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.
   

Enter the employees leave entitlement at the point of transition to Employment Hero payroll (that is, as at the last pay run processed in your previous payroll platform). Leave accruals will be added automatically when you process a pay run.
Partial units are entered as a decimal (e.g.: 6.5 hours) rather than as HH:MM (e.g.: 6:30). 
If the employee has taken a portion of their prorated leave, enter this as a negative value. 

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 payment summary 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 payment summary. 

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 STP Payroll ID, which is the employee identifier used when transmitting data to the ATO. By default, an employee's STP Payroll ID is identical to their employee ID (i.e. the platform generated employee ID, as opposed to the External ID).  The employee's STP 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 STP Payroll ID field, then the BMS ID has not been changed and therefore there is no ability to change the employee's STP 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 ETP data so that you only need to access one platform for reporting and payment summary purposes. You are able to select the following ETP payments:

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

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 The default value is 'No' - if you leave this option as is, the employee's ETP Payment Summary will not be published and so the employee will not have access to it.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