Use the Current New Zealand Employee Tax Codes wizard to use Activate to import employee tax information for New Zealand. With this wizard, you can use a simpler template than the standard HR Import template.
Note: This wizard shows in the Load Your Data section only if there’s at least one New Zealand pay group.
Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration. To streamline the import, First Name and Last Name are excluded when not required.
Prerequisites
None.
Using this wizard
You’ll do the following in the Current New Zealand Employee Tax Codes wizard:
Use the Tax Info Data NZL template to upload employee tax information for New Zealand.
Use the NZL Tax Review page to review the data and make that it’s correct. If any errors show on this page, you must correct them to continue. You can correct the data in the grid or update the template file and upload it again.
Data on this page includes:
- Employee Identifier
- First Name
- Last Name
- Effective Start Date
- Tax Code
- STC/WT Tax Rate
- URT Special Deduction Rate
- Commissioner Deduction Balance
- Commissioner Deduction Rate
- Voluntary SL Amount
- Voluntary SL Percent
- SDR Special Rate
- Include Threshold for SDR Special Rate
When the New Zealand employee tax code information is complete in Activate, you must install it in Dayforce.
Messages: Error, Warning, and Information
Activate sorts each generated message by severity:
Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.
Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if an earning code is defined as Hours x Rate and the data is amount only, the system creates a warning. However, you can still import the data into the system.
A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.
Tasks
- In Activate Central, click Load Your Data. The Load Your Data wizards show.
- Click Current New Zealand Employee Tax Codes.
-
On the NZL Tax Data page, click Download.
Note: You can also download an empty Current New Zealand Employee Tax Codes template from the Download Template Files page.
- Select the location where you want to save the template document.
-
Open the
TaxInfoDataTemplateNZL.xlsxtemplate on your computer.Note: The Activate release version shows in cell B3 on the Instructions tab of the template. With this information, you can determine the version of Activate that you were using when you downloaded the template.
- On the TaxInfoDataNZL tab, complete all columns with the data for all employees in the organization.
Note: Instructions for populating the fields are in the Tax Info Data Template Fields section (below) and on the Instructions tab of the template.
-
Click Save and close the template.
You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.
Important: The uploaded template must be the current Excel template file downloaded from Activate. Old templates aren’t accepted.
Important: Don’t change the name of the tab in the template. Activate uses the tab name to validate that the correct template is being uploaded. Also, don’t change the column headings.
-
On the NZL Tax Data page, click Upload.
Activate validates that the data is in the list of accepted values for New Zealand.
- Go to the completed template in the location where you saved it.
-
Click Open.
The Current New Zealand Employee Tax Codes wizard validates the uploaded file.
Note: When you upload an Excel file, Activate includes the name of the uploaded file into the name of the XML file it generates and loads to the Dayforce File Server. The format of the generated XML file name is <NamespaceName>_<Import Type>_<file name provided>_YYY-MM-DD_HHMM. This information makes it easier to audit files later.
Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.
- Click Next.
- Review the information shown in the grid.
Important: If the Error/Warning/Message panel shows any errors, you must resolve them to continue.
Activate validates that the data provided in the optional fields aligns with what Dayforce accepts based on the Tax Code value.
-
On the TaxInfoDataNZL tab, complete all columns with the data for all employees in the organization.
Note: Instructions for populating the fields are in the Tax Info Data Template Fields section (below) and on the Instructions tab of the template.
- To make updates to data on the page:
To insert a new row in the grid, click the row where you want to insert it and click New.
To delete a row, click the row and click Delete.
- To download the error message list and save it to your computer, click Download Errors File.
- To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.
To save information in the grid to your computer, click Download File and save it to the location you want.
To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.
To remove changes that you don’t want to save, click Refresh.
- When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
When the data is correct in Activate, you must install it in Dayforce.
- Click Done & Install. A message shows stating that you’re going to install the new data.
-
Click one of the following:
- Cancel to return to the previous page.
- OK to continue.
Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.
The Load page opens with a list of the steps to be completed and an estimate of how long the installation should take to complete. The list indicates the scenario being executed–whether Activate is doing a reconfigure only, a reconfigure that includes new levels, or it’s adding new groups. The estimated installation time reflects the respective scenario being installed.
