Downloadable guides

We’ve put together a range of step-by-step downloadable guides that cover all the key things you need to know when using Smartly. Simple!

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Our guides

  • Running a pay
    Everything you need to know about sorting pays in Smartly. Download guide
  • Smartly mobile app
    A complete guide to using the Smartly mobile app. Download guide
  • Reporting guide
    Smartly’s everything-at-a-glance visibility makes reporting a breeze. Download guide
  • Managers portal guide
    A complete guide to using your managers portal. Download guide
  • Timesheet guide for payroll admins
    Ditch the paper timesheets and confidently track and manage your team's hours. Download guide
  • Labour costing
    Assign employee hours and more across accounts, departments and jobs. A complete guide to labour costing Download guide
  • Leave calendar
    See who's on leave, who's planning leave and when, all from our easy leave calendar view. Download guide
  • Public holiday guide
    Public holidays can add complexity to payroll, to help you we've put a guide covering common scenarios. Download guide
  • Xero integration guide
    A complete guide to setting up and using our Xero integration feature in Smartly. Download guide
  • Te Kohanga Reo pay reviews guide
    A guide to submitting pay reviews for your kaimahi. Download guide
  • Te Kohanga Reo guide to file storage and employment details
    A guide on storing all your kaimahi files in one secure place, and how to update their employment details. Download guide
  • Multi-site view guide
    An overview on how to easily manage multiple companies with one login. Download guide
  • Christmas payroll guide
    A handy guide to help you sort your pays this Christmas season. Download guide

New navigation downloadable guides

  • Running a pay (New navigation)
    Everything you need to know about sorting pays in Smartly. Download guide
  • Timesheet guide for payroll admins (New navigation)
    Ditch the paper timesheets and confidently track and manage your team's hours. Download guide
  • Labour costing (New navigation)
    Assign employee hours and more across accounts, departments and jobs. A complete guide to labour costing Download guide
  • Leave calendar (New navigation)
    See who's on leave, who's planning leave and when, all from our easy leave calendar view. Download guide
  • Public holiday guide (New navigation)
    Public holidays can add complexity to payroll, to help you we've put a guide covering common scenarios. Download guide
  • Xero integration guide (New navigation)
    A complete guide to setting up and using our Xero integration feature in Smartly. Download guide
  • Work hub guide
    Manage your team with ease with your work hub. Download guide
  • Personal hub guide
    A guide to your personal hub where you can update your information, and access assigned tasks and documents. Download guide
  • People management guide
    A guide to managing your employees' details and documentations, as well as your administrative tasks. Download guide
  • Reporting guide (New navigation)
    Smartly’s everything-at-a-glance visibility makes reporting a breeze. Download guide

Help Centre

Our help centre includes all of our easy-to-follow guides, demo videos, and step by step instructions for over a hundred Smartly payroll topics, with more being added weekly! If you have any further questions, you’ll most likely find the answers there.

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Contact us

If it’s a trickier query, give us a call on 0800 10 10 38 or hit the get in touch button below. We love helping you make the complex simple. 

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