Start of Year step-by-step process

This page takes you through the steps to complete your school's Start of Year tasks.

Please ensure that any changes you need to make have been made before the Start of Year screen closes at 5pm Friday, 1 March 2024.




1 Download the Start of Year 2024 Guide for full instructions
Start of Year 2024 Guide (PDF, 1.5MB)
2 Log in to EdPay and go to the Start of Year screen
Use the 'Forgot my password' link on the EdPay log in screen, or your payroll advisor can help with this if needed.

EdPay > My Employees > Start of Year
3 Download your Start of Year report and Pay Ending report to identify any changes for existing staff
1. EdPay > My employees > Start of Year Screen > Summary tab > Download SOY report

2. EdPay > Reports > Pay Ending report

Read more about the reports and how to download them 
Start of Year reports
4 Enter your school's 2024 term dates
Start of Year screen > School Term Dates
5 Restart term-time only non-teachers and fixed-term teachers
Start of Year screen > Restart Employees
6 Change hours for part-time teachers or non-teachers (without a work pattern)
Start of Year screen > Change Hours
7 Make any other employee's pay details needed in 2024
EdPay > My Employees > Select employee name

To check whether changes need to be made in the employee's Job screen, in the Start of Year screen or by sending a form, use the Start of Year actions tool 
8 Set up new staff in EdPay
EdPay > My Employees > Add an employee

Some new staff may need to submit a salary assessment if there is there first teaching job in the NZ state sector, or they have had a break for two years or more, or if they have new qualifications or work experience.

For more info about how to apply go to Salary assessments 
9 Terminate jobs for employees not returning in 2024
Go to EdPay training > Terminate job
10 Download a final copy of the Start of Year report to check all info has been entered. Keep a copy of the report for your records (EPL does not need a copy). EdPay > My employees > Start of Year Screen > Summary tab > Download SOY report