Create a payroll employee

Prepare these items.

• A pay group exists.
• Employee onboarding details are available.
• Use dummy employee, bank, TFN, and super data in training.

Understand the fields before changing them.

Follow the workflow.

1. 1

   Start the employee record

   Open Payroll Employees and choose Add Employee. Enter identity fields first: Employee ID, name, date of birth, email, address, state, postcode, and start date.

   • Use dummy people for training.
   • Email must match the login email for self-service mapping.

   Expected result The employee has enough identity data for payroll review.

   Identity fields

2. 2

   Complete employment and tax profile

   Fill employment basis, tax residency, TFN or exemption, tax-free threshold, STP category fields, and any final-pay/cessation fields if applicable.

   • Do not leave cessation fields half-complete.
   • Tax selections affect withholding and STP validation.

   Expected result Review card stops flagging required tax and employment fields.

   Employment and tax

3. 3

   Enter bank and super details

   Complete employee bank account details and super fund or super override settings. Review bank/super warnings before saving.

   • Bank details should be dummy in training.
   • Super override rows should be used only when standard fund/defaults are not enough.

   Expected result Bank and super sections are ready for payroll use.

   Bank and super

4. 4

   Choose pay setup and leave defaults

   Assign a pay group, choose whether the employee inherits, overrides, or uses fully custom setup, then check active override flags, working hours, pay items, and leave rates.

   • If many employees need the same change, update the pay group; if only this employee differs, use an employee override.
   • Right-click row actions may be available for pay-item, super override, and working-hour rows.

   Expected result The payroll review card shows the employee is ready or identifies precise fields to fix.

   Pay setup

Confirm before you finish.

• Required identity, tax, bank, super, and pay fields are complete.
• Only dummy sensitive details are used in training.
• Employee can be selected for payslip preparation.

Recover without losing control.

• Use Review cards to jump to missing sections.
• If deferred data does not load, refresh and reopen the employee.