your employment agreement. If you are not sure about this, consult with your employment lawyer.
![](/media/1752/7.png?center=0.68716577540106949,0.47833333333333333&mode=crop&width=1200&height=600&rnd=131927991370000000)
Step 7
Choose salary rate type, it can be either:
a) Hourly Rate, or;
b) Annual Salary.
NOTE: If you are not sure, please check your employment contract.
![](/media/1753/8.png?center=0.74692874692874689,0.485&mode=crop&width=1200&height=600&rnd=131927991410000000)
Step 8
If it’s hourly rate, input the rate and average working hours per week.
NOTE: If you are not sure, please check your employment contract.
You can always change it later.
![](/media/1754/9.png?center=0.66329113924050631,0.47&mode=crop&width=1200&height=600&rnd=131927991460000000)
Step 9
If it’s annual salary, input the salary amount without KiwiSaver, and average working hours per week.
![](/media/1755/10.png?center=0.33333333333333331,0.605&mode=crop&width=1200&height=600&rnd=131927991510000000)
Step 10
Please also input:
a) Their mobile and email address (Your employee will receive payslips via this email);
b) The bank account that your employee receives the salaries.
![](/media/1756/11.png?center=0.6271186440677966,0.73666666666666669&mode=crop&width=1200&height=600&rnd=131927991550000000)