The NZ Payroll template is useful to accurately calculate your staff costs forecasting, including sales tax, Kiwisaver, commission etc.
Before you add data to this template to import, you must:
Once you've done this, we explain below how to add data to the NZ Payroll template in your Master Sheet.
⚠CAUTION:
Don't delete any rows or columns from this template
Don't add any rows or columns to this template
Don't override any cells. If pasting data, make sure to paste values only
If you accidentally do any of the above, you may corrupt the sheet. When this happens, you’ll need to open a new template, copy it to your Master Sheet again, and restart the process of adding data.
Click the Forecasting tab, then view the forecast you want to import predictions into.
Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.
Click Open Master Sheet and go to the NZ payroll tab.
Locate the NZ Payroll Settings header and click the + icon next to it to expand the section.
Make sure to complete the boxes highlighted in red to map the appropriate accounts. White boxes are optional.
Make sure each section is set up correctly for your company. This may mean overriding settings that are already in place.
Ensure that the Employee Income Tax and Kiwisaver thresholds are correct.
Expand the Staff Details in the same way, and enter your data in the appropriate cells.
⚠CAUTION: Only paste values if you're pasting data from another source. This is because the sheet has underlying formulas.
Ensure you complete all columns, including those found by scrolling right.
When finished, you'll have a green tick at the top of the page. This means you can continue to sync the import template to Futrli.
If this isn't green, you'll need to expand the rows to see which information is missing.
📎 NOTE: The Staff Summary section will populate automatically after you enter the staff details.