Smartly integration overview

Smartly: Integration configuration

Configuration	Description	Values
Employer Subsidy for KiwiSaver	Subsidy rate that will be provided by employers, expressed as a percentage	Employer subsidy rates
Contract type	Contract Type (also known as Tenure)	Smartly remuneration/tenure types (see contract types below)
Anniversary Region	When the public holiday is for the region	Smartly regions
Email payslips	Set email payslips to 'Y' or 'N'	Send email payslips via email; Do NOT send payslips via email
Pay group description	This must match Smartly	Text (required)
Employee Type	This must match Smartly	Text (required)
Convert name to simple characters	Used to ensure bank account names are acceptable to banks on integration	Leave name as typed by the job seeker; Send name without macrons and special characters

Contract types

Smartly Code	PICMI Configuration
1	Full Time
2	Part Time
3	Casual
4	Working Proprietor
13	Fixed Term - Full Time
14	Fixed Term - Part Time

PICMI-Smartly integration fields

Field Name	Description	Validation/Constraint/Default Value	Source
Employee code	External identifier for the employee, generated according to predefined rules	A-Z0-9 (5 chars) (case insensitive)	Integration
First name	Given name of the employee	No special characters except apostrophe (') (special characters are optionally stripped if set in configuration)	Questions
Surname	Family name of the employee	No special characters except apostrophe (') (special characters are optionally stripped if set in configuration)	Questions
Date of birth	Birthdate of the employee	Format: dd/MM/yyyy	Questions
Gender	Gender identity of the employee	M, F, N. Default: N	Questions
Address 1	Primary address of the employee	Max 30 characters. If not supplied, label as "Not Supplied" (special characters are optionally stripped if set in configuration)	Personal Information (Jobseeker)
Address 2	Secondary address information (e.g., locality)	Max 30 characters (special characters are optionally stripped if set in configuration)	Personal Information (Jobseeker)
Address 3	Tertiary address information (e.g., region and postal code)	Max 30 characters (special characters are optionally stripped if set in configuration)	Personal Information (Jobseeker)
Regional anniversary day	Regional public holiday for the employee	AKL, CANS, CAN, CHAT, HAW, MAR, NEL, OTA, STH, TAR, WEL, WES	Integration Configuration
Contact phone number	Landline phone number of the employee	Optional	Personal Information (Jobseeker)
Mobile phone number	Mobile phone number of the employee	0-9 (max 12), New Zealand numbers only	Personal Information (Jobseeker)
Email	Email address of the employee	Required if EmailPaySlip is selected	Personal Information (Jobseeker)
Start date	Date the employee's contract begins	Format: dd/MM/yyyy. Default to today	Job
Position	Job title of the employee	Mandatory (special characters are optionally stripped if set in configuration)	Job
Position start date	Date the employee started their current position
Team	Team or department the employee belongs to
Home costing	Cost allocation related to the employee's home location
Tenure ID	Employment type of the employee (e.g., full-time, part-time)	1 Full Time, 2 Part Time, 3 Casual, 4 Working Proprietor, 13 Fixed Term - Full Time, 14 Fixed Term - Part Time	Integration Configuration
IRD number	Employee's tax identification number	Format: 000-000-000	Questions
Tax code	Employee's tax code	NZ IRD	Questions
Special rate	Special tax rate for the employee, if applicable
Bank account number	Employee's bank account number	Format: 00-0000-0000000-00	Questions
ECG description	Description of the employee's specific pay group	Business-specific pay group description, must be added manually or in the CSV. Example: "SLU Payrun"	Integration Configuration
Rate	Pay rate for the employee		Job
KiwiSaver option	KiwiSaver contribution status of the employee	1 Opting In (Automatic enrolment), 6 Opting In (Existing member), 8 Opting In (Voluntary enrolment), 3 Opting Out, 9 Opting Out (Over 65), 4 Savings Suspension, 5 Exempt, 7 Exempt (Casual/Temp employee), 10 Exempt (Under 18)	Questions
KiwiSaver contribution	Percentage of the employee's contribution to KiwiSaver	0-10. Default: 0	Questions
Employer subsidy contribution	Employer contribution to the employee's KiwiSaver account	Set when employee is set. Default: 0	Integration Configuration
Pay group description	Description of the employee's pay group	Business-specific pay group description, must be added manually or in the CSV. Example: "SLU Payrun"	Integration Configuration
Standard hours per day	Standard number of working hours per day for the employee	0-24. Default: 0
Standard days per week	Standard number of working days per week for the employee	0-7. Default: 0
Annual leave entitlement	Number of annual leave days the employee is entitled to	4-20. Default: 4
Sick leave entitlement	Number of sick leave days the employee is entitled to	5-99. Default: 10
Sick leave after months	Number of months after which sick leave is granted	0-12. Default: 0
Email payslip	Whether the employee opts to receive payslips via email	0 No, 1 Yes. Default: 1	Integration Configuration

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FAQs

Smartly errors because of special characters in the name. What can I do?

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