How to set up Smartly to support Loaded Pay Adjustments

Correct Setup: Importing Timeclocks with New Zealand Public Holiday Adjustments to Smartly

1. Log into Smartly and click on Company Details> Pay Components
2. Click on Special Leave
   
   
   
   
   
3. Click on Public Holiday Worked (1.5) 
4. Under Code enter '15' 
   
   
   
   
   
5. Click Save 
6. If you use Contract groups in Smartly. Click on Contract Groups
   
7. Scroll down to Special Leave
   
   

   
   
   
   

8. Ensure Public Holiday Worked (1.5) is ticked under 'Active' 
   
   
   
   
   
9. Click Save
10. Click on Employee Details> Employee List
11. Click on a relevant staff member from the list 
    
    
    
    
    
12. Click on Employee Payments 
    
    
    
    
    
13. Scroll down and click on Special Leave 
14. Make sure that Public Holiday Worked (1.5) is ticked under 'Active'
    
    
    
    
    
15. Click Save 
16. 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.

Other articles and resources that you might find useful

• Setting up Pay Adjustment Packages
• Manually Editing, Removing or Adding a Pay Adjustment to a Timeclock
• How to export timeclocks to your payroll system 
• Exporting timesheets to Smartly