During the installation, the current step in the process shows in bold text so you can monitor the progress.
-
Click one of the following:
- Add Email and enter your email address to be notified when the installation process ends instead of waiting for it to finish.
- Next when the installation is complete.
Activate Central opens with the wizard name now in green text and a green checkmark next to it. The day, date, and time of completion show, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) also shows.
Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.
Results
The data uploaded from the Tax Info Data NZL template populates the fields on the following pages in Dayforce.
Note: You must select an employee if you haven’t done so already.
| Field in Template | Field in Dayforce | Page in Dayforce |
|---|---|---|
| Employee Identifier | Employee Reference / Number |
Employee (People icon)
|
| First Name | First Name | |
| Last Name | Last Name | |
| Effective Start Date | Effective Start |
Tax Definitions page for a New Zealand employee
|
| Tax Code | Tax Code | |
| STC/WT Tax Rate | STC/WT Tax Rate | |
| URT Special Deduction Rate | URT Special Deduction Rate | |
| Commissioner Deduction Balance | Commissioner Deduction Balance | |
|
Commissioner Deduction Rate |
Commissioner Deduction Rate |
|
|
Voluntary SL Amount |
Voluntary SL Amount |
|
|
Voluntary SL Percent |
Voluntary SL Percent |
|
|
SDR Special Rate |
SDR Special Rate |
|
|
Include Threshold for SDR Special Rate |
Include Threshold for SDR Special Rate |
|
|
ESCT Rate |
ESCT Rate |
|
|
ESCT Effective Start Date |
ESCT Effective Start Date |
|
|
ESCT Effective End Date |
ESCT Effective End Date |
After completing the Current New Zealand Employee Tax Codes wizard, a single import file is automatically generated and placed on the customer's FTP site.
Benefit Elections Import
- FTP Subdirectory: EmployeeImport
- Filename: <Namespace> -EmployeeImport-DepBenElect-<DateTime>.xml
<?xml version="1.0" encoding="UTF-8"?>
-<EmployeeImport>
-<Employee>
<XRefCode>0002</XRefCode>
<FirstName>Raffarty</FirstName>
<LastName>Coenraets</LastName>
-<NZLTax>
<EffectiveStart>2020-04-01</EffectiveStart>
<EmployeeTaxCode>M</EmployeeTaxCode>
</NZLTax>
</Employee>
-<Employee>
<XRefCode>0003</XRefCode>
<EmployeeNumber>0003</EmployeeNumber>
<FirstName>Rhea</FirstName>
<LastName>Tarbin</LastName>
-<NZLTax>
<EffectiveStart>2021-04-01</EffectiveStart>
<EmployeeTaxCode>SB SL</EmployeeTaxCode>
<URTSpecialDeductionRate>10</URTSpecialDeductionRate>
<CommissionerDeductionBalance>300</CommissionerDeductionBalance>
<CommissionerDeductionRate>3</CommissionerDeductionRate>
<VoluntaryDeductionAmount>1.33</VoluntaryDeductionAmount>
<VoluntaryDeductionAmountType>Percent</VoluntaryDeductionAmountType>
<SpecialTaxStudentLoanRate>10</SpecialTaxStudentLoanRate>
<SpecialTaxRateIncludeThreshold>0</SpecialTaxRateIncludeThreshold>
</NZLTax>
</Employee>
-<Employee>
<XRefCode>0011</XRefCode>
<FirstName>Freddie</FirstName>
<LastName>Grellis</LastName>
-<NZLTax>
<EffectiveStart>2021-04-01</EffectiveStart>
<EmployeeTaxCode>S</EmployeeTaxCode>
</NZLTax>
</Employee>
-<Employee>
<XRefCode>0013</XRefCode>
<FirstName>Dolores</FirstName>
<LastName>Creech</LastName>
-<NZLTax>
<EffectiveStart>2018-11-23</EffectiveStart>
<EmployeeTaxCode>STC</EmployeeTaxCode>
<SpecialTaxStudentLoanRate>5</SpecialTaxStudentLoanRate>
<SpecialTaxRateIncludeThreshold>1</SpecialTaxRateIncludeThreshold>
<SpecialSchedularTaxCodeRate>7.5</SpecialSchedularTaxCodeRate>
</NZLTax>
</Employee>
</EmployeeImport>Tax Info Data template fields
All templates have the same basic structure:
- Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
- Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.
