What Employee Details Must Be Recorded Before Submitting Employee Details?

Before Lightning Payroll can submit Employee Details to Inland Revenue, the employee record needs the key payroll information filled in. The exact fields depend on what you are trying to submit, but the common requirements are below.

Core employee details

• Employee IRD number: this must be recorded before Employee Details can be submitted. A placeholder IRD such as 000000000 is only appropriate in limited situations such as ND or WT tax code cases.
• tax code: at least one tax code must be present before Lightning Payroll can build the Employment Details payload.
• Name details: the employee's first name and surname should be properly recorded.
• Employment dates: start dates and finish dates are required for the relevant create or terminate actions.

Extra details for KiwiSaver actions

• If you are submitting a KiwiSaver opt-out, bank details and the account holder name must also be recorded.
• If you are updating KiwiSaver details, make sure the employee's KiwiSaver status and rates are correct before you submit.

If Lightning Payroll blocks the submission, read the validation message carefully. It is usually telling you which employee field is still missing or incomplete.