Tip

Guarantee comprehensive completion of Initial Business Settings, encompassing tasks such as configuring Pay Schedule, Entities, and Locations. Additionally, consider installing necessary awards as this step plays a pivotal role in pre-populating diverse dropdown fields. These populated fields facilitate meticulous data selection during the import procedure.

Fields to Fill Out: Employee Personal Details

• First Name
• Surname
• Date of Birth
• Gender
  • This is an optional field, default is unspecified
• Residential Address
  • This can be entered manually if it does not register on the pop-up functionality
• Email address
• Mobile phone
• Employee Notification
  • On certain occasions, the payroll system can send notifications to employees for specific reasons. The preferred method of communication with the employee can be controlled using the following options:
    • Email (RECOMMENDED): The employee will receive an email notification when their pay slip is published or when they are rostered to work one or more shifts.
    • SMS: The employee will receive an SMS notification when their pay slip is published or when they are allocated to work shifts. Please note that sending SMS messages may incur an additional cost.
    • Manual: Pay slips will be manually issued to the employee. These pay slips can be filtered for download on the 'pay slips' page. For any published shifts, the employee will not be notified.
    • No Notification: The system will not notify the employee about any published pay slips or allocated shifts.
• Self Service
  • If you will be using Employment Hero HR, select no, otherwise turn on self-service to allow employees to view their pay slips, manage their personal details and apply for leave.

Fields to Fill Out: Employment Details

Award Based Employees

• Award
• Employment Agreement
  • This section refers to the classification/level an employee is on. The selections here will be driven by what is chosen in the award field and will also populate the below fields which are crucial for your employee set up.
    • Pay Rate Template
    • Pay Condition Rule Set
    • Employment Type
    • Primary Pay Category
    • Pay Rate (this can be overridden)
• Anniversary Date
  • This is the date in which the employee reached their specific level/pay point and is used to determine any award-stipulated progression requirements. If you select someone on an award you must enter their anniversary date, which can be different from their start date.
• Employing Entity
• Start Date
• Primary Location
• Pay Schedule
• Timesheets
  • Do not use timesheets - employees will be automatically paid in the pay run based on their configured hours
  • Use timesheets - employees will need to submit a timesheet for all hours worked
  • Use timesheets for exceptions only - employees can be automatically paid in the pay run based on their configured hours and submit timesheets for either record keeping purposes or for the capturing of additional hours and payment requirements (ie TIL, OT)
• Leave Allowance Template
  • Select the correct template based on the employees state (ie NSW).
• Number of hours contracted per week
• Standard hours per day

Non-Award Based Employees

• Pay Condition Rule Set
  • This will be required if your employees will be submitting any timesheets as it will determine the payment requirements
• Employing Entity
• Start Date
• Primary Location
• Pay Schedule
• Timesheets
  • Do not use timesheets - employees will be automatically paid in the pay run based on their configured hours
  • Use timesheets - employees will need to submit a timesheet for all hours worked
  • Use timesheets for exceptions only - employees can be automatically paid in the pay run based on their configured hours and submit timesheets for either record-keeping purposes or for the capturing of additional hours and payment requirements (ie TIL, OT)
• Employment Type
• Primary Pay Category
  • Be sure to select one from under the “Your pay categories” subsection
• Leave Allowance Template
  • Be sure to select the correct one from under the “Your leave allowance templates” subsection (ie NSW)
• Pay Rate 
• Number of hours contracted per week
• Standard hours per day

Fields to Fill Out: Banking & Super

• Account Type
  • Electronic, Manual Deposit, Cash/Cheque, BPay
• Account Name
• BSB Account Number
• Super Fund
  • Regulated
    • Search for the USI, ABN or Fund Name
    • Select
    • Enter member number
  • SMSF
    • Fund Name
    • ABN
    • Account Name
    • BSB
    • Account Number
    • ESA
    • Fund Email
  • Employer Nominated

Fields to Fill Out: Tax file declaration

• Tax File Number
• Tax Calculation Options
  • You do not need to include a date signed or lodge with ATO as this can be done through the STP submission when Go Live occurs.