Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium
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.
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.
- Log into your Employment Hero Payroll classic platform.
- Click the Reports menu.
- Click the Earnings Certificates button.
- Complete the following fields:
- Tax year.
- Pay schedule.
- Location.
- Employing entity.
- Click Generate earnings certificates.
Helpful Hint
You will be now see a list of earnings reports which will will send as an earnings certificate.
Publish all earnings certificates
- Log into your Employment Hero Payroll classic platform.
- Click the Reports menu.
- Click the Earnings Certificates button.
- Complete the following fields:
- Tax year.
- Pay schedule.
- Location.
- Employing entity.
- Click the Actions button.
- Click the Publish Earnings Certificates button.
- Click Actions button next to the employee's name.
- Click the Publish button.
Publish individual earnings certificate
- Log into your Employment Hero Payroll classic platform.
- Click the Reports menu.
- Click the Earnings Certificates button.
- Complete the following fields:
- Tax year.
- Pay schedule.
- Location.
- Employing entity.
- Click Actions button next to the employee's name.
- Click the Publish button.
Notify all employees
- Log into your Employment Hero Payroll classic platform.
- Click the Reports menu.
- Click the Earnings Certificates button.
- Complete the following fields:
- Tax year.
- Pay schedule.
- Location.
- Employing entity.
- Click the Actions button.
- Click the Notify All Employees button.
Notify individual employees
- Log into your Employment Hero Payroll classic platform.
- Click the Reports menu.
- Click the Earnings Certificates button.
- Complete the following fields:
- Tax year.
- Pay schedule.
- Location.
- Employing entity.
- Click the Action button next to the employee's name.
- Click the Notify button.
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