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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 to add an employee into AccountRight:

  • manually create an employee card – you'll then need to enter all the employee's details yourself, or
  • send the employee a self-onboarding request – this lets the employee submit their own personal, banking, tax and superannuation details straight into your AccountRight company file. Then, all you need to do is finish setting them up by adding their pay and leave details.

Keypoints
  • Add new employees from the Payroll or Card File command centres
  • If you'll be paying the employee into their bank account, make sure you're set up for electronic payments

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

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titleTo manually create an employee card

To manually create an employee card

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    Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click the Employee tab.
  3. Click New. You'll be prompted to send the employee a self-onboarding request. If you'd prefer to enter the employee's details manually, click Skip to display the Card Information window.
  4. Enter the employee’s name and contact details. If you'll be emailing the employee's pay slips, enter their email address here and on the Payroll Details tab.

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    There isn't a field for the employee's middle name. However, if you enter a space and the middle name after the first name, the middle name will print correctly in payslips and paycheques.

    Add the middle name after the first name

    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.

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

     

  6. To enter personal information about the employee, click the Card Details tab. In this tab, you can:

    • add a picture—see Card pictures.

    • enter notes about the employee, such as their birthday or next of kin.
    • use custom lists and fields—you can record additional information about the employee. See Customising cards.
  7. Click OK to save the card.
  8. Complete setting up the employee by entering their payroll information.

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    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 can enter the employee's payroll information. If you sent the employee a self-onboarding request, find out how to finish setting them up.

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

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<h2><i class="fa fa-comments"></i>FAQs</h2><br>
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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.
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titleRelated topics
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Employee self-onboarding

Enter employee payroll information

Set up payroll

Closely held employees