Congratulations on setting up your new payroll platform! Now that your payroll platform is up and running, you are set to experience greater efficiency, accuracy, and a smoother payroll management process.
Before you go, we recommend that you read the three points below so you can navigate your payroll platform with greater confidence:
STP - Create and lodge an event
When you initiate a payment by creating a pay run for an employee subject to tax withholding, it is mandatory to submit a pay event to the ATO on or before the payment date. This is a requirement even if the withholding amount is $0. Examples include when an employee's gross income falls below the tax-free threshold, or when an employee receives no net pay due to actions like repaying advances or overpayments to the employer. More information on STP can be found here.
Once a pay run has been finalised, you need to lodge a corresponding pay event with the ATO.
Helpful Hint
Once you have lodged the pay event, you can navigate away from the page and check the submission status in your Dashboard. The status icons are as follows:
- Green icon - Pay run has successfully been lodged with the ATO
- Orange icon - Pay run lodgement is still pending with the ATO
- Red icon - Pay run lodgement with the ATO has failed
Publish payslips
Once a pay run has been finalised, you can send pay slip notifications to your employees in a few clicks.
Follow the steps:
- Log into your Employment Hero Payroll platform.
- Click the Pay Runs menu.
- Select the finalised pay run you want to publish.
- Click Publish Payslips.
This triggers a notification to your employees to inform them that their pay has been processed.
You can send pay slip notifications via email or SMS. The email address configured in the Payslip settings, under Payroll settings, serves as the sender's email for outgoing pay-slip emails. Other outgoing emails are sent from the email address specified in the Contact Email Address under Payroll Settings Details.
To manually distribute pay slips, select Pay slips in the pay run actions bar. You can select either All Pay-slips or Manual Notifications, the latter of which is for employees not receiving electronic notifications. If necessary, you can filter payslips by employee location.
To print pay-slips, go to Manual Notifications and click View Payslips. For a PDF version, select Download Payslips.
For more information, please see this help article.
By default, the email address from which the Report Pack email is sent is the one specified in the Contact Email Address field in Business Settings.
Helpful Hint
From the HR platform, payslips are generated as part of an overnight batch. Employees can access these on the subsequent day.
Report packs
With Report Packs, you can:
- Set up schedules for ongoing automated reporting
- Include recipients who do not have account access via email delivery
- Save time with automatic downloading, saving, and emailing of reports. This feature incorporates all available reports except Rostering and ATO Reporting reports.
Helpful Hint
By default, the email address from which the Report Pack email is sent is the one specified in the Contact Email Address field in Business Settings.
To specify when the Report Pack should be sent, use Set up a schedule to define frequency, day, and time for recurring deliveries. Alternatively, Send out at these times to set up one-time scheduling. Use the Add another time to set multiple dates and times.