Welcome to your EOFY Tasks Lists for Employment Hero HR users. Whether you're connected to EH Payroll or using HR only, this page brings together everything you need to know and action to smoothly close out the financial year.
From pay and super updates to WGEA reporting and performance reviews, we've got you covered.
📌 Jump to a section:
- Managing Pay During EOFY
- Superannuation Increases
- Award & Classification Updates
- Integration & Data Management
- HR Essentials to Prepare for EOFY
- WGEA Reporting
- Other EOFY HR Tasks
📌 Managing Pay During EOFY
💰 Pay Increases and Salary Adjustments
Ensure your employees' pay rates are accurate and reflect any upcoming increases.
- How to edit salary history, work hours and pay run details
- Set up and run a compensation review (Compensation Tool)
- Interactive Compensation Tool demo (Navattic)
🧾 Superannuation Increases
Make sure super rate changes are correctly applied before the new financial year.
If connected to EH Payroll:
If not connected to payroll:
🏷️ Award & Classification Updates
Apply Fair Work Commission award updates to ensure you're compliant.
🔄 Integration & Data Management
Ensure all your systems are in sync for a smooth EOFY process.
🧾 HR Essentials to Prepare for EOFY
🧑💼 Performance Reviews
Wrap up the financial year by reviewing employee performance.
📄 Document Management
Easily distribute policies, contracts or other essential documents.
- Bulk issue documents to employees
- Issue HR documents – Advanced Editor (Video)
- Document Templates – Basic Editor (Video)
📊 WGEA Reporting
As part of your EOFY preparation, you may need to compile data for Workplace Gender Equality Agency (WGEA) reporting.
While Employment Hero's HR platform includes a Workforce Snapshot Report, it's important to note that this report provides a high-level overview only and does not allow for data drilling.
📘 View Workforce Snapshot Report
Get a quick overview of employee metrics relevant to WGEA reporting.
For more detailed data, we recommend using the tools and reports below:
📥 Advanced Import CSV
To export comprehensive employee data:
- Go to Personnel Employees Import Employees
- Download the file titled Advanced Import Employees (including pay details)
- This spreadsheet includes key WGEA-relevant information such as:
- Gender
- Salary
- Employment type (e.g. full-time, part-time)
- Commencement date
- If you need data for terminated employees, tick the "Include terminated users" box before downloading
🧾 Leave Reports
To extract information related to employee leave, such as parental leave:
- Navigate to Reports Leave Reports
- Click on any segment of the Leave Taken graph to open detailed data
- Use the filters to refine the report by leave type or date range
- Tick "Include terminated users" if needed
- Click Download CSV to export the filtered data
This is especially useful for organisations reporting on extended parental leave and other WGEA leave categories.
📊 Custom Reports
For tailored reporting needs:
- Go to Reports Custom Report
- Create a new report to extract only the specific data required for your WGEA submission
- Include fields such as job title, pay grade, gender, hours worked, and contract type
- Download your report as a CSV for upload or review
💡 Tip: Save this as a "WGEA Custom Report" to reuse for future EOFY or compliance requirements.
🧮 Payroll Reports (for EH Payroll users)
If your organisation uses Employment Hero Payroll, you can access a range of reports to support WGEA reporting needs:
- Payroll Reports: Track wages and superannuation
- ATO Reporting: Confirm submission history and employee-level summaries
- Time and Attendance: Review employee hours and patterns
- Employee Reports: Export details on employment classifications and pay structures
👉 For guidance on which payroll reports contain WGEA-relevant data:
Manage WGEA Reporting using Payroll Reports
🎯 Other EOFY HR Tasks
✅ Goals & 360 Reviews
Close the year with performance and development planning:
🧠 Workforce Planning
Forecast your workforce needs for the new year.