Video Coming Soon
These are your payroll settings. On this screen, there are three sections:
- Pay Calendars
- Bank Files (coming soon)
- Employee Defaults
Each of these sections has subsequent screens, as shown by the symbols next to each.
First, tap Pay Calendars.
That will take you to this next screen. On this screen, there are four sections:
- Pay Frequency
- Start Date
- Payment Date
- Make Default Pay Calendar
First, tap Pay Frequency.
Pay Calendars > Pay Frequency
This determines how often you pay your employees. A scrolling list will appear at the bottom of the screen. Choose from:
Pay Calendars > Start Date
Next, tap Start Date. This determines the first date of your employee's pay period. A scrolling list will appear at the bottom of the screen. Choose the appropriate date. Tap Done.
Pay Calendars > Payment Date
Next, tap Payment Date. This determines the next date your employees get paid. A scrolling list will appear at the bottom of the screen. Choose the appropriate date. Tap Done.
Pay Calendars > Make Default Pay Calendar
Lastly, tap Make Default Pay Calendar if you wish to make this the default pay calendar for future employees.
This takes you back to your setup screen.
Note: Bank Files feature coming soon.
Bank Files (Coming Soon)
This is the Bank Files section. To add the BSB and account number of the bank account you will use to pay your employees from, tap the sliding button.
Note: You can always come back and do this later if you don't have the bank details.
Bank Files (Coming Soon)
This is where you enter your bank account details. On this screen, there are four sections:
- BSB Number
- Account Number
- Bank Code
- Statement Text
- Enter your bank account details.
Note: Statement text is what appears on your employee's bank statement.
Bank Files (Coming Soon)
Done! You have successfully entered your bank account information.
On the main Payroll Settings screen, tap Employee Defaults.
Note: We have auto-selected several of the options throughout this process for you to speed up the onboarding of your employees. You can always go back and change later once you have the correct information.
On this screen, you will be prompted to select the default super fund for employees who have not nominated one. To access the different fund types, tap OK.
You will be taken to this screen which lists the different types of super funds.
Select the appropriate super fund type from the list. Tap Done.
This series of steps allows you to review the payroll default settings which will be applied when you add employees later on. To proceed, tap OK.
On this screen, there are eight sections:
- Employment Basis
- Pay Basis
- Public Holiday Group
- Tax File Number (TFN)
- TFN Declaration
- Super Number
- Super Funds
- 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:
- Full Time
- Part Time
- Labour Hire
- Super Income Stream
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.
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.
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:
- Didn't quote one
- Applied for but not received TFN (we've selected this as the default to speed up your employee onboarding, as you may not yet have this information).
- Under 18, earns less than limit
- Claimed exemption from quoting
- Quoted an invalid TFN
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:
- Australian Resident
- Foreign Resident
- Working Holiday Maker
Select any Additional Options as specified on the employee's TFN Declaration form.
Note: We've selected Australian Resident and Tax Free Threshold Claimed for you as defaults as they are the common options. Select from the other options if you know them to be different.
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:
- Didn't quote one (you can backfill this part when you have the necessary info.)
- Applied for but not received
- Quoted an invalid number
Back on the main Employee Defaults page, tap Super Fund.
Employee Defaults > Super Fund
Select the correct Super Fund.
Select Set to SGC Statutory (9.5%) if applicable.
Done! You have successfully set your employee defaults.
You have completed your setup process. This is what your screen will look like with the information filled in.
With your business set up, you are now ready to add your first employee! If you'd like to complete this process at another time, tap Later and you'll be directed back to the home page.
If you are ready to add your first employee, tap Now.
Let's add your first employee!