There are several ways to create new employee records. These include using the Onboarding function, copying or duplicating an existing employee record or importing from ESS or a third-party system. For more information on these methods, refer to the articles below:
The New/Edit Employee screen is a grid that contains New Employee records in progress and employee changes that have been sent from third-party or ESS.
You can Add a new record.
You can Edit a record to continue working on it.
Delete a record.
Process multiple records to create the employee records.
Add a New Employee using the New Employee Wizard
Open the New Employee Wizard by going to:
Payroll, Maintenance, Employees, Add New Employee
Payroll, Maintenance, Employees, New/Edit Employees and click Add
Select the Basis of Employment. This will default to Employee.
If Employee or Labour Hire are selected Voluntary Agreement for PAYG Withholding will be disabled in Tax Details.
If Contractor is used, select the Tax Details.
Tick Superannuation Standard Choice and Bank Account Details if you want to complete these sections here.
Click Next.
In Employee Onboarding, enter the employee's name, contact details, and select a company.
Click Set up Employee Manually.
Complete each of the detail screens. If you don't have the information currently available, you can skip the field and complete it later. However, you can't add the employee record until all mandatory fields are complete.
Click Next to move to the next screen.
You can click Save at any point. This will add the record to New/Edit Employees Maintenance. Edit the record to continue.
Errors will be displayed on the Confirmation page. You will need to correct any errors before you can complete the new employee record.
When there are no errors, tick Add New Employee to Payroll. This will add the individual employee.
If you want to add multiple employees at the same time, leave this unticked. Save and skip to the Process multiple Employee Records section below.
Click Save. This will create the Employee Record.
The employee record will open. Review and update the record. There are some details that you will need to configure e.g:
Additions and Deductions
Leave Classes
Other Pay Details
Work Patterns
Click OK to save the record.
Process multiple Employee Records
If you left Add New Employee to Payroll unticked on the Confirmation page, you can process multiple records together from the grid.
New Employee records that are ready to process will display Yes in Valid. Where No appears in this column, click Reasons to find the error. You will need to correct the error by editing before you can process.
Tick Process in the grid for all records you want to process.
Click Process Batch.
You will receive a message with the number of records added. Click OK.
To complete the employee record, go to Payroll, Maintenance, Employees, Employees.
Review and update the individual records. There are some details that you will need to configure e.g:
Additions and Deductions
Leave Classes
Other Pay Details
Work Patterns
Click OK to save the record.