Why this matters

Adding employees and contractors to your payroll system enables proper wage management, tax withholding, superannuation contributions, and compliance with Australian employment laws.

Prerequisites

• You must have Administrator or Owner access to the entity
• Employee's personal details (name, address, contact information)
• Employee's tax information (TFN, bank details)
• Superannuation fund details
• Employment contract terms (salary/wages, pay cycle, leave entitlements)

Steps

1. Navigate to Payroll section

   Go to the main menu and click on "Payroll" to access the payroll dashboard.

2. Select your entity

   Choose the entity for which you want to add an employee/contractor from the payroll dashboard.

3. Go to Employees section

   Click on "Employees & Contractors" to access the employee management page.

4. Click "Add Employee/Contractor"

   In the top-right corner, click the "Add Employee/Contractor" button to open the creation modal.

5. Select contact type and variants

   In the modal, configure:

   • Contact Type: Select "Individual" (default)
   • Contact Variants: Choose "Employee" or "Contractor" (or both)
6. Enter basic contact information

   Fill in the required contact details:

   • Display Name: How the person appears in the system
   • First Name: Employee's given name
   • Last Name: Employee's family name
   • Email: Contact email address
   • Phone: Contact phone number
7. Add personal details

   Complete personal information:

   • Date of Birth: Employee's birth date
8. Enter tax information

   Provide tax-related details:

   • Tax File Number (TFN): 9-digit TFN (auto-formatted)
   • ABN: Required for contractors (11 digits, auto-formatted)
9. Add bank details

   Enter payment information:

   • BSB: Bank BSB code (format: 123-456)
   • Account Number: Bank account number
10. Complete address information

    Enter the employee's address:

    • Street Address: Full street address
    • Suburb: Suburb or town
    • State: Australian state or territory
    • Postcode: Postal code
11. Configure superannuation details

    Set up superannuation information:

    • Superfund Type: Choose "APRA" (regulated fund) or "SMSF" (self-managed)
    • For APRA funds: Enter fund ABN, name, USI, member number, and product name
    • For SMSF: Enter fund ABN, name, area code, phone, ESA, BSB, and account number
12. Create the employee record

    Click "Create Employee/Contractor" to save the basic employee information.

13. Set up employment contract

    After creating the employee, you'll be prompted to create an employment contract with:

    • Employment Type: Salary, Wages, or Casual
    • Pay Cycle: Weekly, Fortnightly, Monthly, etc.
    • Pay Rate: Annual salary or hourly rate
    • Leave Entitlements: Annual leave and personal leave weeks
    • Working Hours: Standard hours per cycle, days per week, hours per day
14. Complete contract creation

    Review all contract details and click "Create Contract" to finalize the employment arrangement.

Expected Results

• Employee/contractor appears in the employee list with their basic information
• Employment contract is created with specified terms
• Employee is ready for payroll processing and timesheet management
• Superannuation details are configured for automatic contributions
• Tax withholding is set up based on employment type

Example

Troubleshooting

• TFN format error: Ensure exactly 9 digits are entered
• ABN format error: Ensure exactly 11 digits for contractors
• BSB format error: Use format 123-456 (3 digits, dash, 3 digits)
• Superfund lookup: Use Super Fund Lookup to verify fund details
• Contract creation fails: Ensure all required fields are completed

What Can Go Wrong

Related Guides

• Create Pay Run
• Manage Timesheets
• Process STP Reporting
• Manage Leave Records