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Getting a QUICK START with Crystal Payroll - A Few TipsWelcome to Crystal Payroll. If you have just created your new account and have never used payroll software before - or are unfamiliar with payroll practices in general - we strongly recommend that you stop right here and let us talk you through a few things before going further.
It's our goal to make processing your payroll both as easy as possible and to ensure that you've got everything right for all the IRD's complex legislative requirements. If you're a first-timer we think it's best to ensure you're set up properly at the beginning and have received a little basic training. So we'll be calling you soon, during business hours, to discuss how/when to run through this with you. However, if you have used payroll software before and feel extremely confident that you know what you're doing then here are a few tips from our Support Team to help get you on your way... Completing the basics for your Company SettingsBefore you start trying to process a pay run you need to ensure all your key 'Company Settings' are in place. You'll find the bare minimum fields that you need to complete in the 'General Settings' tab of your Payroll Settings, under Company Settings.
Please ensure you complete your Company's IRD Number, Pay Frequency, 1st Pay Period Date, Physical Payment Date and Payslip Format. For more detail on completing these requirements please read our General Payroll Settings Help Page. Once these are complete please visit the 'Leave Settings' tab and choose a 'Region for Anniversary' in the 'Standard Leave Entitlements' area. This will enable automated Public Holiday settings for local Anniversary Days. Learn more about Leave Settings here. Loading your Employee's informationOnce you have the bare minimum of Company Settings in place you can begin to load your Employee details. You will need to have at least one Employee set up to pay before you can process a pay run.
The bare minimum requirements for setting up an Employee is their First and Last Name - and a Date of Commencement. You can add these in under 'General Details' on your Employee Details page within Employee Settings. Once you 'Save' this detail you will be able to add their correct IRD Number & Tax Code by clicking on the link (to pop-up a small white screen) shown within the 'Other Detail' area below. Next you will be prompted to add mandatory information including: Payment Method (their bank account number for direct credit), Default Working Hours and Pay Rate, and Kiwisaver. More detail for each of these requirements is available under Managing Employee Details. Processing your first pay runNow that you have at least one Employee set up and ready to pay you can go to Process a Pay, then Time & Income to manage your first pay run.
Please review our Completing a standard Timesheet page to get you started. Once you have finished entering your Employees hours, leave taken, allowances and/or deductions you will be ready to Review Take Home Pay and approve the Timesheet, and then Print or Email selected payslips and reports. And that's it, all done. You can now take your Payslip Report and pay your Employees the Take Home Pay amounts each are due. We hope this helped and you now have your first pay run complete. However, if you are unsure about any of this - or feel you should learn more about setting up GL codes, exporting your data, paying PAYE, holiday leave entitlements or anything else relating to payroll - please let us provide you with a little bit of payroll training. We strongly recommend talking through the basics before going further.
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