How to Set up Smartly to Support Loaded Pay Adjustments

• 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 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

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.

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