Payroll Setup - Employee

From Bookkeepingpedia
Jump to: navigation, search


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

Gathering Information

The following forms are needed to set up a new employee correctly(best practice),this information can be obtained with the first 3 documents below, these and the mandatory Fair Work Information Statement, can be the start of your new employee pack.

  1. TFN Declaration Form
  2. Default Superannuation Form
  3. Company Employee Details Form
  4. Fair Work Information Statement

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 Modern Awards
  • Tax File Number
  • Employment Basis - full time, part time, casual
  • Pay rate

Bank Accounts

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


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