To create a payee you must do the following:
Find and select the candidate to which the new payee will correspond.
Create a new payee record for the candidate.
The procedures for performing both of these tasks are described below.
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How to Create the Payee Record | ||||
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At the start of the row where the relevant candidate is listed in the Results section of the Payee Maintenance screen, click Add Payee. The Payee Entry screen opens and the header of the payee record is active. |  | |||
2. | In the Pay Company field on the payee header, select the name of the pay company by which the payee is to be employed. Be careful to select the correct pay company as you will be unable to change the selection once you save the payee record. | |||
3. | In the Tax Type field, select the tax type that will apply to the payee. Be careful to select the correct tax type as you will be unable to change the selection once you save the payee record. The PAYE tax type should be selected if the payee is not a contractor. The Contractor tax type should be selected if the payee is a contractor or a supplied payee. | |||
4. | In the Payee Type field, if the tax type is PAYE, the Payee Type is defaulted to PAYE. If the tax type is Contractor, the Payee Type is defaulted to Contractor, but can be changed to 3rd Tier Agency or Umbrella to indicate where the payee has been supplied from. | |||
4. | In the Employment Date From field, select the payee's employment commencement date. | |||
5. | Navigate to the Payee Details > Employment Details section of the screen. | |||
6. | In the Employment Type field, select the employment type that will apply to the payee.
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7. | In the Payment Method field, select an option other than EFT if the payee is to be paid by a method other than electronic funds transfer to the payee’s bank account. Otherwise, skip this step. | |||
8. | If the tax type of the payee is PAYE, navigate to the Payee Details > PAYE Tax Details section of the screen and record the payee's PAYE tax details. Skip this step if the payee’s tax type is Company. | |||
9. | Navigate to the Payee Details > KiwiSaver Details section of the screen and capture the payee’s KiwiSaver information. | |||
10. | If the payee is to be paid by electronic funds transfer (EFT), navigate to the Banking Details section of the screen add a set of bank account details that capture the payee's banking details. | |||
11. | At the top of the Payee Entry screen, click Save. A confirmation message is displayed at the top of the screen if the payee record was created successfully. | |||
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