This article takes you through the steps required to add an employee in to Advanced Payroll.
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To add an employee
In the Payroll workspace, click Employee Details to open the Employees screen (EP203000).
On the form toolbar, click the New Record icon () to add a new employee.
In the following tabs, enter the new employee's details:
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Any fields marked with a red asterisk are compulsory. You have to complete these fields before you can save the record.
General –Enter In the General tab, enter the employee's contact information, address and other general settings.
In the History – tab:
On the tab toolbar, click the Add Row icon (Image Modified).
In the new row, complete the Position, Employment Status, Employment Basis and Start Date fields.
Financial – The In the Financial tab, the fields in the GL Accounts section are automatically filled with information you added in the General Info tab.
In the Payment Settings section, add the employee's bank details, account number and account name.
In the Print and Email Settings, select whether the employee receives printed payslips or payslips by email. Image Modified
Click Save & Close.
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To add an employee's pay details
After you've added a new employee, you can add their pay details.
On the Employees screen, click Pay Details.
On the Pay Details screen, click Actions and select Pay Groups.
From the Pay Group ID dropdown, select the pay group.
Enter the employee's salary and hours details.
Click the plus symbol to add a Pay Item, and select the employee's standard pay. This example shows the Ordinary Salary pay item.
Complete the Effective Date field. All the other fields will complete automatically with information from the pay group you selected.
Complete the Taxation, Employment and Employee Defaults tabs with required information for your employee.
On the Pay Distribution tab, complete the Reference field, which is required to appear on your employee's bank statement. This is usually the company name and salary, but it can be any detail that your employee would like to see.
