AccountRight Plus and Premier, Australia only (for New Zealand information, see Creating a card)Employee cards are used to store the personal information, contact details and payroll details of your employees. You need to create a card for any employee you will pay using AccountRight. 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.
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title | To manually create an employee card |
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| To manually create an employee card- Go to the Card File command centre and click Cards List. The Cards List window appears.
- Click the Employee tab.
- Click New. The Card Information window appears.
- Select Employee in the Card Type field.
- Enter the employee’s name and their contact details.
- If you want to
- Enter the employee's name and email address.
- If you know it, enter the employee's mobile number.
- Choose the employee’s Employment Basis.
Deselect the option Invite employee to fill out their own details. Image Added
UI Text Box |
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| 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. |
Click Continue. A new card is created from the employee. UI Text Box |
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| 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. Image Added 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. |
Enter the employee's address. (Optional) If you want to assign a code to identify the employee, enter one in the Card ID field.
- (Plus, Premier) Enter the employee's payroll information.
Click OKImage Added Click the Card Details tab to enter personal information about the employee, including: Click OK to save the card. UI Text Box |
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| Will your the employee use AccountRight? If you’re setting up an employee and they’re going to use AccountRight, you’ll also who will also be using AccountRight to work on your company file, you’ll need to give them access. |
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What's next?Once you've manually created an employee's card, you'll need to the company file. |