All number ranges in the templates include the numbers at both ends of the range.
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 1 |
Alphanumeric.
Unique value between 1–40 characters.
For Canadian pay groups, a unique value between 1–9 characters. |
It allows our system to identify employees uniquely. Use the same number assigned to the employee in the Getting Started HR data loads. Note: Upon upload of the template data, Activate converts any lowercase alpha characters found in the Employee Identifier field to uppercase. |
3241245 000000006 abc123499 |
In the context of this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce. |
| Data Type | Description | Examples | Why This Is Needed | |
|---|---|---|---|---|
| 2 | String1 between 1–64 characters. |
The legal first name of the employee. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data. |
Joe |
The Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce. |
1 Special characters accepted in the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 3 | String1 between 1–64 characters. |
Legal last name of the employee. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data. |
Smith |
The Employee Identifier, First Name, and Last Namehelp users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce. |
1 Special characters accepted in the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 4 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | Start date for the tax record. |
Date formatted cells:
Text formatted cells:
|
This date identifies when this tax declaration begins. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 5 | Accepted Values: Any of the tax codes listed on the IR330 form ND. |
Specify the Employee Tax Code. Use ND if no IRD number or tax code was applied. Refer to the IRD website for the official list of tax codes: https://www.ird.govt.nz/income-tax/income-tax-for-individuals/tax-codes-and-tax-rates-for-individuals/tax-codes-for-individuals | M
ME SL CAE STC ND |
Required to determine the correct tax amounts. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 6 | Numeric 0 to 100. | Provide the special tax rate if the Employee Tax Code is STC or WT. | 13.4
25 |
Required to determine the correct tax amounts. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 7 | Numeric 0 to 11. | Employees who earn less than the Student Loan repayment threshold from their main job can apply to IR to allocate the unused repayment threshold (URT) towards a secondary job and pay a reduced rate. In this case, provide the special deduction rate. | 7.5 9 |
Required to determine the correct Student Loan repayment. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 8 | Numeric 0 to 99999999.99. | IR might require additional student loan deductions to be made using SLCIR or “Commissioner Deduction.“ Enter the total amount to recover, as specified in the IR notice. | 500
650 |
Required to determine the correct Student Loan repayment |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 9 | Numeric 0 to 5. | Enter the percentage rate to use for the SLCIR Commissioner deduction, as specified in the IR notice. | 3 | Required to determine the correct Student Loan repayment. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 10 | Numeric 0 to 99999999.99. | Specify the fixed amount selected by employees who want to pay more towards their student loan as an SLBOR deduction. Employees can’t select both Voluntary Amount and Voluntary Percent at the same time. | 100
45 |
Required to determine the correct Student Loan repayment. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 11 | Numeric 0 to 100. | Specify the percentage rate selected by employees who want to pay more towards their student loan as an SLBOR deduction. Employees can’t select both Voluntary Amount and Voluntary Percent at the same time. | 6 | Required to determine the correct Student Loan repayment. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 12 | Numeric 0 to 12. | For employees with a special deduction rate (SDR) certificate from IR, provide the student loan percentage rate from the certificate. | 6 | Required to determine the correct Student Loan repayment. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 13 | Accepted Values:
YES NO |
Indicate whether the special tax rate from the SDR certificate includes a threshold limit. | YES
NO |
Required to determine the correct Student Loan repayment. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 14 | Accepted Values:
10.5 17.5 30.0 33.0 39.0 System Calculated. |
Required to determine the Employer Superannuation Contribution Tax rate. | 10.5
17.5 30.0 33.0 39.0 System Calculated |
Required to determine the Employer Superannuation Contribution Tax rate. Where not provided, this field defaults to System Calculated. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 15 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | The start of the financial year that the ESCT rate applies to. |
Date formatted cells: 09/24/2015
Text formatted cells:
|
This date identifies when this ESCT declaration start. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 16 | Date. Excel right-justified date format or Excel text format yyyy-mm-dd. | The end of the financial year that the ESCT rate applies to. |
Date formatted cells:
Text formatted cells:
|
This date is used to identify when this ESCT declaration end. |