Smartly

If your client already uses Smartly and wants us to enter the data for them, then you will need to do the following:

Data entry only capacity: What this means is that you can edit the payroll and amend as required, but you do not have authority to push the payroll through to the bank. Instead, it will go through to the client to authorise as the owner of the account/business.

Ask the client to email Smartly at helpdesk@smartly.co.nz and ask them to add you as "data entry only capacity user" onto their account.  They will need your name, email and phone number so they can contact you to set up a username and password.

Full access: This is when we are able to edit the payroll and amend as required, and then approve the payrun and send through to the bank. This is not recommended as we always want the client to check everything before it gets to the bank, so any errors can be picked up by a second set of eyes.

If the client does want us to have this sort of authority, then they will need to email Smartly at helpdesk@smartly.co.nz and ask them to add you as "full access user" onto their account.  Again, they will need your name, email and phone number so they can contact you to set up a username and password.

Download the Smartly app

1. Go to your App Store and type in "Smartly"

2. Download the app from there. Once it's downloaded, open the app and login. If you don't know your login details, check with the Office Administrator.

3. From here you can see when your next pay is, view your latest payslip and request leave

How to request leave via the Smartly mobile app

1. Log into your Smartly app

2. Click on the Leave icon at the bottom

3. Click on the green + Apply for leave button

4. Fill in the request details, selecting which sort of leave it is and the dates. Select an Approver (this will be your either the General Manager or your Team Leader). Once you have finished click Save. Your approver will now be notified and will either Approve or Decline your leave. You will get an email letting you know if it has been approved or not

How to run a pay

Refer to instructions here.

Logging  in to the Smartly App for the first time

1. Once you have been set up by the Payroll Administrator (the Office Administrator) you will receive an email to your registered address (this is where your payslips are sent) 

2. The email will contain a temporary password. Download the app and login with your username and temporary password

3. You will be prompted to change your password. You can also set up a pin to login to the app on your phone

Smartly App (The Employees App)

Smartly Mobile (The Managers App)

Deals for clients starting up with Smartly

Strictly Savvy is a Smartly Partner and get special deals to offer clients who are singing up to Smartly for the first time. Find this information here.