The information on this help site covers the use of the payroll system as well as the legal aspects of payroll. When you are logged into the system, you will be pointed to help topics that are relevant to the function you are using.

You can also browse or search the help site from here.

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
• ▶ 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
• Payslip Settings
• Split Pay for Custom Leave Types into Separate Accounts
• 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?

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 do I roll over to next pay period or tax year?
• How does the pro-rata calculation work?
• Why can’t I finalise my payslip?

Payroll Concepts

• Payslip Components
• ▶ Pay-Related Calculations
• Average Daily Wage
• Salary Calculations
• Leave Pay
• ▶ Statutory Deductions and Contributions
• Mandatory Provident Fund (MPF)
• ▶ Frequently Asked Questions
• Can a custom Average Daily Wage be entered?

Bulk Actions

• Bulk Finalise and Review Payslips
• Employee Actions (Bulk Terminations)
• 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?

Security

• 2-Factor Authentication
• Automatic Logout Settings
• Support Access

Reports

• Employee Basic Info
• Leave and Leave Days Report
• Transaction History Report
• Variance Report
• Leave Expiry Report
• Balances – Loans and Savings
• Leave Liabilities

Accounting

• QuickBooks Online
• Xero
• ▶ Advanced Options
• Accounting Splits
• Using Xero Tracking Categories
• Integrating Accounting Splits
• Posting to Separate Entities
• ▶ 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?

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
• Employee Claim Requests
• Info Update 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

Other Frequently Asked Questions

• How do I download SimplePay?
• How do I backup 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?

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

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
• Leave Take-On Balances
• Recording Leave
• Leave Adjustments
• Deleting Leave

Billing

• Switching to Paid
• Billing Details
• Billing Method
• View Statements or Invoices
• Freeze Warnings, Freezes and Unfreezing Your Account