How to get set up with Smartly

Complete our online sign-up form here, then our team will give you a call within one working day to go through the next steps. 

We’ll confirm: 

• How you’d like to provide your employees’ information
• If you have current accrued annual leave or sick leave to bring over to Smartly
• If you need the Smartly app, or any special features set up (i.e., Labour costing, and Xero integration)
• If you need training and your preferred training date

We’ll send you a link to enter your employees’ information directly into your Smartly site. Once everyone is loaded, make sure you hit submit.

Once you’ve signed up for Smartly, your Onboarding Consultant will be in touch so we can start to get all the information we need. If you’re a new business or have been processing your payroll manually, we’ll send you a link for you to enter all the information for your employees.

If you’re switching from another payroll provider, there may be a few reports you can give us to make it even easier to get your employees’ information loaded into your new Smartly site.

Download the guide that relates to you for more information:

• Switching from Xero

• Switching from IMS Payroll

• Switching from Crystal Payroll

• Switching from Ace Payroll

• Switching from iPayroll

• Switching from MYOB Essentials

• Switching from PaySauce

So we can make payments to employees and the IRD on your behalf, we need a few authorisation forms to be signed and returned. 

We’ll send you the following forms: 

• IR920

• Datacom Terms and Conditions

• Direct Debit Authority (if not completed when you signed up)

• Bank Authorisation form

• Authority to Act

If we’re not making payments to employees and IRD on your behalf, all we need is the Direct Debit Authority and the Authority to Act form filled out. 

Your Onboarding Consultant will check that all your information is correct, and we’ll set up any departments, allowances and deductions you need. If there’s any information missing, we’ll be in touch. 

Once you’ve provided your employees’ leave balances and historical leave earnings, we’ll load these into your new Smartly payroll site.

Once you’re ready for training, we’ll give you a call to organise a time for an online session. We’ll take you through everything you need to know about Smartly, so you can feel confident when you’re paying your team. 

If you or your team need any additional training, just sing out and we can organise this for you.