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    • C
      CRS Content Team
      last edited by Jo

      How to set up an employee

      You will need to set-up employees in Wagebook before you can record or print payslips for them.

      Tip: You will need their employee details such as: start date, income tax code, IRD number, and KiwiSaver details.

      Step 1: From Wagebook, click on Setup and select Other Party.

      0_1469233785138_Screen Shot 2016-07-23 at 12.28.54 PM.png

      Step 2: Click New.

      0_1469234285521_Screen Shot 2016-07-23 at 12.37.51 PM.png

      Step 3: Work through each of the tabs completing the fields and then click OK to save.

      Read below to see an example of Fred Farmer being set-up in Wagebook.

      Details - -> Record contact details (such as address, phone, and email).

      0_1469235431448_Screen Shot 2016-07-23 at 12.55.59 PM.png

      Roles -- > Set as an Active employee.

      0_1469235625536_Screen Shot 2016-07-23 at 1.00.12 PM.png

      Cashbook -- > Record whether they are being paid manually or by Direct Credit (via Cashmanager RURAL).

      0_1469235735753_Screen Shot 2016-07-23 at 1.01.36 PM.png0_1469247398642_Screen Shot 2016-07-23 at 4.15.58 PM.png

      Employees --> Record start date, income tax code and IRD number, payroll, and Kiwisaver details

      0_1469247213445_Screen Shot 2016-07-23 at 4.13.18 PM.png0_1469296915549_Screen Shot 2016-07-23 at 4.18.56 PM.png

      Notes --> Record any additional notes (as required)

      0_1469247608015_Screen Shot 2016-07-23 at 4.19.52 PM.png0_1469295968742_Screen Shot 2016-07-23 at 4.18.56 PM.png

      Other Relevant Topics

      What is Wagebook?
      How to Set up Direct Credit payments.
      How to Import Payroll Data.
      How to Create a Payslip.

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