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Screen shots - Employee Details - New, Departing & Other Changes

 

 

Looking for the tutorial for payday filing? if you are looking for the payday filing tutorial, click here.


The following pages demonstrate how to create the file required by IRD for new employees, departing employees, and other changes.

IMPORTANT: If you were using version 2.49 previously, you will notice that this has changed.

Previously, IRD required an Excel file containing the start date and/or termination date for new and departing employees.

This has since been replaced with a new file format (a "CSV" file) which makes things easier for you as the user. A CSV file is a text file with information separated by commas - Comma Separated Values. This new format contains the start and finish dates, but also other employee details including tax codes, and KiwiSaver information. This means the new format can be uploaded for changes such as KiwiSaver opt-out or opt-in etc.

If you have updated to version 2.50 (or higher), you will be using the new format, so please continue with the instructions on this page.

If you are still using version 2.49, you have two options:
1. You can still upload the Excel version as per the old tutorial (click here for the old tutorial)
or
2. You can update to version 2.50 from Payroll Pro now by selecting "Check for Updates online..."

 

Summary - Adding new employee(s):

From Payroll Pro:

  1. After you add any new employees: go to the Reports module in Payroll Pro.
  2. Click a button: click "New/Departing & Other Changes".
  3. Choose the date: The report will include any employees who started on or after this date (Payroll Pro will use the employee's Start Date).
  4. Click a button: You will just click a button that says "Click here to Create your File..."
  5. Click a button: Choose if you want to print a report - click Screen or Printer or No Report.
  6. Wait a second: Payroll Pro will take you straight to the IRD website.

 

At the IRD website:

  1. Login to your IRD account.
  2. Click a few buttons and links: My Business then Payroll > then File Transfer then File transfer employee details
  3. Click another button: Choose File
  4. Press CTRL+V: This is just a Windows shortcut for "Paste", and will insert the file name into the box without you having to locate the file.
  5. Click a button: You will now click Open
  6. Click a button: You will now click Next

 

Summary - Employee(s) leaving: This is basically the same as above.

From Payroll Pro:

  1. As usual, complete the payrun which includes the final pay(s): Process your pay as usual - enter pays, complete payslips and update totals.
  2. NOTE: If you have not done a final pay for any reason: Maybe the employee is casual, or has no final amount to be paid - just go to "Add & Edit Employees" and manually enter their termination date there.
  3. Click a button: go to the Reports module in Payroll Pro.
  4. Click a button: click "New/Departing & Other Changes."
  5. Choose the date: The report will include any employees who finished on or after this date (Payroll Pro will use the employee's Termination Date).
  6. Click a button: You will just click a button that says "Click here to Create your File..."
  7. Click a button: Choose if you want to print a report - click Screen or Printer or No Report.
  8. Wait a second: Payroll Pro will take you straight to the IRD website.


At the IRD website:

  1. Exactly the same as for adding new employees above.
  2. That's it!

 

That's it! See below for more information.

 

Instructions with screen shots:

The first few pages explain how to create the file in Payroll Pro - which is very easy!

 

Click one of the "Next Page" buttons to get started!

Every step is clearly explained.

 

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