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Payroll Help
Employee Setup
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    • Home
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    • General Setup
      • Managing Companies
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          • Who do I contact about my leave expiry?
      • Frequently Asked Questions
        • Why can’t I add a company?
        • Is there a quicker way to find employees on SimplePay?
        • Can I transfer a company to a different profile?
    • Payroll Setup
      • Company Setup
        • Split Pay for Custom Leave Types into Separate Accounts
        • Payslip Settings
        • Employer Details
        • Employer Filing Details
        • AutoPay Settings
        • Pay Frequencies
        • Beneficiaries
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        • Job Grades
        • Custom Items
        • Formulas
        • Templates
        • Basic Pay Settings
      • Employee Setup
        • Add Employees
        • Basic Info
        • Custom Employee Fields
        • Regular Hours
        • Take-On Balances
      • Frequently Asked Questions
        • How do I delete an employee?
        • How do I transfer employees from an old company to a new company?
        • Why can’t I capture take-on balances for an employee?
        • Can I use an employee identification number more than once?
    • Account Dashboard
    • Feature Labels
    • Payroll Processing
      • Payslip Basics
      • Entering Employee Hours
      • Notes
      • Pay Runs
      • Add a Payslip
      • System Items
        • Savings
        • Employer Loans
        • Provident Fund
        • Monthly Commission
        • Termination Leave Pay
        • Annual Bonus
        • Back Pay
      • Service Periods
        • Ending an Employee’s Service
        • IR56F
        • Payments on or after Termination
          • Paying Out Accumulated Leave
          • Termination Lump Sums
          • Severance Payment
          • Long Service Payment
          • Payment in Lieu of Notice
      • Additional Topics
        • Changing Payslip Dates
      • Frequently Asked Questions
        • How does the pro-rata calculation work?
        • Why can’t I finalise my payslip?
        • How do I roll over to next pay period or tax year?
        • Why can’t I remove an Employer Loan from a payslip until the balance is settled?
        • My employee repaid their loan outside of payroll. How do I record this so that I can remove the Employer Loan?
        • Why can’t I remove Savings from the payslip until the balance is paid out?
        • I paid out my employee's savings outside of payroll. How do I indicate this on SimplePay so that I can remove the Savings item?
    • Payroll Concepts
      • Statutory Deductions and Contributions
        • Mandatory Provident Fund (MPF)
      • Pay-Related Calculations
        • Salary Calculations
        • Leave Pay
        • Average Daily Wage
      • Payslip Components
      • Frequently Asked Questions
        • Can a custom Average Daily Wage be entered?
    • Bulk Actions
      • Employee Actions (Bulk Terminations)
      • Bulk Finalise and Review Payslips
      • Excel Import for Employee Details
      • Excel Import for Take-On Balances
      • Bulk Add Once-off Payslips
      • Custom Bulk Inputs
      • Bulk Inputs
      • Frequently Asked Questions
        • Why can’t I select the date I want for bulk payslip inputs?
      • Bulk Leave Management
      • Capturing Leave in Bulk via Excel Imports
    • Filing and Processes
      • Monthly Submissions
      • Annual Employer’s Returns
      • Frequently Asked Questions
        • If I sign up with SimplePay after the start of the tax year, can I still use it for my Employer’s Return?
    • Reports
      • Employee Basic Info
      • Leave and Leave Days Report
      • Leave Requests
      • Transaction History Report
      • Variance Report
      • Leave Expiry Report
      • Balances – Loans and Savings
      • Leave Liabilities
      • Payslips
      • Termination Certificates
    • Security
      • 2-Factor Authentication
      • Automatic Logout Settings
      • Support Access
    • Accounting
      • QuickBooks Online
      • Xero
      • Advanced Options
        • Accounting Splits
        • Using Xero Tracking Categories
        • Integrating Accounting Splits
        • Posting to Separate Entities
      • Troubleshooting Common Xero Errors
      • Frequently Asked Questions
        • Why should I re-authenticate my connection?
        • Why has my employee’s information been posted to the wrong account?
        • Can I setup accounting splits and use Xero tracking categories?
        • Do I need 2-Factor Authentication to use the Xero Integration?
    • Time and Attendance
      • Clocking Imports
      • Generic CSV Clocking File Specification
    • Self-Service Admin
      • General Setup
        • Enabling Self-Service
        • Self-Service General Settings
      • Requests
        • Leave Requests
        • Info Update Requests
        • Claim Requests
        • Approval Structure Setup
        • Actioning Employee Requests
        • Approval Override
      • Email Payslips
      • Email Tax Certificates
      • Frequently Asked Questions
        • Can I enable Self-Service for all my employees automatically?
    • Employee Self-Service
      • Payslips
      • Tax Certificates
      • Requests
        • Info Update Requests
        • Leave Requests
          • Upload Supporting Documents to Leave Requests
        • Claim Requests
    • Archives
    • Troubleshooting
      • I am having trouble logging in
      • I see incorrect / incomplete / no information when logging in
      • I am not receiving SimplePay emails
      • I am having trouble with a bulk upload
    • Other Frequently Asked Questions
      • How do I download SimplePay?
      • How do I back up my information?
      • Is there a SimplePay app?
      • Does SimplePay have a blog?
      • Can you integrate with other systems?
      • Do I have a contract or agreement with SimplePay?
      • Is my data safe with SimplePay?
      • Does SimplePay have a sandbox for testing the API?
      • How do I delete/close my account?
      • How much space does SimplePay make available to me?
    • Leave Management
      • Leave Types and Entitlements
        • Annual Leave
        • Sick Leave
        • Maternity Leave
        • Paternity Leave
      • Custom Leave Types
      • Company-Wide Leave Settings
      • Employee-Specific Leave Management
      • Active Entitlement Policies (company defaults)
      • Leave Take-On Balances
      • Recording Leave
      • Leave Adjustments
      • Deleting Leave
      • Leave on Any Day
    • Billing
      • Switching to Paid
      • Billing Details
      • Billing Method
      • View Statements or Invoices
      • Freeze Warnings, Freezes and Unfreezing Your Account

    Employee Setup

    The following articles deal with the various aspects of getting your employees set up on SimplePay:

    • Add Employees
    • Basic Info
    • Custom Employee Fields
    • Regular Hours
    • Take-On Balances
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