Adding an Employee

Andrew

Updated 16 October 2024 07:54

Once you have set up your business, the first step is to add an employee. There are 3 methods to adding employees:

Employee Self Setup. Click here to read instructions on this process; or
Importing an employee file. Click here to read instructions on this process; or
Utilising the Employee Wizard (below).

This article will provide assistance in setting up an employee using the wizard.

There are four steps you will need to complete when setting up your new employee and you will complete these actions through the payroll platform. The steps are:

Step 1: Add employee

Select Add employee either from the side employee menu or main dashboard.
This launches the Add employee wizard.
Enter the following information:

Title
First name
Middle name
Surname
Date of birth
Gender
Residential address
- (Check whether the postal address is the same as this. If it is not, enter the postal address.)
Email address
Mobile phone
Employee notifications: None/Email/SMS/Manual
Turn on self-service for this employee?: Yes/No - Turn on self-service to allow employees to view their pay slips, manage their personal details and apply for leave.

Click Next.

Step 2: Employment Details

Next select the correct employment details for the employee. These will be per what your company has set up.

Employment Agreement
Pay rate template
Pay condition rule set
Employing Entity
Start Date
Primary location
Pay Schedule
Timesheets
Employment Type
Primary Pay Category
Leave Allowance Template
Pay rate
Standard hours per day

Click Next.

Step 3: Bank Details

Then you need to set up your employee's bank account details per how they wish to get paid.

Account type: Electronic, Manual Deposit, Cash/Cheque, BPay
Account name
BSB Account number
Super Fund: Regulated, Self Managed, Employer nominated).

Step 4: Tax File Declaration

You need to complete your employee's tax declaration information.
When done, click Done.
Setup is now complete.

When the basic payroll setup for the employee is complete, the employee will receive two emails:

1. User account created - example below

2. Login details for HR payroll - example below

If you have any questions or feedback please let us know via support@yourpayroll.com.au.