How do I add an employee?¶

Before you can run payroll, add each of your employees.

Step 1. Go to Payroll → Employees and click Add Employee.

Step 2. Enter the basics — First Name, Last Name, Email, Mobile and Start Date — and click Create Employee.

Step 3. Click the new employee to open their record and complete their details across the tabs:

Employment — employment status, income type and Employment Type (Employee or Contractor). These are linked: contractor income types such as Voluntary Agreement, Labour hire and Other specified payments switch the Employment Type to Contractor automatically, and a note explains anything else that's needed (for example, Voluntary Agreement workers also need their ABN and the matching tax category on the Tax tab).
Tax — Tax File Number (TFN) and tax treatment. If the employee can't provide a TFN, pick a reason from the TFN exemption list (not quoted, pensioner, under 18, or applied for a TFN) — choosing one clears and locks the TFN box, and the exemption is reported to the ATO in place of a TFN. Typing a TFN later clears the exemption.
Superannuation — their super fund. See How do I add super fund details for an employee?
Bank — their bank account, for paying them.
Leave — their leave balances.

Each employee shows a Readiness badge on the Employees list that tells you if anything important for payroll or STP is still missing (for example, a TFN or super fund) — fill those in so your pay runs lodge smoothly.

Already have employees elsewhere? Use the Import menu to bring them in from Excel, Deputy, Tanda or Xero.

Understand the concepts (Academy):

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How do I add an employee?¶

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