Adding an Employee

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

  1. Employee Self Setup. Click here to read instructions on this process; or
  2. Importing an employee file. Click here to read instructions on this process; or
  3. 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
  1. Select Add employee either from the side employee menu or main dashboard.
  2. This launches the Add employee wizard.
  3. Enter the following information:
  • Title
  • First name
  • Middle name
  • Surname
  • Date of birth
  • Gender
  • Residential address (check is postal address is same, if not enter postal address).
  • Emial 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.
  1. Click Next.

Step 2: Employment Details
  1. 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
  1. 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
  1. You need to complete your employee's tax declaration information.
  2. When done, click Done.
  3. 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

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