Add Employees
There is no limit to the number of employees you can add to a single company/profile on SimplePay. You will need to add your employees as part of the setup process and, as your business grows, you can simply add any new employees along the way. Employees can be added to the system individually or in bulk using an import file.
You can also invite a new employee to capture their own details, and then review and approve their submission – see the Self-Onboarding help page for more information.
Adding Employees Individually¶
To add an employee individually, go to Employees > Add Employee. You will then be guided through a simple, two-step process to capture Basic Info and Regular Hours.
Adding Employees in Bulk¶
If you have a large number of employees to add, it may be easier to do so using one of our bulk import options. You can add employees in bulk via Excel import or using our Manual Bulk Input.
Adding Employees via Excel Import¶
You can add employees in bulk using our Excel import function. This allows you to add a large number of employees to the system in one go, rather than capturing them individually as above. You can import all of their basic info using this method, but it's not currently possible to include their regular hours in the import file. See the Excel Import for Employee Details help page for more on using this option.
Manual Bulk Input¶
Employees' regular hours can be set up in bulk using our Regular Inputs feature. It is also possible to add employees in bulk using this option rather than the Excel import mentioned above. More information on this aspect of the system is available on the Bulk Inputs help page.
Adding Employee Numbers Manually¶
SimplePay will automatically assign an employee number to each employee you add to the system.
If you wish to add your own employee numbers and these numbers are sequential, you can set this up before adding employers to the system. You can do this as follows:
- Go to Settings > Employee Numbers.
- Change the Employee number mode to "Manual".
- Click Save.
Sorting Employees Alphabetically or by Employee Numbers¶
To sort employees by employee numbers:
- Go to Settings > Employee Numbers.
- Tick the Sort employees by number box.
- Click Save.
Untick the checkbox if you want your employees sorted alphabetically, and click Save.
Take-on Balances¶
Tax Take-ons¶
When adding employees, it may be necessary to capture take-on balances to include any previous payroll amounts in their tax certificates and/or payslip calculations. These can also be added individually or in bulk. More information on the various aspects of take-on balances is available here.
Leave Take-ons¶
As with tax take-ons, you might also have to enter leave take-on balances for employees if you previously used another payroll system, or if you want to enter leave balances as at a particular date. More information about this can be found here.