CRS Content Team
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.
Step 2: Click New.
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).
Roles -- > Set as an Active employee.
Cashbook -- > Record whether they are being paid manually or by Direct Credit (via Cashmanager RURAL).
Employees --> Record start date, income tax code and IRD number, payroll, and Kiwisaver details
Notes --> Record any additional notes (as required)
Other Relevant Topics