Dashboard

Payroll group

Group

Set the working payroll group for all screens.

Health

Checking payroll services...

Quick Actions

Uses your current company and payroll week.

Employees

Sync from BOSS

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

-

Employee ID

-

Email

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Department

-

Start date

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End date

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Date of birth

-

Type

-

Tax code

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Hourly rate

-

Base annual

-

IRD number

-

Bank account

-

YTD totals (tax year)

From

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To

-

Periods

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Gross

-

PAYE

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ACC

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Student loan

-

KiwiSaver (emp)

-

KiwiSaver (er)

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ESCT

-

Net

-

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

-

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

Use draft until the termination is ready. Active terminations flow into final pay, and approved final-pay recoveries are applied in the matching run.

Status Last working date Extra payment end date Reason Comment Review notes

Recovery summary

No recovery items.

Money owed to employer

Timesheets

Sync from ATSCRM

From To Confirmed only Unexported only Refresh previously paid timesheets Company ID Site ID Candidate ID

List (Payroll DB)

Status

Week	External Ref	Employee	Hours	Lines	Paid

Pay Run

Preview

Start End Frequency

Run

Run name

Bank file format Bank payment date

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

Export to BOSS

Dry run

Sends the approved payroll status to BOSS and marks the local payroll records as paid.

Payday filing

Payday date

Filing uses the locked pay-run snapshot. Direct myIR filing will be available once the IRD gateway connection is enabled.

Send payslips

Override email Dry run

Sends each employee a secure payslip link from the connected BOSS Outlook payroll mailbox. Requires the run to be locked.

Reports

IRD Filing

Payday filing dashboard

From To

Period	Payday	Status	Filed	Revoked	Employees	Actions

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	Actions

Sign in

Dashboard

Payroll group

Health

Quick Actions

Employees

Sync from BOSS

List

Employee summary

Payee settings

Termination

Money owed to employer

Timesheets

Sync from ATSCRM

List (Payroll DB)

Pay Run

Preview

Export to BOSS

Payday filing

Send payslips

Reports

Payslip summary

Report preview

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