Go to the Staff screen.

To create a new employee:

Fields include:

Important notes:

Once saved, the employee record becomes available throughout the payroll system.

You can then continue configuring the remaining employee tabs.

For each remaining tab:

Repeat these steps until all required employee setup areas are complete.

The Contract tab controls how the employee behaves in payroll processing.

For initial employee setup, the most important area is the Employment nested tab.

The fields in this section affect:

Set the employee’s Start date field.

This field determines when the employee begins participating in payroll.

The Start date affects:

The Start date must be entered accurately for these related parts to function correctly

Set the employee’s Contract field.

This field determines the employee’s overall employment structure.

Typical options may include:

The selected option affects:

Contract options and behaviour may differ between countries.

Set the employee’s Wage type field.

This field determines how the employee’s earnings behave during payroll processing.

Typical options include:

Waged and Variable salary employees allow flexible earnings during payroll processing.

Fixed salary employees automatically recalculate rates during payroll processing based on:

This means the employee’s calculated rate may change automatically during payroll processing in order to achieve the configured salary value.

It is usually recommended to use Waged are Variable salary, even if the employee is on a salary, as a salary can still be established using those options, while still maintaining flexibility.

Set the employee’s Pay cycle field.

This field determines how often the employee is paid.

Typical options include:

The selected Pay cycle affects:

If this is not set accurately, you will either be over or under taxing your employee.

Set the employee’s Pay preference field.

This field determines how the employee is normally paid.

Options include:

This setting affects payroll outputs such as:

If Direct credit is selected, the employee also needs to have valid bank account details configured in the Bank tab.

This section defines the employee’s standard working pattern and pay basis.

These fields are important because they affect:

Set the Days per week field.

This field defines the employee’s standard number of working days each week that are recorded.

This field may affect:

For example:

This field may also affect some country-specific average daily pay calculations.

Set the Annual salary field if the employee is salaried.

This field defines the employee’s target annual earnings.

This field is tied to:

Changing the Annual salary will automatically recalculate the employee’s effective Hourly rate, in respect of One week equals

For Fixed salary employees, this field is especially important because payroll calculations use this value to automatically determine earnings during payroll processing. Other than that, it is purely indicative.

Set the Hourly rate field.

This field defines the employee’s default hourly pay rate.

This field is used for:

This field is tied to:

Changing the Hourly rate will automatically recalculate the employee’s Annual salary based on the configured weekly hours.

Set the One day equals field.

This field defines how many hours are considered equal to one working day for the employee.

This field affects how some leave types are interpreted and consumed.

For example:

Set the One week equals field.

This field defines how many hours are considered equal to one working week for the employee.

This field is tied to:

Changing One week equals will automatically recalculate the employee’s Annual salary, in respect of the Hourly rate.

This field may also affect:

The Bank tab controls where the employee’s net pay is deposited.

As this tab contains it's own data column, a new entry must be created to add bank account details, by using the + button at the bottom of the bank accounts column.

This tab is mandatory if the employee will be paid through a bank file or direct credit process.

Typical fields include:

Employees can have multiple bank accounts configured.

As a minimum, one set of bank account details should have the Calculation set to:

Any additional bank accounts should be set to one of the other Calculation options:

Where relevant, an additional field will appear to work with the rule, e.g. a Percentage field, for Percentage of net pay.

The History tab stores payroll history generated from completed pay processing.

Most new employee setup does not require changes in this tab.

However, this tab is important when migrating employees from another payroll system, because historical payroll information may need to be entered for:

If you are migrating employees from another payroll system, refer to the relative guides on that topic.

Related guides:

The Leave tab controls leave entitlement configuration and leave history.

The Leave tab contains two nested tabs:

This area controls how leave behaves for the employee.

Depending on configuration, this may include:

For most employees, the default leave configuration created during payroll setup will already be appropriate.

This area is most commonly adjusted when:

Related guides:

This area stores the employee’s leave ledger history, including:

This area is especially important when migrating employees from another payroll system, because leave balances may need to be established as part of migrating the employee into the system.

Because leave legislation differs significantly between countries, you should refer to your country-specific guides before changing leave settings.

Related guides:

This tab controls employee superannuation or retirement contribution settings.

Typical fields may include:

This tab is mandatory in jurisdictions where superannuation or retirement contribution systems apply.

Because superannuation requirements differ significantly between countries, you should refer to your country-specific employee setup guide before completing this section.

Related guides:

The Payments tab manages recurring deductions made on behalf of the employee.

Examples include:

This tab is only required if the employee has regular deductions.

Refer to the relative guide on that topic if you need to set this up.

Related guides:

The Notes tab stores employee-specific administrative information.

As this field contains it's own data column, a new entry must be created to add a new note, by using the + button at the bottom of the bank accounts column.

This area may be used for:

Reminder entries may also appear on the Dashboard when reminders become due.

This tab is optional and does not affect payroll calculations.

The Tax tab must be completed for each employee in order for tax to be calculated correctly.

However, the available fields and options differ significantly between countries, refer to your country-specific employee setup guide before completing this section.

Related guides:

Before moving to the next topic, you should normally confirm:

If any of these areas are incomplete, payroll calculations or reporting outputs may be incorrect.

Once your employee has been created and configured, you should be ready to to move on to Your first payrun guide