Payroll Setup - Employee

From Bookkeepingpedia
Revision as of 05:11, 1 November 2018 by Lion Admin (Talk | contribs)

Jump to: navigation, search

Description:

Describes the minimum information you need to setup employees in most payroll systems


For initial company payroll setup follow this link to Payroll Setup - Organisation


This page provides the minimum information (best practice) you should get before you set up a new employee, this information can be obtained with 3 documents

  1. Tax File Declaration Form
  2. Default Superannuation Form
  3. Company Employee Details Form Example

Basic Information

  • Title
  • First Name
  • Middle Name
  • Last Name
  • Date of Birth
  • Job Title/Position
  • Gender

Contact Information- these should all be personal not work

  • Phone Number
  • Mobile Number
  • Email
  • Address
    • Street
    • Suburb
    • State
    • country
    • Postcode

Emergency Contact

  • First Name
  • Last Name
  • Phone Number
  • Email

Employment Details

  • Start Date
  • Modern Award Classification
  • Tax File Number
  • Employment Basis - full time, part time, casual
  • Pay rate

Bank Accounts

  • Bank
  • Name on the account
  • BSB
  • Account number

Superannuation

  • Superfund's name
  • USI - Unique Superannuation Identifier
  • Member Number
  • If SMSF you will also need the ESA - Electronic Service Address