A new employee record is created from the Staff screen.
This guide covers the minimum areas that should be reviewed when creating an employee. Additional settings may be required depending on the employee's circumstances and your payroll jurisdiction.
For detailed information about the fields and functionality available within each area, refer to the relevant Staff screen tab guides.
Create the employee record
Click the + button at the bottom of the employee column.
SmoothPay creates a new employee record and opens the Personal tab in edit mode.
Complete the Personal tab
Enter the employee's basic personal information.
As a minimum, this should include:
First name
Surname
Email address
Date of birth
Other personal and contact information, such as the employee's address, can also be entered where applicable.
For more information about the available fields, refer to:
Complete the Employment tab
The employee's fundamental employment and pay settings are configured under the Employment tab, within the Contract tab.
As a minimum, review and complete:
Start date
Contract
Pay cycle
Definition of a working week
The Definition of a working week section contains the settings used to describe the employee's standard working arrangement, including:
Days per week
Annual salary
Hourly rate
One day equals
One week equals
These settings establish the employee's normal pay basis and are also used by other areas of SmoothPay.
For more information about these settings and the other options available, refer to:
Add bank account details
If the employee will be paid by Direct credit, their bank account details also need to be configured under the Bank tab.
For more information about configuring employee banking, refer to:
Complete the Super tab
Review and complete the employee's applicable superannuation settings.
The requirements and options available vary depending on the payroll jurisdiction.
For more information, refer to:
Complete the Tax tab
The employee's tax settings should also be completed before they are included in payroll.
The information required and available options vary depending on the payroll jurisdiction.
For more information, refer to:
Migrating an employee from another payroll system
If the employee is being brought across from another payroll system, creating the employee record may only be part of the setup required.
Additional information may need to be brought into SmoothPay, including existing payroll and pay history information.
For guidance on bringing existing payroll information into SmoothPay, refer to:
<Migrating payroll data>