Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 64
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

AccountRight Plus and Premier, Australia only

To pay an employee, all their details need to be entered into an employee card in AccountRight. This includes who they are and what they'll be paid.

There are 2 ways you can add an employee into AccountRight:

  • Self-onboarding (recommended) - send the employee a self-onboarding request so they can submit their own details straight into your AccountRight company file. All you need to do is add their pay and leave details.
  • Manually create an employee card – you'll need to create an employee card and enter all the employee's details yourself. This is what we'll cover below.
UI Text Box
sizemedium
typenote

Your plan may limit the number of employees you can pay each month. Learn about payroll limits and fees.

UI Expand
expandedtrue
titleTo manually create an employee card

To manually create an employee card

  1. Anchor
    1137949
    1137949
    Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click the Employee tab.
  3. Click New.
  4. Enter the employee's name and email address.
  5. If you know it, enter the employee's mobile number.
  6. Choose the employee’s Employment Basis
  7. Deselect the option Invite employee to fill out their own details.
    Image Modified
    UI Text Box
    sizemedium
    typenote

    If you see the option Provide access to employee benefits you’ll only be able to select this if you’re inviting the employee to fill out their own details and you want to give the employee access to employee benefits.

  8. Click Continue. A new card is created from the employee.

    UI Text Box
    sizemedium
    typetip

    There isn't a field for the employee's middle name. But you can enter a middle name after the first name if you want it to appear on payslips and paycheques.

    If you want to see a middle name field added to cards, or if there's any other changes you'd like to see, vote for or submit ideas to the AccountRight Idea Exchange.

  9. Enter the employee's address.

  10. (Optional) If you want to assign a code to identify the employee, enter one in the Card ID field.

  11. Click the Card Details tab to enter personal information about the employee, including:

    • adding a picture—see Card pictures.

    • entering notes about the employee, such as their birthday or next of kin.
    • using custom lists and fields to record additional information about the employee. See Customising cards.
  12. Click OK to save the card.

    UI Text Box
    sizemedium
    typetip

    Will the employee use AccountRight?

    If you’re setting up an employee who will also be using AccountRight to work on your company file, you’ll need to give them access.

What's next?

Once you've manually created an employee's card, you'll need to enter the employee's payroll information.

If you're new to AccountRight, make sure you've finished setting up payroll. You're then ready to pay your employees!

HTML
<h2><i class="fa fa-comments"></i>FAQs</h2><br>
UI Expand
titleWhy is a new employee missing from payroll?

Why is a new employee missing from payroll?

If you're processing a pay run and an employee is missing, check the following:

  • Check the employee's Pay Frequency (Card File > Cards List > Employee tab > open the employee's card > Payroll Details tab > Wages)
  • Check you're selecting the applicable pay frequency for the pay run (Payroll > Process Payroll)
  • Check if a Terminated Date has been entered in the employee's card (Card File > Cards List > Employee tab > open the employee's card > Payroll Details tab > Personal Details). Terminated employee's cannot be paid.
HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namemagenta
titleRelated topics
HTML Wrap
classsidebarlinks

Employee self-onboarding

Enter employee payroll information

Set up payroll

Closely held employees