Payroll forms – find them by task

As a school payroll administrator, use this page to direct you to the correct form based on what you want to tell payroll.

Find your payroll form using this list if you already know the name of the form you are looking for.

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A

Additional hours

Pay additional hours worked to a:

• caretaker, cleaner, canteen worker or groundstaff member
• support staff member
• teacher

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Address

Change an address

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Allowances

Pay one-off allowance due to a:

• bus controller: complete Bus Controller Allowance Claim Form
• caretaker, cleaner, canteen worker or groundstaff member
• support staff member
• teacher

Add or change allowance for a:

• support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• teacher

Pay a higher duties allowance to a teacher

Apply for a:

• Maori immersion teacher allowance: complete MITA Form
• tutor teacher allowance: complete Tutor Teacher Allowance Form

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Annualisation

• Apply for annualisation for a support staff member
• Advise leave
• Change permanent hours or pay rate
• Change qualification or first aid allowance
• Pay overtime or additional hours
• Stop annualisation
• Advise resignation, or end of employment or job

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Appointments

Advise a new appointment or new job for a:

• support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• teacher

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Authorised email

• Sign up to send school payroll instructions by email
• Change email address from which school payroll instructions are sent

B

Bank account

Change a bank account

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Board of trustees

Pay board of trustees’ payment

C

Casual hours

Pay casual hours worked to a:

• caretaker, cleaner, canteen worker or groundstaff member
• support staff member

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Childcare credit

Request a childcare credit for a teacher

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Contact details

Change contact details

D

Death

Advise death

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Department code

Change a department code

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Designation code

Change designation code for a:

• support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• teacher

E

e-Increments

Sign up to receive, or change the email address that receives e-Increment reports for teachers

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e-Leave

Sign up to receive, or change the email address that receives e-Leave reports

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Email input

Sign up to send, or change the email address used to send payroll instructions by email

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e-Payslip

Sign up to receive, or change the email address that receives e-Payslip

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e-SUE

Sign up to receive, or change the email address that receives e-SUE

F

Funding code

Change a teacher’s funding code:

• for the future, or within the last two pay periods where you made an error
• outside of the last two pay periods. Complete the Request for Banking Staffing Adjustments Form

G

Grade

Change the grade for a support staff member (including caretakers, cleaners, canteen workers, groundstaff)

H

Hours

Change hours a week for a:

• support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• support staff member who is annualised
• teacher

I

Increments

• Advise increment due for a support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• Sign up to receive, or change the email address that receives increment reports

Individual employment agreement (IEA)

Advise a new individual employment agreement has been signed by a:

• support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• teacher

K

KiwiSaver

Advise KiwiSaver auto enrolment, joining by opting in, or already a KiwiSaver member

L

Leave

• Advise leave
• Sign up to receive, or change the email address that receives e-Leave reports

M

Maternity grant

Pay a maternity grant or ex-gratia parental payment

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Medical retirement

Advise medical retirement

N

Name

Change name

O

Overtime

Pay overtime worked to a:

• caretaker, cleaner, canteen worker or groundstaff member
• support staff member
• part-time teacher who is not a reliever

P

Pay rate

Change pay rate for a:

• support staff member (including caretakers, cleaners, canteen workers, groundstaff)
• support staff member who is annualised

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Personal details

Change personal details

Q

Qualifications

Request a:

• new or improved qualification assessment for a teacher
• salary assessment for a teacher

R

Recruitment, retention and responsibility payment

Add or change a recruitment, retention and responsibility payment for a teacher

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Redundancy

Advise a redundancy

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Resignation

Advise a resignation, or end of employment or job

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Retirement

Advise retirement

S

Salary

Request a salary assessment for a teacher

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Salary cards

Request a copy of salary cards for a teacher

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Salary units

Add or change a salary unit for a teacher

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Service increment

Request a service increment for a teacher

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Statement of service

Request a statement of service for a teacher

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Step

Change the step for a support staff member (including caretakers, cleaners, canteen workers, groundstaff)

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SUE

Sign up to receive, or change the email address that receives SUE reports

T

Tax code

Change a tax code

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Tenure

Change a teacher’s tenure

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Timesheets

Pay hours worked to:

• an adult and community education staff member
• a caretaker, cleaner, canteen worker or groundstaff member
• an out-of-hours music or art staff member
• a relief teacher
• a support staff member

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Title

Change title

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Transfer

Advise a job transfer to another school

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Travel

Pay travel to a relief teacher

U

Units

Add or change a unit for a teacher