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Set up advanced payroll in Reckon One

If you’ve recently moved from Reckon Accounts, this guide will walk you through advanced payroll features in Reckon One to help you save time and process payroll more efficiently.

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Step 1: Set pay run preferences

Save time when processing pay runs, by limiting the amount of settings you need to adjust each time.

Set your preferences for how you want pay items populated in a pay run, and whether you want ordinary earnings to be automatically reduced when an employee takes leave.

Step 2: Create pay schedules to manage recurring pay runs

If you pay employees in a regular, predictable cadence, set up pay schedules.

Pay schedules automatically populate the pay run period, pay date, and included employees each time you start a new pay run.

Helping you create pay runs more efficiently and reduce potential errors.

 

Step 3: Automatically record wages in your book

Automatic payments takes the manual work out of your record-keeping. Each time you mark a pay run as paid, wages are automatically recorded as payment transactions in your book, and you can create an ABA file directly from the pay run – making it easier to pay your team and keep your records up to date.

Step 4: Invite employees to Reckon Mate

Inviting your employees to the Reckon Mate app puts their payslips and leave information right in their pocket, so fewer “Can you resend my payslip?” messages land in yours.

 
 

Step 5: Onboarding new employees? Try self-onboarding!

Self-onboarding reduces the time you spend entering new employee data into Reckon One. Invite your new employees to self-onboard, let them go through our guided onboarding process in the Reckon Mate app, then complete their onboarding by adding a few final details in Reckon One. Save time, reduce errors, and get those new employees to work faster!

 

Step 6: Manage employees on awards and agreements

(Payroll Plus & Premium only)

 

If your team is paid under awards or employee agreements, pay templates and agreements in Reckon One help you apply the right rules every time. Once set up, payroll is faster, more accurate, and easier to manage as your workforce grows.

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Frequently asked questions

How long does it take to set up Reckon One?
Setup time depends on your business and the features you’re using. If you’re starting fresh, you can work through this guide at your own pace and complete the steps that are relevant to you. You don’t need to set everything up at once.
What do I need to have ready before I start?
It helps to have your business details, bank account information and any existing accounting records handy. If you’re setting up payroll, you’ll also need your employee details, pay information and superannuation fund details.
Can I set up accounting first and add payroll later?
Yes. You can start with Reckon One accounting and add payroll later when you’re ready. Reckon One lets you change your plan as your business needs change.
Can I import my existing customer and supplier lists?

Yes, Reckon offers a free data migration service that can transfer your customer and supplier lists, chart of accounts, item list and employee details into Reckon One.

Do I need an accountant to set this up?

No. Reckon One is designed so you can set up and manage your business yourself using our step-by-step guides. If you work with an accountant or bookkeeper, you can also give them access to your Reckon One book so they can help when needed.

Where do I get help if I get stuck partway through?

There’s plenty of help available. Visit the Reckon Help Centre for step-by-step articles, ask a question in the Reckon Community, or contact Reckon Support for personalised help.