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
• Add a Company
• ▶ Managing Users
• Add Users
• Edit Users
• Remove Users
• Roles
• Edit Roles
• Restricted Access
• Multiple Users per Email

Payroll Setup

• ▶ Company Setup
• Employer Details
• Employer Filing Details
• EFT Settings
• Payment Frequencies
• Pay Points
• Job Grades
• Custom Items
• Templates
• Basic Pay Settings
• Bargaining Councils
• ▶ Employee Setup
• Add Employees
• Employee Classification
• Basic Info
• Regular Hours
• Take-on Balances
• Skills and Equity
• ▶ Frequently Asked Questions
• How do I transfer employees from an old company to a new company?
• How do I delete an employee?
• Can I have weekly and monthly paid employees in one company?

Payroll Processing

• Payslip Basics
• Entering Employee Hours
• Add a Payslip
• Notes
• Payment Runs
• ▶ System Items
• Garnishee
• Loss of Income Policy Payout
• Travel Allowance
• Tax Directives – Other
• Employer Loans
• Subsistence Allowance
• Savings
• Retirement Funds
• ▶ Service Periods
• Ending an Employee’s Service
• Payments on or after Termination
• Recording Maternity Leave / Long-term Illness
• ▶ Additional Topics
• Annual Shutdown
• Changing Payslip Dates
• ▶ Frequently Asked Questions
• How do I capture daily paid employees?
• How does the pro-rata calculation work?
• How do I roll over to next pay period or tax year?

Payroll Concepts

• Payslip Components
• ▶ Pay-Related Calculations
• Salary Calculations
• Leave Pay
• ▶ Statutory Deductions and Contributions
• Employees’ Tax (PAYE)
• Unemployment Insurance Fund (UIF)
• Skills Development Levy (SDL)
• Employment Tax Incentive (ETI)
• Independent Contractors
• Non-Standard Employment
• Tax Directives – Termination
• Deemed Remuneration
• ▶ Frequently Asked Questions
• Why is the tax on the payslip not what I was expecting?
• Why is tax calculated for 12 months if the employee has only been employed for a few months?
• Why are the UIF and SDL amounts on the payslip different?
• Why is there Annual Leave Pay Extra on my payslips?

Bulk Actions

• Excel Import for Employee Details
• Excel Import for Take-on Balances
• Bulk Inputs

Filing and Processes

• Monthly Submissions
• Bi-Annual Filing
• Guide to Bi-Annual Employer Reconciliation
• OID (Workman’s Comp) Return of Earnings
• ▶ Frequently Asked Questions
• If I sign up with SimplePay after the start of the tax year, can I still use it for my Bi-Annual Filing?

Reports

• Employee Basic Info
• ETI
• Leave Report
• Transaction History Report
• Variance Report
• Balances – Loans, Savings and Garnishees
• Leave Liabilities

Integrations

• ▶ Accounting
• QuickBooks Online
• Xero
• Accounting for ETI
• Advanced Options
• ▶ Time and Attendance
• Clocking Imports
• Generic CSV Clocking File Specification
• Notes on Clocking Import Mappings

Leave Management

• ▶ Leave Types and Entitlements
• Annual Leave
• Sick Leave
• Compassionate (Family Responsibility) Leave
• Maternity Leave
• Unpaid Leave
• Custom Leave Types
• Company-Wide Leave Settings
• Employee-Specific Leave Management
• Entitlement Policy Effective Dates
• Leave Take-On Balances
• Recording Leave
• Leave Adjustments

Self-Service Admin

• Email Payslips
• ▶ Employee Requests
• Actioning Employee Requests
• Approval Structure Setup

Employee Self-Service

• Payslips
• Leave Requests
• Info Update Requests

Billing

• Switching to Paid
• Billing Details
• Billing Method

Archives

• Leave Version 1 (Old Leave System)

Troubleshooting

• I am having trouble logging in
• I do not see my payslip(s) when logging in
• I see incorrect / incomplete / no information when logging in
• I am not receiving SimplePay emails
• I am unable to action leave requests
• I am having trouble with a bulk upload