You need Time permission to export time clocks and Payroll permission to be able to view pay rates. If you don't have access to this module, ask someone with Manager's permission to update your user permissions.
You will need to have set up your [email protected], and your Staff Members and enabled Pay Adjustment Packages in Loaded.
Before you export to Smartly you'll want to review your Time Clocks, read the Exporting timeclocks from Loaded article, and ensure you have followed the setup steps in Exporting timesheets to Smartly
Correct Setup: Importing Timeclocks with New Zealand Public Holiday Adjustments to Smartly
Log into Smartly and click on Company Details> Pay Components
Click on Special Leave
Click on Public Holiday Worked (1.5)
Under Code enter '15'
Click Save
If you use Contract groups in Smartly. Click on Contract Groups
Scroll down to Special Leave
Ensure Public Holiday Worked (1.5) is ticked under 'Active'
Click Save
Click on Employee Details> Employee List
Click on a relevant staff member from the list
Click on Employee Payments
Scroll down and click on Special Leave
Make sure that Public Holiday Worked (1.5) is ticked under 'Active'
Click Save
You will need to repeat this process for all staff members whose timeclocks are imported into Smartly via Loaded.
Correct Setup: Importing Timeclocks with Custom Pay Adjustments to Smartly
If you are using custom pay adjustments in Loaded, we recommend creating a custom pay type in the Company Settings page, this must only contain numerical digits (no letters or special characters). You’ll also need to create a corresponding pay type in Smartly in Company Details → Pay Components and select whether it is an Allowance, Deduction, Benefit or Special Leave. The Code field should match the Pay Code field in Loaded.
You cannot export a custom pay adjustment as #50 Ordinary Pay.
If you want to export a custom adjustment as #51 Allowance, Deduction or Benefit, note that you will need to manually edit the the Pay Component Code and Unit columns in the export file. Pay Component Code is the Code value in the screenshot above, and Units is how many of that pay component the employee needs.
Once this has been set up, you can follow the Export to Smartly steps, from there the Loaded generated payroll export will import correctly into Smartly with any relevant pay adjustments.