Permanent Employees - NZ

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About

This section deals with Permanent Employees in PinvoiceR for New Zealand customers.

Setting up a Permanent Employee

Once you have added a permanent employee to PinvoiceR you need to set up a number of defaults for their record. After setting the pay frequency (weekly, fortnightly, monthly, 4 weeks), the first thing that you need to do is to set them as a permanent employee - this is done in their record by clicking the Edit Employee button.

From here scroll down to the bottom of the page and set the following;

  • Permanent Payroll Division - this is usually an internal division for payroll
  • Permanent Payroll Location - this is a "client record" that the person is linked to - generally here you will set up a client location for your business and link to that record


Perm settings.PNG


Once added then click on the Edit Annual Salaries link. This will bring you to a page where you are able to add in Salary and Average Hours information. To enter in a new salary fill in the form;

New salary.PNG


From here you should set the regular pattern of work for that employee - ie what hours they would normally work on each day of the week.


Set hours.PNG


Adding Additional Paycode Items & Allowances

In some instances you will need other pay code items for a permanent staff member (for example a pay code item for bonuses, car allowance etc) and so will need to add these additional items to the Pay Code. To do this, click on the [Add/Edit Paycode Items] link and then the +Add Pay Code Item button.


Pay code item.PNG


Paying Permanent Employees

Leave

Editing Salary Information

To edit Salary information for an permanent employee - From the Edit Employee button scroll down and click on the Edit Annual Salaries link.


Edit salary.PNG


Then click on the [Add/Edit Paycode Items] link.


Viewing Permanent Employees

Related Pages

Divisions Clients Pay Code Item Editor