Frequently Asked Questions

Employee Maintenance

• On the ‘Standard’ tab in the ‘Employee Information’ area double click on their finish date and press the delete key on your keyboard. As start/finish dates are reported on the Employer Monthly Schedule, a new start date should also be entered (if you wish to keep a record of the employee’s original start and finish date these could be entered on the employee’s ‘Notes’ tab). Press ‘Enter’ to save the changes to this record.
• You will also need to check that the details on the employee’s ‘Standard’,‘Payment’, ‘Leave’ and ‘KiwiSaver’ tabs reflect the employee’s new employment status.
• Delete previous 'Leave Earnings' history.
• Click on the cancel button (red circle) if it is active to re-instate the finish date, or re enter the finish date and press ‘Enter’ to save. This should enter a valid date in this field. Then double click on the ‘Finish Date’ to select it and press the ‘Delete’ key on your keyboard. Press ‘Enter’ to save.
• A date cannot be successfully removed by clicking in the field and using the ‘Backspace’ or ‘Delete’ keys to delete one character at a time. The easiest way to delete a date is to double click on the date to select it, then press the ‘Delete’ key on your keyboard.
IMS Payroll Partner will not allow you to save the new employee record if this field is left empty. Therefore, to save the record you have just created we recommend you set their payment method to cheque until you receive a bank account number for this employee.
Set their tax code to ND and fill the IRD number field with 000 000 000 until they complete an IR330 and provide you with their IRD number. This will calculate their tax at the no declaration rate until their code is changed. We do not advise the use of another employee’s IRD number as both employees will show on your Employer Monthly Schedule with the same IRD number and the tax deducted will not be correctly recorded on Inland Revenue’s records.
A Modulus check is performed which will not allow entry of an invalid IRD number. Check the entry of the number. Alternatively, verify the number provided with the employee or Inland Revenue. IRD numbers now have 9 digits, if you have an 8 digit number place a zero (0) at the beginning.
On the employee’s ‘Payment’ tab you are able to set up various pay rates. If an additional pay rate (eg Pay Rate 2) is used you will then be able to select this rate when entering transactions on the employee’s ‘Permanent’ or ‘Timesheet’ screens by clicking on the ‘Rate Override’ button in the bottom right hand corner of the rate box. This will activate a ‘Rate Override’ dialog box where you can select ‘Employee Rate’ and choose the appropriate rate from the drop-down list.
A Modulus check is performed which will not allow entry of an invalid account number. Check the data entry of the account number and suffix. A common error is trying to enter more than 2 digits in the suffix. Alternatively, verify the number provided with the employee or bank.