This screen allows you to add or edit an employee. Employees appear in reports and the Payroll Entry List and Add/Edit screens.

Main Tab

Given Name, Family Name - these fields must be filled in as a minimum.
Email - is used when sending payslips via email.
Personal TFN - used in PAYG Payment Summaries.
Postal Address - used in Payslips and PAYG Payment Summaries.
Notes - You can enter any general notes relating to the employee.
Bank Details - Default Pay Bank Details (To be used in ABA file generation in a future release).
Award/R. Agreement - One of the legal settings on which your employee is hired. You can set these up under Main Menu > Setup > Payroll > Award/Registered Agreement.
Employee Classification - One of the legal settings on which your employee is hired. You can set these up under Main Menu > Setup > Payroll > Employee Classification.
Employment Type - One of the legal settings on which your employee is hired. Choices are full-time, part-time or other to allow for special circumstances.
Pay Rate Method - Salaried or Hourly type of employee setting.
Annual Gross Pay - Total current annual salary annual not including any employer contributions.
Regular Hourly Rate - Hourly pay rate not including any employer contributions.
Pay Period: The period/frequency for which pay is generated and paid for the employee.
Hours per Pay Period - Nominal Hours worked for a general pay period (not necessarily the hours worked for a specific pay period).
Auto Calculate Tax - Check this box if you want to have Tax on pay calculated by the setting you choose automatically. Alternately you will need to manually calculate tax from Australian Taxation Office tax tables or another method.
Tax Scale - Standard Australian Taxation Office tax scales used to calculate PAYG tax on taxable items (Taxable items appear with a Red coloured “T” next to them).
Tax Details Additional Tax - to allow for custom variations to PAYG tax deducted.
Tax Details FBT & Tax Offset - Adjusts PAYG claculations for FBT Tax offset.
Tax Details Has HECS/HELP Debt - Adjusts PAYG calculations for HECS.
Tax Details Claim Medicare Levy Exemption - Adjusts PAYG calculations for Medicare levy.
Tax Details # of Children - Required field where claiming Medicare Levy Exemption.
Start Date - The day your employee commenced paid service.
Termination Date - The day yoru employee ceased paid service.
Accrued Sick Leave - Information only. These fields will be replaced with Accrued Personal Sick Leave opening balances in a future release.
Accrued Annual Leave - Information only. These fields will be replaced with Accrued Annual Holiday Leave opening balances in a future release.

Default Pay Tab

Pay Items Wages & Salaries - Generally the core wage components. For example, hourly pay, overtime or commissions. Generally taxable but seek your own advise for your specific circumstances.
Deductions - Union fees or charity deductions made from the employees bankable pay. These may be deductible or non-deductible for tax calculation purposes depending on your specific circumstances.
Tax Withheld - Tax components calculated or added manually based on taxable pay items for the period.
Employer Contributions - Generally SGC superannuation. Others can be added here as specific circumstances demands.
Entitlements - Annual Holiday Leave, Personal Sick Leave and other employee entitlements as per your legal and/or contracted requirements.

Hours - the hours used to calculate ( or entered by override) the pay item for this period
Rate - the rate used to calculate ( or entered by override) the pay item for this period
Amount - the amount calculated ( or entered by override) for the pay item for this period

Next pay Tab

This Tab is used with Group Payruns. You can prepare an employees next pay and when you run the Group Payrun it will take this next pay information to create the employees pay in preference to the default pay settings. It will clear after each payrun.

Entitlement Tab

Historical list of Entitlements for this employee.

Zone Information

Australia (AU)

Nominal Hours is a defined term that has meaning under Federal WorkChoice reforms legislation in Australia.