This feature is for Australian Payroll.
This screen allows you to add or edit an employee so that you can create pays. Employees appear in reports and the Payroll Entry List and Add/Edit screens. To add an Employee to Saasu fill in the Main tab and the Default Pay tab.
This screen captures the basic information for an employee (View > Employees) .
|Given Name, Family Name||These fields must be filled in as a minimum.|
|Used when sending payslips via email.|
|TFN||Tax File Number is used in PAYG Payment Summaries.|
|Date of Birth||Used in PAYG Payment Summaries.|
|Contact ID||All Contacts including employees can be given a Contact ID in Saasu so that you can tie this contact to other records in Saasu or in other payroll or time tracking systems|
Employees can be put in a Pay Group if you decide to process your payroll in bulk rather than creating a Pay transaction one at a time.
|Assign to Pay Group||Choose the Pay Group you wish to assign this employee to for Pay Runs. First setup the Pay Group from View > Pay Run and click the Add link to create a new Pay Group|
Postal Address is used in Payslips and also PAYG Payment Summaries.
|Street||e.g. Unit 1 999 King St|
|City||The suburb, county or city|
|State||The state, territory or province|
|Post Code||ZIP code, Mail code or Post Code|
|Country||As would make sense to the destination mailing authority/service. If we don’t support a country in this list you think is valid just let us know and we’ll get it added.|
Default Pay Bank Details (To be used in ABA file generation in a future release).
|Account Name||The Employees Account Name rather than there name. This may sometimes differ such as when the employee is paid into a joint bank account.|
|Branch/Route||The Banks number to identify the branch location where your account is held. In the USA this is usually a Route Number. In Australia this is a BSB number|
|Account Number||The full account number of the bank account for the pay including any leading zero’s but excluding any non numeric numbers.|
|Agreement||One of the legal settings on which your employee is hired. You can set these up under Settings > Payroll > Manage Registered Agreement.|
|Employee Classification||One of the legal settings on which your employee is hired. You can set these up under Main Menu > Setup > Payroll > Employee Classification.|
|Employment Type||One of the legal settings on which your employee is hired. Choices are full-time, part-time or other to allow for special circumstances.|
Employee Pay Calculation Information
|Pay Rate Method||Salaried or Hourly type of employee setting.|
|Annual Gross Pay||Total current annual salary annual not including any employer contributions.|
|Regular Hourly Rate||Hourly pay rate not including any employer contributions.|
|Pay Period||The period/frequency for which pay is generated and paid for the employee.||check|
|Hours per Pay Period||Nominal Hours worked for a general pay period (not necessarily the hours worked for a specific pay period).|
Employee Tax Calculation Information
|Auto Calculate Tax||Check this box if you want to have Tax on pay calculated by the setting you choose automatically. Alternately you will need to manually calculate tax from Australian Taxation Office tax tables or another method.|
|Tax Scale||Standard Australian Taxation Office tax scales used to calculate PAYG tax on taxable items (Taxable items appear with a Red coloured “T” next to them).|
|Tax Details Additional Tax||to allow for custom variations to PAYG tax deducted.|
|Tax Details FBT & Tax Offset||Adjusts PAYG calculations for FBT Tax offset.|
|Tax Details Has HECS/HELP Debt||Adjusts PAYG calculations for HECS.|
|Tax Details Claim Medicare Levy Exemption||Adjusts PAYG calculations for Medicare levy.|
|Tax Details # of Children||Required field where claiming Medicare Levy Exemption.|
|Start Date||The day your employee commenced paid service.|
|Termination Date||The day your employee ceased paid service.|
|Accrued Sick Leave||Information only. These fields will be replaced with Accrued Personal Sick Leave opening balances in a future release.|
|Accrued Annual Leave||Information only. These fields will be replaced with Accrued Annual Holiday Leave opening balances in a future release.|
Apply Report Tags to your employee pays so you can track this cost against projects, divisions or jobs that are represented by the Report Tags you have setup.
Create and track meetings, conversations and file notes about your interaction with employees. This helps serve compliance requirements and maintain good Human Resources records relating to employee notifications, pay changes, policies and procedures.
This screen is used to generate the pay each pay period.
|Wages & Salaries||Generally the core wage components. For example, hourly pay, overtime or commissions. Generally taxable but seek your own advise for your specific circumstances.|
|Deductions||Union fees or charity deductions made from the employees bankable pay. These may be deductible or non-deductible for tax calculation purposes depending on your specific circumstances.|
|Tax Withheld||Tax components calculated or added manually based on taxable pay items for the period.|
|Employer Contributions||Generally SGC superannuation. Others can be added here as specific circumstances demands.|
|Entitlements||Annual Holiday Leave, Personal Sick Leave and other employee entitlements as per your legal and/or contracted requirements.|
Other variables and overrides in this area
There are check box’s available to turn on or off automatic calculation of a Pay Item based on your employee details. This is sometimes useful if the employee has custom or special requirements with respect to their pay setup.
You can also turn off the taxable option where you don’t want Saasu to treat the Pay Item as taxable. This may happen where a Pay Item is normally taxable but for a specific/special reason this is not the case for this employee.
Sometimes <auto calc> will display in Pay Item lines which indicates you have set Saasu up to automatically create and calculate the amount for you when you create a Pay Transaction manually or via the Pay Run feature.
|Hours||the hours used to calculate ( or entered by override) the pay item for this period|
|Rate||the rate used to calculate ( or entered by override) the pay item for this period|
|Amount||the amount calculated ( or entered by override) for the pay item for this period|
This Tab is used with Group Pay Runs. You can prepare an employees next pay and when you run the Group Pay Run it will take this next pay information to create the employees pay in preference to the default pay settings. It will clear after each Pay Run.
Historical list of Entitlements for this employee. The information displayed is calculated up to the last pay period ending. It doesn’t include accrual from the current pay period.
View a list of employees that have been setup in your File. You add employee’s here before you can enter your first pay transaction using the Payroll screens. Employees are listed in the drop downs when creating Payroll transactions and others screens.
|ADD||Add a new Pay transaction.|
|Set leave, hours worked and other information for this employee’s next pay.|
|Delete the selected (checked) Pay transaction.|
|Edit this Pay transaction.|
This is a list of employees that you have previously used when entering transactions, but you no longer need to add entries for (for example, if the employee’s employment has been terminated). By placing an employee in the Inactive Employees list, they do not appear in the drop-down lists for transaction editing and report settings etc. You can later re-activate the employee by clicking the Edit link next to the employee and ticking the Re-activate this employee check box and saving the employee.
Note: If an inactive employee has any historical payroll entries attributed to them, then they are unable to be deleted as this would have an effect on historical ledger entries. In this case the employee would remain marked as inactive. Inactive employees do not count toward the employee limits on file plans.