Employee Defaults

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On your Payroll home screen, tap Employee Defaults.

Note: These are the settings you selected when you completed your Business Setup. You can now tweak these according to your business needs. 

 

 

On this screen, there are eight sections:

1. Employment Basis
2. Pay Basis
3. Public Holiday Group
4. Tax File Number (TFN)
5. TFN Declaration
6. Super Number
7. Super Funds
8. Set to SGC Statutory (9.5%)

First, tap Employment Basis. 

 

Employee Defaults > Employment Basis

Select your Employment Basis, which defines the type of employment. Choose from: 

1. Full Time
2. Part Time
3. Casual
4. Labour Hire
5. Super Income Stream

 

Employee Defaults 

Back on the main Employee Defaults page, tap Pay Basis.

 

Employee Defaults > Pay Basis

Tap Hourly and enter the Hourly Rate. The Default Hours Per Week will have automatically filled in - you can adjust as desired. Tap Done.

Note: Your hourly rate can be up to six numbers after the decimal point. Default hours per week can be up to four.  

 

 

Employee Defaults 

Back on the main Employee Defaults page, tap Public Holiday Group. 

 

Employee Defaults > Public Holiday Group

Here you select your Public Holiday Group. Tap the correct region.

 

 

Employee Defaults 

Back on the main Employee Defaults page, tap Tax File Number (TFN).

 

Employee Defaults > Tax File Number (TFN)

If your employee has not shared their TFN, choose from the following five options:

1. Didn't quote one
2. Applied for but not received TFN 
3. Under 18, earns less than limit
4. Claimed exemption from quoting
5. Quoted an invalid TFN 

 

Employee Defaults 

Back on the main Employee Defaults page, tap TFN Declaration.

 

Employee Defaults > TFN Declaration

This is where you'll specify what your employee's Resident Status will be:

1. Australian Resident
2. Foreign Resident
3. Working Holiday Maker

Select any Additional Options as specified on the employee's TFN declaration form.  

 

 

Employee Defaults 

Back on the main Employee Defaults page, tap Super Number. 

 

Employee Defaults > Super Number

If your employee has not shared their Super Number, you will choose from the following three options:

1. Didn't quote one (you can backfill this part when you have the necessary info.)
2. Applied for but not received
3. Quoted an invalid number

 

 

Employee Defaults 

Back on the main Employee Defaults page, tap Super Fund.

 

Employee Defaults > Super Fund

Select the correct super fund. 

 

Employee Defaults 

Back on the main screen, select Set to SGC Statutory (9.5%) if applicable.