Paying your employees > Entering employee payroll information
Once you have created payroll categories (see Creating payroll categories) and an employee card (see Creating employee cards), you can enter the employee’s payroll information.
If you want to prevent a user from editing and viewing all payroll details, you need to restrict access to payroll reports as well as to employee card information and Payroll command centre functions. You can set these restrictions in the access profile of each user ID. For more information, see ‘Managing user accounts’.
To enter payroll information for an employee
Go to the Card File command centre and click Cards List. The Cards List window appears.
Click the Employee tab and select an employee.
Click Edit. The Card Information window appears.
Click the Payroll Details tab
If the employment classification you require does not appear in the list of classifications, you need to add it to the list. You can do this in the Employment Classification List window (go to the Lists menu and choose Employment Classifications).
If this employee is a contractor that you are paying for building and construction services, select Other from the Employment Basis list. Then, in the fields that appear, select the Report on Taxable Payments option and enter their ABN or TFN.
Click Wages and enter the wage information for this employee.
When you select a pay basis, the corresponding payroll category for paying wage amounts is automatically selected in the Wage list. If you select Hourly, the Base Hourly wage category (or the name you assigned to this category) is selected. If you select Salary, the Base Salary wage category (or the name you assigned to this category) is selected.
In the Hours in [...] Pay Period field, type the number of hours in the employee’s normal pay period.
If the employee’s wage expense account is different from the default account, in the Wages Expense Account field, type or select the required account.
If the employee receives commissions, select the Linked Commissions Category from the drop down list.
Click Superannuation and enter the employee’s superannuation details.
To meet your choice of superannuation fund obligations, you need to provide eligible employees with a Standard Choice Form and make contributions to their nominated complying fund. For more information about your obligations, contact the ATO.
If you need to provide a Standard Choice Form to this employee, click Print Superannuation Choice Form and then click Print in the Review Employees Before Printing window that appears. The Card Information window reappears.
In the Superannuation Fund field, type or select your employee’s nominated fund. If your employee’s superannuation fund does not appear on the list, you need to create it. For more information, see Superannuation reporting.
Click in the select column () next to each superannuation category that applies to the employee.
Click Entitlements and click in the select column () next to each entitlement that applies to the employee.
Click Deductions and click in the select column () next to each deduction that applies to the employee.
Click Employer Expenses and click in the select column () next to each expense that applies to the employee.
Click Taxes and enter the employee’s tax details.
If you selected Withholding Variation from the Tax Table list, type the variation rate in the Withholding Variation Rate field.
Click Standard Pay. The employee’s default pay details appear. The default values are determined by the payroll categories selected and values entered from step .
The value of a payroll category with Calculated displayed in the Hours or Amount column is calculated when you process a pay. For example, tax amounts and entitlement hours where hours are calculated as a percentage of the gross hours paid.
If you have already paid the employee in the current payroll year, click Pay History and type the amounts you have paid in the Activity column next to each relevant payroll category. You can enter pay history for specific months, quarters or for the year to date.
Amounts entered in the Pay History window appear on payment summaries and reports not derived from payroll activity (such as register reports). They are not recorded as transactions in your accounts.
If you use the Time Billing function to track time the employee spends to complete work for clients and customers, click Time Billing and enter the employee’s time billing rate and cost per hour. For more information, see ‘Billing for time’.
Click the Payment Details tab and select the method you use to pay the employee in the Payment Method list.
If you selected Electronic in the Payment Method field:
Enter the statement text (Account 1 only) you want to appear on the employee’s bank statements.
If you are distributing to more than one account, in the Value field, type the amount or percentage of the pay to be deposited into the account and select the distribution method (Percent or Dollars) from the list. Note that the final account will receive the remaining amount of your employee’s net pay.
Click OK. The Cards List window reappears.
Click Close to return to the Payroll command centre.
Top of page