Payroller - Guide | Manual
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Welcome to our user guide
Quick Overview
Setting up as a business
Setting up as an agent
Adding employees
Signing up for a subscription to create a pay run.
Creating pay runs
Submitting STP
Changing from another payroll software (Xero, MYOB, Reckon)
Registering your account
Registering
Getting set up
Verification email
Invite your Agent
Setting up your employees
Adding employees
Adding opening balances
Using pay template
Editing employee details
Changing the status of your employee (active, inactive, roster-only)
Deleting an employee
Recovering deleted employees
Customising your Employee Status for your subscription
subscriptions (Employers)
Signing up for a subscription
Downloading an invoice of your subscription payment as an employer
Updating your card details for your subscription
Editing the number of employee spots on your subscription
Editing the subscription type to a monthly or an annual subscription
Adding employee seats to your subscriptions from your employee onboarding
Cancelling your subscription as an employer
Giving access to your agent to update your subscription
Subscriptions (Agents)
Signing up for a subscription for your clients as an agent.
Updating the card details for client subscriptions for agents
Downloading an invoice of a subscription payment for a client as an agent
How to cancel your client's subscription as an agent
How to change who is paying for the subscription as an agent (client pays or agent pays)
How to edit the number of active employee seats on my client’s subscription as an agent
Creating pay runs
Creating and submitting pay runs
Pay period, pay period end date and payment date
Adjust pay run
Adding/editing work hours
Editing pay rate in a pay run
Adding Commission/lump sum
Viewing and Adjusting Superannuation
Removing the $450 Super guarantee threshold on the pay run
Edit super guarantee
Adding employer contribution (superannuation)
Adding salary sacrifice
Adding extra hours
Adding leave to a pay run
Adding an allowance
Adding a deduction
Adding a bonus/commission
Adding a reimbursement
Fringe Benefits
Review pay run
Edit leave accrued
Edit tax
Send/view/print payslips
Different pay run statuses
Editing a pay run (Update Event)
Removing a pay run that has been submitted to the ATO (STP Done)
Deleting a pay run that has not been submitted to the ATO (draft/done)
Single Touch Payroll
Enable or Disable STP
Software ID
Business Management Software (BMS) ID
Branch Number
Registering with the ATO
Registering your clients with the ATO as an agent
Submitting STP to the ATO
Functions
Adding/requesting leave (not in a pay run)
TFN Declaration
Downloading an ABA file
Finalise reporting for the financial year
Termination Payment
Quarterly Pay Run
Adding paid parental leave
Different pay periods
Long Service Leave
Approving leave requests
Accessing your account
Logging in
Resetting your password
Two Factor Authentication 2FA
FAQ on 2 Factor Authentication
Settings
How to add a logo to your payslips
How to update your business name, address, and contact number
Changing ABN
Adding a WPN
Edit the business hours for calculating requested and scheduled leave
Set the Payroll Start Date of your first payrun
Set the Pay run period of your payruns
How to edit the roster start date
Allow Long service leave
Show leave balance on payslips
Unlink your agent from your account
Change email address
Agent Account
Changing to an Agent Account
Agent Portal
Adding clients by Invitation
Importing clients and employees
Accessing your clients' payroll
How to edit a client's email address from the agent portal
Bulk Payroll and STP
Setting up White Label
Adding team members
Deleting clients
Hiding your profile or the demo profile
Unlink your client from your agent portal
Integrations
Xero Integration
Other
How to request a feature
Mobile App
How to login to an existing account on the mobile app
How to create an account on the Payroller mobile app
How to add an employee on the Payroller mobile app
How to add opening balance to the Payroller mobile app
How to use the pay template on the Payroller mobile app
How to remove an employee on the Payroller mobile app
How to indicate that your employee is a closely held payee on the Payroller mobile app
How to do a pay run on the Payroller mobile app
How to edit tax or super on Payroller mobile app
How to add allowances on the Payroller mobile app
How to add paid parental leave on the Payroller mobile app
How to add child support deductions and garnishees on the Payroller Mobile App
How to add worker's compensation on the Payroller mobile app
How to enter overtime on the Payroller mobile app
How to add termination pay to your pay run on the Payroller mobile app
How to finalise STP on the Payroller mobile app
How to edit a pay run that has been submitted to the ATO on the Payroller mobile app
How to remove a pay run that has not been submitted to the ATO on the Payroller mobile app
How to remove a pay run that has been submitted to the ATO on the Payroller mobile app
How to set your payroll start date of your first pay run on the Payroller mobile app
How to set your pay period on the Payroller mobile app
How to change your business name on the payslip on the Payroller mobile app
Edit the business hours for calculating requested and scheduled leave on the Payroller mobile app
How to show annual leave balance on your employee payslip on the Payroller mobile app
How to show sick leave balance on your employee payslip on the Payroller mobile app
How to allow your employees to accumulate long service leave on the Payroller mobile app
How to submit a leave request as an employer for your employees on the Payroller mobile app
How to delete a leave request on the Payroller mobile app
Superannuation
Setting up Beam (Super clearing house)
How to submit a super payment
Setting up a default super account for a new member
How to resubmit a super payment that has been refunded
How to move a super batch from the "Ignored" tab to the "Ready to submit" tab.
How to ignore a super batch from SuperStream
JobKeeper
JobKeeper (March to September 2020)
JobKeeper Extension (October 2020 - March 2021)
JobMaker
How to nominate an employee for JobMaker
How to make a JobMaker claim
How to cancel a JobMaker nomination
Employee App
How to create an employee account
How to request leave for employees
How to switch companies for employees on the employee app
How to view your payslips for employees
How to accept or reject a shift for employees
How to view rostered shifts for employees
How to clock in and clock off for a shift as an employee
Timesheets and Rostering
How to add a shift / How to set a roster
How to copy and paste a roster / How to copy and paste a shift
How to publish a roster and send it to your employees
How to edit a roster
How to edit the roster start date
How to delete a shift in a roster
How to add a timesheet
How to approve a timesheet
How to make a pay run with a timesheet
How to make a recurring shift
How to add a meal/rest break in a shift/timesheet
How to edit a timesheet
How to delete/reject a timesheet
STP Phase 2
STP Phase 2
FAQ on STP Phase 2
How to update your staff for STP Phase 2
How to mark that you are registered for the Working Holiday Maker scheme
How to indicate that your employee is a closely held payee
How to add child support deductions and garnishees
How to add Ancillary/Defence leave
How to add worker's compensation
How to add paid parental leave on STP Phase 2
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Recovering deleted employees
Here we will go over how to recover deleted employees
To recover employees who have been deleted, go to the People section in the left-hand column.
If you accidentally removed the employee and need to recover them you can select the three dots next to "+ New Employee" and select view removed employees.
Your deleted employee will now show on the list.
If you would like to reinstate the employee click the settings icon of the deleted employee
Select "Change Status"
Select "Set as roster only employee"
Then activate or deactivate as required.
Your employee has now been recovered.
Setting up your employees - Previous
Deleting an employee
Next - Setting up your employees
Customising your Employee Status for your subscription
Last modified 5mo ago
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