Generate and publish earnings certificates | Payroll Web Platform

Overview

An earnings certificate is a summary of an employee's earnings, taxes, and deductions over the tax year. As you are not legally bound to issue earnings certificates, you can issue them at your own discretion. You can issue earnings certificates to employees at the end of each tax year, or at the end of an employee's employment. 

Availability

Payroll Plan:   Standard   Premium

Getting started

The following outlines the steps to generate and publish earnings certificates.

Generate earnings certificates

Important

Make sure that all pay runs are finalised before generating your earnings certificates.

  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Earnings Certificates button.
  4. Complete the following fields:
    • Tax year.
    • Pay schedule.
    • Location.
    • Employing entity.
  5. Click Generate earnings certificates.
    earningscertificates01.jpg

    Helpful Hint

    You will be now see a list of earnings reports which will will send as an earnings certificate.

    earningscertificates02.jpg
Publish all earnings certificates
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Earnings Certificates button.
  4. Complete the following fields:
    • Tax year.
    • Pay schedule.
    • Location.
    • Employing entity.
  5. Click the Actions button.
  6. Click the Publish Earnings Certificates button.
    earningscertificates03.jpg
  7. Click Actions button next to the employee's name.
  8. Click the Publish button.
    earningscertificates04.jpg
Publish individual earnings certificate
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Earnings Certificates button.
  4. Complete the following fields:
    • Tax year.
    • Pay schedule.
    • Location.
    • Employing entity.
  5. Click Actions button next to the employee's name.
  6. Click the Publish button.
    earningscertificates04.jpg
Notify all employees
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Earnings Certificates button.
  4. Complete the following fields:
    • Tax year.
    • Pay schedule.
    • Location.
    • Employing entity.
  5. Click the Actions button.
  6. Click the Notify All Employees button.
    earningscertificates05.jpg
Notify individual employees
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Earnings Certificates button.
  4. Complete the following fields:
    • Tax year.
    • Pay schedule.
    • Location.
    • Employing entity.
  5. Click the Action button next to the employee's name.
  6. Click the Notify button.
    earningscertificates06.jpg

Author recommended

So you have now generated and published your earnings certificates and you are now wondering what next can I do. There are two recommendations I would make on this front, and they are:

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