AccountRight Plus and Premier, Australia only Once you've created payroll categories and an employee card, you can enter the employee’s payroll information. | HTML |
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| Restrict user access to employee information You can set up user accounts to restrict access to employee payroll information. |
To enter payroll information - Go to the Card File command centre and click Cards List.
- Click the Employee tab and then click the zoom arrow next to the employee card you want to enter details for. The Card Information window appears.
- Click the Payroll Details tab. This window is divided into a number of subsections.
- Click a tab on the left of the window to enter payroll details.
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| title | To enter personal information |
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| A | Enter personal details, such as start date, employment basis, employment category, employment status and employment classification. | | B | Select how you will deliver the employee’s pay slip. If you select email, enter the employee’s email address in the Pay Slip Email field. |
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| Employment Classifications Employment Classifications in AccountRight are a means to classify your employees. For example, you might want to assign a specific classification to workers who are employed under a specific award or agreement. Primarily this field is used as an additional filter for reporting purposes. By default, it will also display on the employee's pay slip (which you can personalise). It serves no other purpose in the setup of an employee's card. AccountRight comes with a default list of Employment Classifications, but you can customise this list to suit your business (Lists menu > Employment Classifications). |
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| title | To enter wage information |
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| A | Select the employee’s pay basis. When you select a pay basis, the corresponding payroll category for paying wage amounts is automatically selected in the Wage list. If you select Hourly, the Base Hourly wage category (or the name you assigned to this category) is selected. If you select Salary, the Base Salary wage category (or the name you assigned to this category) is selected. | | B | Enter the employee’s annual salary or hourly wage rate. If the Pay Basis is Hourly, enter the Hourly Rate. If the Pay Basis is Salary, the Hourly Rate is calculated based on the Annual Salary, Pay Frequency and Hours in XX Pay Period. | | C | Select the employee’s pay frequency. | | D | In the Hours in [...] Pay Period field, type the number of hours in the employee’s pay period. | | E | If the employee’s wage expense account is different from the default account, in the Wages Expense Account field, type or select the required account. | | F | Click in the select column (  ) next to each wage category that applies to the employee. |
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| Multiple hourly pay rates Only one Hourly Rate can be set on the Wages tab of an employee's card . But if (see "B" in the table above). If you pay employees different rates for different tasks, you can set up multiple wage categories and assign these to your employees . For details on setting up and assigning wage categories see Wages. (see "F" in the table above). When paying employees, you can then record hours against the applicable wage categories. Here we're paying an employee 20 hours for base rate 1, and 18 hours for base rate 2.  Image Added
Learn more about entering or changing hours in a pay. |
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| title | To enter superannuation information |
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A | In the Superannuation Fund field, enter your employee’s nominated fund. This is mandatory if you’re using Pay Super. If your employee’s superannuation fund does not appear on the list, you need to create it. | | B | Type the employee’s fund membership number in the Employee Membership No. field. This is mandatory if you’re using Pay Super. | | C | If you need to provide a Standard Choice Form to this employee: - Click Create Superannuation Choice Form. The Review Employees Before Exporting window appears.
- Click Mail Merge. A Standard Choice Form appears for the employee as a Word document.
- Save or print the form.
- Click Cancel. The Card Information window reappears.
| | D | Click in the select column (  ) next to each superannuation category that applies to the employee. |
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| title | To enter entitlement, deduction and expense information |
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| - Click Entitlements and click in the select column (
 ) next to each entitlement that applies to the employee. - Click Deductions and click in the select column (
 ) next to each deduction that applies to the employee. - Click Employer Expenses and click in the select column (
 ) next to each expense that applies to the employee.
