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Getting Started
General Setup
Managing Companies
Managing Users
Add Users
Add API Users
Edit Users
Remove Users
Roles
Edit Roles
Restricted Access
Multiple Users per Email
Reminders
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
Pay Points
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?
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
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?
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
Transaction History Report
Variance Report
Leave Expiry Report
Balances – Loans and Savings
Leave Liabilities
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
Employee Claim Requests
Approval Structure Setup
Actioning Employee Requests
Approval Override
Email Payslips
Email Tax Certificates
Employee Self-Service
Payslips
Tax Certificates
Requests
Info Update Requests
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
Support
Blog
SimplePay
General Setup
This section deals with the following aspects of general SimplePay setup:
Table of contents
Managing Companies
Managing Users
Reminders
Frequently Asked Questions
