Organisation Defaults
Setup > Organisation > Defaults
The Organisation Default page adds this information to each new person you add to your payroll. It will apply some of the defaults to their template page for the calculation of leave, how their payslip looks, how they access their kiosk and leave calendar information.
You can amend the iPayroll defaults to the specific employment conditions for your company.
Whenever you change anything, remember to SAVE
Use the defaults if the majority of the people you employ have the same type of employment conditions.
You can change an individual person's information on the Personal Details page.
New Person Default Values
Selecting from this list will indicate how all the new people added to the payroll will be treated as a Full Time employee, use your employment agreement as a guide. You can also choose these options on the Personal Details page.
Full-time Hrs/Week - your standard Full time week as per your employment agreement
Rate Type - select from the drop down per hour for hourly paid employees or per annum for salaried employees
Hide Ordinary Time... - select this if you don't need to show hours for salaried employees, if you are paying people hourly do not select this
KiwiSaver employee... - minimum legislative percentage required, you change this on the Personal Details page if your employee wants to have more than 3% deducted each pay
KiwiSaver employer... - minimum legislative percentage required, only change this if you are contributing more than 3% to all your employee's KiwiSaver
Employee Type
Selecting from this list will indicate how all the new people added to the payroll will be treated for tax purposes. You can pay employees and contractors in the same payroll. You can also choose these options on the Personal Details page. Only change this on the defaults page if the majority of the people you pay are contractors.
For more information here Contractors / Directors
Leave and Holiday Defaults
Selecting from this list will indicate how all the new people added to the payroll will be treated for leave purposes. You can also choose these options on the Timesheet Template of the employee. Only change this on the defaults page if the majority of the people you pay are have a different leave rule than the defaults.
Annual Leave - select from the drop down menu if you have different leave options for your employees. This is applied to the Timesheet Template and is used to calculate the leave.
Sick Leave - select from the drop down menu if you have different leave options for your employees. This is applied to the Timesheet Template and is used to calculate the leave.
Other Leave - if you have a special leave pay element set up you will be able to select it here and it will be added to all new employees
Default for Long Service ... - set up a Long Service Leave Pay Element and then select this to set a Default for Long Service. This is applied to the Timesheet Template and is used to calculate the leave.
Holiday Calendar - select from the drop down menu to choose a regional holiday, leave New Zealand if you have several different regions in your payroll
Leave and Holiday (No default)
Setting your Organisation default Leave Entitlement codes to 'No default' means you choose the leave types each time you add an employee, this is useful if your payroll contains several different types of employees and you have multiple leave entitlements or rules.
Change the drop down menu's to 'No default - Select when adding a new person' shown below.
For more information here Leave Taken Pay Elements
Payslip
Display on Payslips
Selecting from this list will indicate which leave balances you want to display on ALL of your employee's payslips and in the iPayroll Kiosk. If there is a zero balance for a leave type it will not be displayed. If you have set up your own special leave types they will appear on this list.
Displaying Leave
Select Display Leave 'In Hours' if you do not want the approximate number of days the person is owed displayed.
Payslip Message
Type your message in the field to be displayed on every payslip. Leave it blank if you do not want a message displayed.
Payslip Print format and More display options
Select Print Payslips in Secured Form if you buy the Secure Forms to print payslips on or add the Person ID and Job Title to all payslips.
Upload Organisation Logo on Payslip
You can upload your Organisation Logo to be displayed on the payslips, remittances and invoices. Select Choose file, then attach the logo.
For more information here Resize your logo
Kiosk
Unselecting from this list will deactivate the employee kiosk or the leave request functions, only do this is if you have an alternative method for your employees obtaining payslips and leave.
Display leave calendar
Selecting from this list will indicate how your leave calendar and history is displayed to your employee's. Allowing them to see if other team members are away or have approved leave (the type of leave is not displayed) can be useful for leave planning. You can use Setup > Groups to divide the payroll into teams / departments to only display leave for only the people in the team.
Leave history and project leave
Selecting from this list will allow employee's to see the leave they have taken and to project leave means they can check they have a sufficient balance for the leave they are applying for in the future.
Change personal details and two factor authentication (2FA)
Selecting from this list will allow employee's to change address and phone details. iPayroll will be updated with this information. Employee's can choose to set up the 2FA (second level security) to access their kiosk or you can make this compulsory as part of their log in process.
For more information here Quick Guide iPayroll Employee Kiosk
Organisation Preferences
Two confirmers and two factor authentication (2FA) for leave approvers
Selecting from this list allows you to select if you require more than one user to confirm a payroll (authorise iPayroll to process and pay). Only select this if you have already set up your second confirmer user. All users that can view payroll information must use Two factor authentication (2FA) to access iPayroll. You can select that a user with Leave approver or Timelog approver only access must use 2FA also.
Send confirmation emails to
This is updated by the email addresses listed in Setup > Details
Password Expiry
Choose to have the password to your iPayroll Username never expire, or choose to expire the password to your Username with a password expiry of up to 180 days. This is also transferred to other users and the kiosk users. Two factor authentication (2FA) ensures that your information is protected.
Pay Cycle Setup
You would only need to change these settings if you have a bi-monthly payroll and your implementation team will assist you with this.
Average Daily Pay (ADP)
You should not need to change these settings and your implementation team will assist you with this.
Top Up Allowance
This tool is ideal for the Rural sector or your salary paid staff who work additional hours and you may be worried about accidentally paying them less than the legal minimum wage for the hours they have actually worked in a period.
Timelogs
This add on can be activated so that employee's can enter time entries into the iPayroll Kiosk. Please contact our support team to discuss the setup and fees.
Save
When you have made a change to any of the settings, select the save to button to update the information.
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