Onboarding to Smartly

We know that moving from one payroll provider to another can seem a bit daunting. The most important thing to us is that your people are paid on time, accurately and in line with legislation.

Our team of dedicated onboarding specialists help you through the process of moving from your current payroll process to Smartly without any disruption to your payroll.

Pay your staff in four simple steps

Sign up
Complete our sign up form at signup.smartly.co.nz! We'll then get in touch to confirm when you'd like to run your first payroll and what we'll need from you before then.
Info collection
We'll need a bunch of information to get you set up. Your onboarding specialist will work with you to get what we need, and answer all your questions.
Set up your site
Our team will check and upload the information to your Smartly site. They'll also discuss any other requirements, like the mobile app, labour costing and Xero integration.
1:1 training
One of our trainers will organise an online training session tailored to your requirements. You’ll be shown how to run a pay, run reports, enter leave and more.

Get started with Smartly on the right foot

Getting an accurate leave history for your employees

To ensure Smartly has what it needs to calculate the leave rates, we require historic pay information for up to 53 weeks and leave balances owing for each employee. We will need this information for all employees who have leave balances. 

Our onboarding team will work with you to configure your employee leave data in the correct format, ready to import into your Smartly account. Depending on how many employees you have, this step in the onboarding stage can take a while to complete.

What we'll need from you

To make sure we calculate the correct leave balances for your staff and your payroll is compliant – we require 52 weeks of historical leave earnings. We’ll send you a pre-formatted spreadsheet for you to populate yourself, or we can provide expert assistance to extract your historical payroll data from your existing payroll provider.

Once we have all those details, we’ll use our Smartly Leave Calculation Tool to ensure your payroll is compliant with the Holiday Act 2004 and your staff are paid correctly.