How do I set up employee opening earning balances via payroll classic

1. Click the Employee menu.
2. Click the List submenu.
3. Click on the employee who needs earning amounts added.
4. Click the Opening Balances button.
5. Click the Earnings tab.
6. Enter the required earnings figures.
7. Click the Save button.
   

1. Click the Employee menu.
2. Click the List submenu.
3. Click on the employee who needs earning amounts cleared.
4. Click the Opening Balances button.
5. Click the Earnings tab.
6. Click the Clear button.
7. Click the Save button.
   

When entering leave balances, enter the balance as at the point of transition to this payroll platform (that is, as at the last pay run processed in your previous payroll platform). Partial units are entered as a decimal (e.g.: 6.5 hours) rather than as HH:MM (e.g.: 6:30). 

Earnings are the year-to-date gross values for the financial year specified. If you need to change the Initial Financial Year, click the 'Opening Balances Settings' button at the top of the page. Earnings will be allocated to the employee's primary location (set via the employee's Pay Run defaults page) at the time the data has been entered.

Enter the year-to-date deduction amounts for the financial year specified. If the pre-tax deduction amount needs to be recorded as a Reportable Employer Super contribution (pre-tax deduction), you will need to check the 'Include on P60 as RESC' checkbox accordingly if it is not already ticked. This will ensure the amount entered in this field is placed in the correct field on the employee's P60. 

Likewise, any deduction set as Member Voluntary Super (post-tax deduction) will need the 'Member voluntary super contribution' checkbox selected. This will ensure the amount entered in this field is recorded as part of an employee's super contributions.

If you were previously recording employer liabilities in your previous payroll platform, you will be able to enter those YTD figures here. 

This tab displays the RTI/FPS Payroll ID, which is the employee identifier used when transmitting data to the ATO. By default, an employee's RTI/FPS Payroll ID is identical to their employee ID (i.e. the platform generated employee ID, as opposed to the External ID).  The employee's RTI/FPS Payroll ID can be changed only if it meets the requirements of Scenario 2, Option 2 detailed in this transition article and the BMS ID of the employee's employing entity has changed. If there is no "Change" button in the employee's RTI/FPS Payroll ID field, then the BMS ID has not been changed and therefore there is no ability to change the employee's RTI/FPS Payroll ID.

If you have many employees, you can bulk import their opening balances. To access the template spreadsheet, click on 'Opening Balances Settings' at the top of the page, then click 'Export'. 

If you are migrating terminated employees' data across to this payroll platform, you can include P45 data so that you only need to access one platform for reporting and P60 purposes. You are able to select the following P45 payments:

• Type R - e.g. genuine redundancy, early retirement scheme, invalidity, compensation
• Type O - Other P45 payments not included in Type R
• Type S - where a Type R P45 was made in a previous financial year and another P45 is made in the financial year the same termination
• The same termination.

Take note of the field 'Generate P45 P60'. The default value is 'No' - if you leave this option as is, the employee's P45 P60 will not be published and so the employee will not have access to it. If you change the value to 'Yes', the employee's P45 P60 will automatically publish and they will be able to access this via their employee platform.