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Chapters
Getting started
Payslips
Managing your leave
Timesheets
Manager view

Smartly mobile app guide

A complete guide to using the Smartly mobile app.

Getting started

Logging in

Your username and password

When your employer sets you up on the Smartly app, you’ll get an email to set up your password. Your employer will need to let you know what your username is.

Downloading and logging in

You can download the Smartly app from the Apple or Google Play Stores. Supported mobile versions include:

  • iOS - 12, 13, 14 (latest production version). 
  • Android - 8, 9, 10, 11 (latest production version). 
Logging in 1
Logging in 2
Logging in 3

1. Once you’ve downloaded the app, enter your username and password.

2. The first time you log in to the mobile app, you’ll be prompted to create a PIN, so you don’t need to put in your username and password each time you want to use it.

Click Skip now to bypass this step.

3. If your mobile device is biometric compatible, once you’ve confirmed your PIN, a pop-up message will appear asking you if you want to enable biometrics. It will use whatever is set as the default on your device – face or fingerprint ID.

Resetting your PIN and password

Resetting your mobile PIN

If you ever forget your PIN, resetting it is easy! The Forgot PIN function will send you back to the main login screen. You will sign in again using your username and password before you are prompted to set up a new PIN.

 

Resetting your PIN 1
Resetting your PIN 2
Resetting your PIN 3

1. Tap Menu and a sidebar will appear.

2. Tap Forgot PIN and follow steps 1-3 above.

3. You can change your PIN at any time under Settings.

Resetting your password 

If you forget or want to change your password, tap on Forgot password to get an access code to reset it.

Your personal information

Your personal information is entered by your organisation’s payroll administrator, and you can easily view this at any time.

If you need to update your contact information, bank account or tax code, you will need to contact the person who manages your pay.

To view your personal information on the mobile app, follow the steps below:

1. Go to Menu.

2. Tap View account.

Personal info 1
Personal info 2

Payslips

Viewing your payslips

You can access your pay information at any time in Payslips. 

Viewing your payslips

In the app, you can see your payslips from the last three (3) months.

To view anything older than that, you'll need to talk to your payroll administrator.

You also have the option to send yourself a copy to your email address that is linked to your account.

view your payslip 1
view your payslip 2

How to view your pay details 

1. To see a list of all your recent payslips tap Payslips.

2. Tap a pay to see your pay details. 

3. Tap Email payslip to send a PDF version to your inbox.

When you choose a payslip to display, you’ll see a breakdown on screen of your pay for that period including:

  • wages and PAYE
  • any overtime worked
  • any leave taken
  • any bonuses or deductions

 

Managing your leave

Applying for leave

You can easily apply for leave from the homepage or the leave section.

After you’ve submitted a request for approval, it will show as Pending and remain in the Upcoming screen until it has been paid. It will then move to History.

When your manager has approved or declined the request, the status will update.

How to apply for leave

Follow these steps to create a leave request.

1. Tap Apply for leave.

2. Choose your leave type from the drop-down list.

3. Choose your start and end dates. The Duration field will prefill with the total number of hours and update your leave balance. Enter any comments and tap Submit.

Apply for leave 1
Apply for leave 2
Apply for leave 3

Future leave balances

Note: this feature is only available on Payroll Two and Payroll Three. 

If your employer is subscribed to Payroll Two or Payroll Three, you’ll also see your future leave balances when applying for leave.

These balances adjust based on the values you enter and will help you when planning time off.

Future leave balances

Below is an explanation of what each heading stands for.

1. Accrued leave - the amount of leave built up by the date of this request.

2. Approved requests - the amount of leave you already have planned.

3. Pending requests - leave you've requested that hasn't been approved yet.

4. Projected balance - the amount of leave you'll have left at the end date of this request after all approved and pending requests have been taken into account. 

Viewing your leave

The leave section defaults to the Upcoming screen.

You can see the type(s) of leave you’ve requested, the dates and number of hours you’ll be taking, and whether it has been approved, declined, or is still pending.

Your history and balances display on different screens which you can move between by using the tab options across the top.