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| title | To enter tax information |
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| A | Type the employee’s tax file number in the Tax File Number field. You'll be alerted if an invalid number is entered (AccountRight 2017.2 and later). If you have employees who don't have a Tax File Number, use one of these numbers provided by the Australian Tax Office: 111 111 111: New payee has not made a TFN Declaration, but 28 days have not passed 333 333 333: Payee is under 18 years of age and earnings don't exceed $350 per week, $700 per fortnight, or $1,517 per month. 444 444 444: Payee is an Australian Government pensioner payee. 000 000 000: Payee chooses not to quote a TFN and has not claimed an exemption from quoting a TFN or does not fit into any of the above categories. | | B | Select the employee’s tax table from the Tax Table list. For clarification on the different tax tables, and for help determining which tax table to assign to an employee, check with the ATO. If you select Withholding Variation from the Tax Table list, type the variation rate in the Withholding Variation Rate field. | | C | If the employee is claiming a tax rebate, type the total amount in the Total Rebates field. Amounts entered in this field reduce the tax payable over the year in instalments based on the employee’s pay frequency. For example, if the employee is paid monthly, 1/12th of the rebate is applied to each pay. | | D | If the employee requests additional tax to be withheld from their pay, type the amount to be withheld each pay period in the Extra Tax field. |
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| Tax File Number Declaration form This form is available from the ATO and must be completed by new employees to you help work out how much tax to withhold from their payments. You'll also need to submit the completed form to the ATO and keep a copy for your records. See the ATO website for more information. |
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| title | To enter standard pay information |
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| The default values in this window are determined by the payroll categories selected and wage information entered. 
| A | [Optional] If you track financial information using categories, select a category from the list. | | B | [Optional] You can enter a Memo for the employee to appear on their pay slips. You'll need to add the Memo data field to your pay slip form. | | C | [Optional] If you want to assign a job number to a payroll category for this employee, click in the Job column and enter or select a job number. | | D | If necessary, change the employee’s default pay details by overriding the values that appear in the Hours or Amount column next to a payroll category. If you use timesheets to record all hours worked by an employee, enter zero as the default hours for the Base Hourly payroll category. | UI Text Box |
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| Payroll categories with a calculated value The value of a payroll category with Calculated displayed in the Hours or Amount column is calculated when you process a pay. For example, tax amounts and entitlement hours where hours are calculated as a percentage of the gross hours paid. |
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| title | To enter pay history and time billing information |
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| To enter pay history and time billing informationIf you started processing payroll part-way through the payroll year, click Pay History and type the amounts paid prior to the first recorded pay in the Activity column. You can enter pay history for specific months, quarters or for the year to date. Amounts entered in the Pay History window appear on payment summaries and reports not derived from payroll activity (such as register reports). They are not recorded as transactions in your accounts. If you use the Time Billing function to track time the employee spends to complete work for clients and customers, click Time Billing and enter the employee’s time billing rate and cost per hour. If the employee has accrued superannuation which has yet to be submitted to their fund (using Pay Super), don't enter it in their pay history. Instead, record a pay for $0 that only includes the accrued super (do this after recording all other pays for the month). For more details, see Checking superannuation calculations. |
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| title | To enter payment details information |
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| You can pay an employee by cash, cheque or electronically. If you pay them electronically you can also split an employee's pay across up to three accounts. - Click the Payment Details tab and select the method you use to pay the employee in the Payment Method field.
- If you selected Electronic:
- Select the number of bank accounts (up to three) the employee wants their pay to be distributed to.
- Enter the employee’s bank details for each account. If the employee's bank account number is 10 numbers long, see the FAQ below.
- Enter the statement text (Account 1 only) you want to appear on the employee’s bank statements.
- If you are distributing to more than one account, in the Value field, type the amount or percentage of the pay to be deposited into the account and select the distribution method (Percent or Dollars) from the list. Note that the final account will receive the remaining amount of your employee’s net pay.
- Click OK. The Cards List window reappears.
- Click Close to return to the Card File command centre.
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| 10 digit bank account numbers In most cases where a bank account number is 10 digits long, the first character is a zero and this can be omitted in AccountRight. However we recommend you check this with your bank first to ensure it's OK to do this in your situation. |
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| Recording additional information If you have employee-specific information that you want to record which isn't catered for in AccountRight, such as next-of-kin or emergency contact details, you can use the Notes field on the Card Details tab of the employee's card. Alternatively, you can set up a custom list of attributes which might apply to your employees, or create a custom field. |
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