The information on this help site covers the use of the payroll system as well as the legal aspects of payroll. When you are logged into the system, you will be pointed to help topics that are relevant to the function you are using.

You can also browse or search the help site from here.

Getting Started

General Setup

• ▶ Managing Companies
• ▶ Managing Users
• Add Users
• Edit Users
• Remove Users
• Roles
• Edit Roles
• Restricted Access
• Multiple Users per Email

Payroll Setup

• ▶ Company Setup
• Payslip Settings
• Employer Details
• EFT Settings
• Pay Frequencies
• Pay Points
• Job Grades
• Custom Items
• Templates
• ▶ Employee Setup
• Add Employees
• Basic Info
• Regular Hours
• Take-On Balances
• Tax Information
• ▶ Frequently Asked Questions
• Can I have weekly and monthly paid employees in one company?
• How do I transfer employees from an old company to a new company?
• How do I delete an employee?
• Why can’t I capture take-on balances for an employee?

Payroll Processing

• Payslip Basics
• Entering Employee Hours
• Add a Payslip
• Notes
• Pay Runs
• ▶ System Items
• Savings
• Medical Insurance
• Pension
• Employer Loans
• Termination Lump Sums
• Illness Benefit
• Annual Bonus
• Leave Paid Out
• ▶ Service Periods
• Ending an Employee’s Service
• P45 (Cessation Certificate)
• Payments on or after termination
• ▶ Additional Topics
• Changing Payslip Dates
• ▶ Frequently Asked Questions
• How does the pro-rata calculation work
• How do I capture daily paid employees?
• How do I roll over to next pay period or tax year?

Payroll Concepts

• ▶ Statutory Deductions and Contributions
• PAYE
• USC
• PRSI
• Leave Pay
• Tax Bases
• ▶ Frequently Asked Questions

Bulk Actions

• P2C Import for Employee Details
• Excel Import for Employee Details
• Excel Import for Take-on Balances
• Bulk Inputs
• ▶ Frequently Asked Questions
• Why can’t I select the date I want for bulk payslip inputs?

Filing and Processes

• Monthly Submissions
• Year-End Filing
• ▶ Frequently Asked Questions
• If I sign up with SimplePay after the start of the tax year, can I still use it for my Revenue documents?

Reports

• Employee Basic Info
• Leave Report
• Transaction History Report
• Variance Report
• Balances – Loans, Savings and Garnishees
• Leave Liabilities

Accounting

• QuickBooks Online
• Xero
• ▶ Advanced Options
• Accounting Splits
• Using Xero Tracking Categories
• Integrating Accounting Splits
• Posting per Pay Point

Time and Attendance

• Clocking Imports
• Generic CSV Clocking File Specification

Leave Management

• Hiding Leave Balances on Payslips
• Entitlement Policy Effective Dates
• Custom Leave Types
• Company-Wide Leave Settings
• Employee-Specific Leave Management
• Leave Take-On Balances
• Recording Leave
• Leave Adjustments

Self-Service Admin

• Email Payslips
• ▶ Employee Requests
• Actioning Employee Requests
• View and Add Supporting Documents to Employee Leave Requests
• Approval Structure Setup
• Email Tax Certificates

Employee Self-Service

• Payslips
• ▶ Leave Requests
• Upload Supporting Documents to Leave Requests
• Tax Certificates
• Info Update Requests

Billing

• Switching to Paid
• Billing Details
• Billing Method

Archives

• Leave Version 1 (Old Leave System)

Troubleshooting

• I am having trouble with a bulk upload
• I am having trouble logging in
• I do not see my payslip(s) when logging in
• I see incorrect / incomplete / no information when logging in
• I am not receiving SimplePay emails
• I am unable to action leave requests

Other Frequently Asked Questions