Viewing your leave

Edit or withdraw an existing leave request

To edit or withdraw a leave item that you’ve submitted for approval follow steps 1-3 below.

Note: You cannot edit withdrawn, declined, approved or completed leave items.

1. Tap a Pending leave item from the Upcoming screen.

2. To edit, update the relevant details and tap Save.

3. To withdraw the request, tap Withdraw.

Edit or withdraw a leave request 1
Edit or withdraw a leave request 2

Timesheets

Note: this timesheet feature is only available on Payroll Two and Payroll Three. 

General information

The Timesheets section defaults to an Active screen where you can see a list of your timesheets that are yet to be processed by payroll. These can be in one of four states:

Draft - you can continue to make updates until submitted.

Submitted - sent to your manager and can’t be edited.

Approved - approved by your manager and can no longer be edited.

Declined - rejected by your manager and can be edited so you can resubmit.

Time entries can be added to any active timesheet no matter what the status is.

New timesheets will appear on the day your new pay week begins.

All completed timesheets will automatically move to History once they’ve been paid.

Understanding your timesheet

Move between Active and History to see your unpaid vs paid timesheets.

The coloured dots on the image above show the status of your time entries for that day.

Timesheet cards

These show a 7-day working week and give you a summary for that pay week, including the number of hours worked on a given day, the total number of hours worked that week, the status of your daily time entries and overall timesheet and the total value of any allowances you are claiming.

If you get paid monthly, days that fall into a different pay period will be greyed out and can’t be edited in this timesheet.

Adding time entries

To add a new entry to a timesheet, follow steps 1-3 below.

As you’re adding your time entries, they will stay in draft until you submit them.

When you submit your timesheet, all your draft time entries (and allowances) for the pay week will be sent to your manager for approval.

You can only edit draft or declined time entries. See step 4.

1. Tap More details or a day of the week.

How to add and edit a time entry 1

2. Choose the day you want to enter your time entry for and tap Add time entry.

Add a time entry

3. Choose your pay type, start and end times, enter any unpaid breaks and comments and tap Save.

How to enter a time entry on the mobile app

4. To edit, tap an entry, update and tap Save. You can delete an entry from the edit screen as well. 

Delete or edit a time entry
How to delete a time entry

Costing your hours worked

If you see a Costed to field in your time entry screens, your employer subscribes to Payroll Three and is tracking labour costs across the business.

Talk to your manager or payroll administrator about how you should be using this feature correctly. 

Manager view

Personal vs manager view

If you’re a manager responsible for approving leave and timesheets for your team, you will also have a manager profile which is accessed through the same login.

When you switch views, the bottom navigation will change and Payslips will disappear. You will no longer be able to see any of your own leave or timesheet information until you switch back to Personal.

Leave approvals

The leave section defaults to a pending view listing all requests you need to action.

Each item shows the name of the person requesting leave, the dates they’d like to take, what type of leave it is and the total number of hours.

You can see more detail when you tap a request.

Manager's view on the mobile app

You can easily action any requests on the Pending screen, using the Decline or Approve buttons.

Once actioned, the requests will move to the Declined or Approved views.

To view more detail, tap a request (refer to the below image).

If your employer subscribes to Payroll Two or Three you will also see the employee’s leave balance that will remain after their requested leave is taken.

Manager's view on the mobile app for leave items

Timesheet approvals

Note: this timesheet feature is only available on Payroll Two and Payroll Three. 

The timesheet section defaults to the Pending screen showing all timesheets that need your attention.

Each one shows the name of the person who submitted the timesheet, their total hours for the pay week as well as a breakdown over the different days.

 

How to approve and decline timesheets

You can approve or reject timesheets from the main screen, using the buttons.

If you’d like to see more information, tap More details or the day of the week you want to view.

How to approve or decline timesheet entries

You will go to a screen that shows a breakdown of all the time entries for that day and the status of each.

You can also see the individual allowance claims.

You can also approve or decline the entries from this screen.

How to approve or decline timesheet entries

Once actioned, the request will move to the Declined or Approved screen.

How to approve or decline timesheet entries