Filling in the Personal Details

Filling in the Personal Details

The Personal Details page for a person contains basic personal and payroll information about a person. Enter the relevant information and press the 'Save Personal details' button at the bottom of the page to save your changes.

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First Name(s)

Enter the person's First Name, or Names.

Enter a preferred name or nickname in brackets, for example 'William (Bill)'. You can sort on this name when viewing personal files, and it may be used in mail merges.

Surname

Enter the person's Surname (or family name).

Address

Enter the person's address for contact purposes. This is displayed on their payslip.

eMail

Enter the person's email address.

After saving an eMail address for a person you can click on the eMail link to send that person an email.

Phone Number

Enter the person's Phone Number. This is used in the Staff Phone List.

Gender

Enter their gender. This is used in the Quarterly Employment Survey.

Proprietor

Tick this box if the person is a proprietor of this organisation. This is also used in the Quarterly Employment Survey. Note: Generally this will be left blank if the "Proprietor is set up an an employee.

Job Tile

Enter their job title (e.g. this is what would be displayed on their business card).

Start Date

Enter their Start Date (e.g. 5-Dec-2000). This is used to calculate their length of service, and is important for leave calculations.

Finish Date

If the person has finished, their finish date will be displayed. You can read more about finishing a person.

Workplace

This is your User Defined Field, which you can select from the drop-down list.

Pay Method

Select how the person is paid (usually Bank - via direct credit into a nominated Bank Account, but can also be via Cheque or Cash).

Note: Select the option for the persons remaining pay here, even if they have a fixed amount going to a nominated Bank Account. Fixed amount deductions to a Bank Account are set up using a PBA - Personal Bank Account deduction on the persons Timesheet TemplateThe regular/recurring transactions that are stored in a person's Personal details and copied into every payroll. (See Timesheet Templates).

Bank Account

Enter the Bank Account that this person receives their pay into. (You can leave this blank if the person's Payment Method is Cash or Cheque).

Paid Up To

This displays the date the person has been paid up to, and is updated each time a payroll is closed, according to the dates on the Open Payroll page. You can also select the Paid Up To link to change a person's paid up to date. This is useful for advances or leave without pay.

Pay Rates

Enter the person's pay rates here. (Usually just enter Pay Rate and Full Time Hours). You can read more about Pay Rates.

Tax Information

Enter the person's tax information here. (Usually just select the Pay Frequency, Tax Code and IRD Number-e.g. 49-091-850). You can read more about Tax.

Pay Frequency

How often does the person get paid.

Note: The "Weekly (2)", etc. pay frequencies may be used if you have groups of people paid on the same frequency but paid at different times or with different paid-to dates. For example, use "Fortnightly" and "Fortnightly (2)" if people are paid fortnightly, half paid each week.

KiwiSaver

Enter the person's Employee deduction and Employer contribution rates. Also record when the person Opted Out, and if they were a PreExisting Member of KiwiSaver when they started working for your organisation. You can read more about KiwiSaver.

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