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Staff screen overview

A fundamental overview of the Staff screen

The Staff screen is used to create and manage employee records. It is the main area of SmoothPay where employee information, settings and payroll history are maintained.

Typically, you use this area to:

  • Create new employees

  • Adjust individual employee details and settings

  • Review employee payroll history

  • Produce outputs for individual employees

Understanding the Staff screen

The guides in this section explain how the Staff screen is structured, what its main areas are used for, and which processes are associated with it.

Review any of the following guides to learn more about the Staff screen:

  • <Staff screen layout>
    ​A breakdown of the Staff screen’s layout and main components.

  • <Staff screen related processes>
    ​An index of the process-driven guides associated with the Staff screen.

  • <Personal tab>
    ​Employee’s personal and contact information.

  • <Contract Tab>
    Employment, pay and contract settings.

  • <Bank tab (staff screen)>
    ​Bank accounts and payment allocation settings.

  • <History tab>
    Pay history details.

  • <Leave tab>
    ​Leave accrual settings, balances and history.

  • <Super tab (staff screen)>
    ​Superannaution settings - naming convention varies by jurisdiction.

  • <Payments tab>
    ​Recurring payments and deductions.

  • <Notes tab>
    ​Storing notes and supporting information.

  • <Tax tab>
    ​Tax settings and information.

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