1. Log in to Surf Payroll.
2. When you log in to Surf Payroll, either of the following pages will appear.
3. If this is your first business, you will be asked to enlist first.
4. To start the process of setting up Payroll, go to step 6.
   OR
   If this is not your first business, it will show your list of businesses.

You can sort columns in the ascending or descending order. To sort, click on the column name.

1. On the Business page, find the required Business record.
2. On the Business page, under the Select a Business heading, click the Business name.

   If the chosen Business is more than a year old, then you need to select the tax year for which you will manage the payroll.

3. The Payroll Setup page appears. On the Payroll Setup page, click Create Your Payroll.

Business Setup

First, we need to complete some essential business information.

1. Enter the following information.

Payroll Calendar

You can select each pay frequency relevant to your payroll and the payroll processing dates for each. Starter plans are restricted to one single frequency, standard plan users can have two and enterprise can have up to four.

At this stage, you also need to set the annual leave start date. This is the start date of the annual leave year in your company and is important, as this date will filter through to our Holiday/Leave feature.

1. Enter the following information as per the details displayed below.
2. . When you are finished, click Continue

Default Employee Settings

Selecting default employee settings is helpful in particular to companies that run a payroll where everyone has similar payment frequencies, methods and annual leave entitlements. The options selected here are applied as a default to each new employee imported in on revenue provided P2C file. You can, however, change employee settings after the import. Note that you can only change employee pay frequency if no payroll has been processed for the employee.

1. Enter the following information as per the details displayed below.
2. When you have finished, click Continue.

Importing Employee Records from P2C

You can take some of the manual work from setting up employees and use your revenue provided P2C file. The P2C file contains the employees PPS number, name, tax details and LPT if applicable. After importing, you may need to personalize your employee records, adding additional information personal to the employee, for example, salary and pension contributions. You can also update existing employee records with updated P2C files throughout the tax year. To set up employee records from the P2C files, complete the following steps.

1. Click Choose File.
2. The Open window appears. On the Open window, browse to the location where the P2C file is saved, select the file and click Open.
3. Click Go.
4. The employee records in the P2C file appear. Select the required employee records or, to import all records, click Select All. Note that your payroll package will impact the number of employees available to import.
5. To complete the payroll setup, click Finish.

Business Setup

1. Log in to Surf Payroll. If this is the first business ever on Surf Payroll, skip to step 3. Else, continue to next step.
2. The Business page appears. Click the required business.
3. The Payroll Setup page appears. Click Create Your Payroll.
4. The Business Setup page appears. Enter the following information.

   FIELD	STEP
   BUSINESS NAME	The Business name is already available. You may update the Business name.
   TAX REG. NUMBER	If the registration number is provided at the time of adding the Business, then it is available already. Else, you need to provide the registration number.
   SUBMIT RETURNS TO REVENUE	Select monthly or quarterly as your revenue submission frequency.
   Director's Fees	Enable if applicable to your payroll.
   Lump Sum Leavers	Enable if applicable to your payroll.
   CWPS	Enable if applicable to your payroll.
   NECI	Enable if applicable to your payroll.
   PRD	Enable if applicable to your payroll.

5. Click Continue.

Payroll Calendar

1. The payroll calendar page appears.

   FIELD	STEP
   SELECT TAX YEAR	Select 2019.
   ANNUAL LEAVE START DATE	First day of the year from which annual leave is available.
   DO YOU RUN A MONTHLY PAYROLL: Select Yes, if applicable.
   FIRST MONTH TO PROCESS	First month for payroll processing.
   PAYROLL PROCESSING DATE	The first day of the month for payroll processing.
   DO YOU RUN A WEEKLY PAYROLL: Select Yes, if applicable.
   FIRST WEEK TO PROCESS	The first week of the year for payroll processing.
   PAYROLL PROCESSING DATE	The first day of the week for payroll processing.
   DO YOU RUN A FORTNIGHTLY PAYROLL: Select Yes, if applicable.
   FIRST FORTNIGHT TO PROCESS	The first fortnight of the year for payroll processing.
   PAYROLL PROCESSING DATE	The first fortnightly day of the week for payroll processing.
   DO YOU RUN A 4 WEEKLY PAYROLL: Select Yes, if applicable.
   FIRST 4 WEEK TO PROCESS	First four weekly date for payroll processing.
   PAYROLL PROCESSING DATE	First four-weekly day for payroll processing.

2. Click Continue.

Default Employee Settings

1. The Default Employee Settings page appears. You can set up certain default employee settings that apply to all employees though they can be changed anytime later.
2. Enter the following information.

   FIELD	STEP
   PAYMENT FREQUENCY	Availability of frequency options depends on the Payroll Calendar settings. For example, the Weekly option is available if you set the same in the Payroll Calendar.
   PAYMENT BASIS	Whether the business will pay the salary based on a daily and hourly rate, weekly or monthly basis.
   PAYMENT METHOD	Bank Transfer, cash or cheque.
   ANNUAL LEAVE ENTITLEMENT METHOD	There are four entitlement methods for employee annual leaves. Based on the method you select, you need to provide additional inputs. To view the details of each method, move the cursor over the required option. Set number of annual leave days per annumIn the ANNUAL LEAVE DAYS IN YEAR box, enter the number of annual leaves per annum. Set number of annual leave days per month in which at least 117 hours workedEnter the following inputs: HOURS WORKED PER DAY: Enter the required value. ANNUAL LEAVE DAYS IN MONTH: Based on the value entered in the above field, enter the number of annual leaves provided per month. 8% of hours worked (set hours per day)The number of annual leaves is calculated based on 8% of the total hours worked per day. In the HOURS WORKED PER DAY box, enter the number of hours worked per day. 8% of hours worked (irregular hours)
   Allow annual leave days to be carried over from previous year	Enable, if applicable.
   TAX REFUNDS
   By default, withhold PAYE/USC refund when pay is zero	Select the most appropriate option.

3. Click Continue.

ROS Certificate Upload

1. The ROS Certificate Upload page appears.

   ROS provides a unique certificate and access password for each business. To generate the RPN or to access other ROS services, you need to upload the certificate.

   Optional: To locate the certificate, click Choose File..., locate the file on your local disk and then provide the password.

   Though you may skip this step now, you must upload the certificate before generating payroll.

2. Click Continue.