1 Sign up
Complete our sign up form online.
Your Account Manager will give you a call and get an idea of
how we can help you throughout your on-boarding process.
They’ll take you through the next steps and discuss if we can
set up mobile apps or any special features for your business.
2 Info collection
If you’re using an existing payroll provider, there’s a few things you can give us to make the transition even easier. Let us know what provider you’re switching from and we’ll tell you what we need. Easy!
If you’d like to enter your employees information yourself, we’ll email you a link with your login details.
We’ll also send some authorisation documents for you to sign and return.
3 Setting up your site
We’ll check your information and enter it into your new
payroll site. We’ll load your employees’ existing leave
balances, along with any departments, deductions or
allowances you’ll need.
If you’ve requested any additional requirements, like special
leave types, different timesheet approvers or 2 step
authorisation, we’ll also set this up for you.
4 One-to-one training
One of our trainers will get in touch to organise your online
training sessions tailored to your requirements. Your training
sessions will be via Zoom and you’ll be taken through
everything you’ll need to know about using SmartPayroll.
We want you to be confident you know the ropes, so we’re happy
to give you multiple training sessions and train anyone within
your organisation who needs it.
Once you’re set up, our free Kiwi-based support team are here to back your business all the way! There’s no question too big or small.
Plus, check out our How to Guides and Demo Videos and start using some of our special features like project costing and automated Xero integration!