Select Payees.

Select Add a Payee.

Once the Payee Master File has opened, you have the ability to assign your own Payee Code and STP Payee ID.

Change Residency for Taxation Purposes to Foreign Resident per the Tax File Number Declaration (NAT 3092).

As the Payee has not provided their Tax File Number on the Tax File Number Declaration (NAT 3092), enter 000-000-000 in Tax File Number (TFN) per TFN Exemption Codes Explained.

Enter the Payee's First Name, Other Name and Family Name. 

Enter or select the Payee's Birthdate and Gender.

Enter the Payees Address, including Suburb / Town, State, Post Code and Country.

Enter the Payee's Email Address and Phone Number.

Select Taxation and Medicare.

The Tax Treatment and Tax Treatment Code are automatically generated based on the Payees Tax File Number and ATO's requirements.

👉 If required, select Closely Held Payee.

Select the Employment Basis.

Enter or select the Date Signed and Payee Signature present?

Select Employment and Payment.

Select either Award or Agreement, depending on what applies to this Payee.

👉 If Award is selected, select the Modern Award Drop Down Menu to view a list of previously added Awards to choose the most appropriate option.

👉 If Agreement is selected, select the Agreement Name Drop Down Menu to view a list of previously added Agreements to choose the most appropriate option.

Enter the Payee's Job Title, which may differ from the Classification.

Change the Pay Period, if required.

Change the OTE Hours Per Week*, Rate per Hour* or Annual Salary (Excluding SG)* as required.

Enter or select the Payee's Commenced Date.

Navigate to Pay Template.

Select the relevant Pay Types required for this Payee. For example, if the Payee is a Casual, we recommend adding Casual Loading (OTE).

👉 If Advanced Pay Template is selected, amend the Quantity and/or Rate, if required.

Select Add.

Navigate to Payment Method and select the appropriate option.

👉 If EFT is selected, select the Dollar or Percent Icon and enter the relevant amount. If the bank account does not have a defined amount, select the Balance Icon.

Enter the Payees BSB, Account Number, Account Name & Reference then select add to add the account.

Repeat the above steps until all accounts are added. 

Select Superannuation Rules and Fund Details.

Select either Under 18 Employer SG Rule and/or Domestic or Private Worker Employer SG Rule, if required.

Navigate to Superannuation Fund Details - Employer Superannuation Guarantee Contribution Details.

Select the Superannuation Fund that Employer Superannuation will be paid to, enter the Member Number and update $ or %, if required.

👉 If the Payee receives additional contributions as part of an employee's individual salary package (which equates to more than the Mandatory Employer Superannuation Amount, presently 11.00%, navigate to Reportable Employer Superannuation Guarantee Contributions (RESC).

Select Use Employer Superannuation Guarantee Contribution Details? If the Reportable Employer Superannuation Guarantee Contributions are being paid to the same Superannuation Fund as Employer Superannuation Guarantee Contributions.

Otherwise, select the Superannuation Fund, enter the Member Number, select $ or % and enter the percentage of RESC that will accrue on OTE (SG), or the set dollar value the Payee is entitled to each pay period.

👉 If the Payee is contributing to a Superannuation Fund either before or after tax, navigate to Personal Superannuation Contributions.

Select Use Employer Superannuation Guarantee Contribution Details? If the Personal Superannuation Contributions are being paid to the same Superannuation Fund as Employer Superannuation Guarantee Contributions.

Otherwise, select the Superannuation Fund and enter the Member Number.

Select Leave Entitlements and Balances.

In Annual Leave, if required; 

1. Change the Commencing From Date.
2. Select Edit to change Weeks and Which accrues.
3. Select Entitled to Leave Loading and enter the relevant percentage.
4. Enter the Opening Balance from your previous payroll solution.

In Sick and Carer's Leave, if required; 

1. Change the Commencing From Date.
2. Select Edit to change Days and Which accrues.
3. Enter the Opening Balance from your previous payroll solution.

In Long Service Leave, if required;

1. Change the Commencing From Date.
2. Select Edit to change Weeks, Years and Which accrues.
3. Select Q Leave (Portable Long Service Leave), enter the relevant member Number and select the Community Service Type (if applicable).
4. Enter the Opening Balance from your previous payroll solution.

In Paid Family and Domestic Violence Leave (PFDVL), if required;

1. Change the Commencing From Date.
2. Select Edit to change Days.
3. Enter the Opening Balance from your previous payroll solution.

In Time Off In Lieu, if required, enter the Opening Balance from your previous payroll solution then Select Save.