Integrations

Adding employees

Here we explain the process of adding a new employee

You’re going to have to add your employees before you’re able to create a pay run.

To do this, you have two options.

If you’re in the Run Payroll section and you’re yet to add an employee, there will be a button that says Add your first employee. Click on it.

Otherwise, click on the People section in the column on the left-hand side of the screen.

There will be a button that says + New Employee. Click on it.

The following screen will appear.

Fill out all of the details it asks for.

You have two options from here; you can either invite the employee to fill out the rest of their details themselves or you can add them manually.

Click the corresponding button.

If you choose to send the invitation, you will need to fill out their employment details before your invitation gets sent away.

These details include the employment type (full time, part time or casual), weekly work hours, leave loading (for part time and full time workers), casual loading (for casuals) and the pay rate.

If you employ casuals, you will need to enter weekly work hours still but don’t worry because you’re able to edit these in each of the pay runs.

When you’re happy with it all, click Send Invitation.

If you choose to add the details manually, it will first ask you for the personal details.

Enter their address and a contact number (address is compulsory, contact number is not but it is recommended). Click Next when done.

Next, you’ll be taken to the Payment and Super section.

Select the payment method from Cash or Bank.

If you select Bank, you will need to enter the employee’s bank details.

If this is something that you and your employees are not comfortable with, switch to the cash option.

The payment method is not reported to the ATO.

However, if you want to use Payroller to create an ABA file, you will need these details.

There is also a section to add the employee’s super fund.

In here, you can choose the type of super fund (regulated or self-managed), the contribution rate and search for the super company.

If the super company isn’t appearing, you can skip this section. Notify us of the super fund so we can get it added!

Click next when you’re satisfied with it all.

The next section is for the employee’s tax details.

Fill out the details as necessary.

These details include date of birth, residency status, tax file number, tax free threshold claim, HELP or TSL debt, Student Start-up Loan and Financial Supplement debt.

It’s important that all of these are correct as they will affect how much tax the system calculates.

There is also the option to submit a Tax File Number (TFN) Declaration if your employee has only just started working for you. You can do this by ticking the box.

Click Next when you’ve entered everything correctly.

The next form to fill out is the Employment Details.

These details include the employment type (full time, part time or casual), weekly work hours, leave loading (for part time and full time workers), casual loading (for casuals) and the pay rate.

If you employ casuals, you will need to enter weekly work hours still but don’t worry because you’re able to edit these in each of the pay runs.

When you’re satisfied with it all, click Add Employee.

Your first employee has now been entered into the system.

Follow this same process to add any remaining employees.