When transitioning to HReasily, it’s important to input employees’ past income and tax allowances to ensure accurate tax calculations and reporting for the year. Follow the steps below to update this information for each employee:
1. Navigate to the Staff Directory on the left sidebar.
2. Find the employee you want to update, select Payroll Info from the dropdown menu, and click GO.
3. Scroll to the Employee Payroll Info section and click EDIT.
4. Expand the Past Income from Previous Software section and input the year-to-date income figures from your previous payroll system.
5. Expand the Tax Allowances section and fill in any relevant allowance details carried over from your previous provider.
6. Click Save to finalise the changes.
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