Child pages
  • Personalising pay slips

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 78 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

AccountRight Plus and Premier, Australia only

AccountRight comes with a default pay slip form which you can customise to change its look and feel and modify what's displayed.

You can also create different versions of the pay slip form and save them with different names. This is handy if you have different pay slip requirements for different employees.

If you're not sure what needs to appear on a pay slip, check the FairWork website.

 

To customise pay slips

To customise pay slips

  1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
  2. Click the Pay Slips tab.
  3. Select the pay slip form then click Customise. The form opens, ready to be customised.
    pay slip form in editor window
  4. Customise the form to suit your needs. Here are some helpful topics:

    If you want toSee this topic
    add a business logoAdd pictures and shapes to forms
    add text or fieldsAdd text and fields to forms
    modify table columnsAdd tables to forms
    change the form size or backgroundSet the form size and background
    modify the text, fields and imagesEditing form elements
  5. To preview your form, click the Print Preview tab.

  6. When you've finished customising your form, go to the File menu and click Save As. The Save Form As window appears:
  7. Enter a name and a description for the form.
  8. Click Save then click OK to the confirmation message.
  9. To close the form, go to the File menu and choose Exit. If prompted to save again, click No. The Form window reappears. Your customised pay slip form will be listed.
    Forms window with customised form highlighted

Using a customised pay slip

You can choose which form you want to use when printing or emailing your pay slips (Payroll > Print/Email Pay Slips > Advanced Filters > Selected Form for Pay Slips).

(click to enlarge demo)


To add employee addresses to pay slips

To add employee addresses to pay slips

To add the employee's address to their pay slip you'll need to add the Payee field to the pay slip form. You should also make sure the address details are up to date in your employee cards.

  1. Open the pay slip form (go to the Setup menu > Customise Forms > Pay Slips tab > select the pay slip form > Customise).
  2. On the Customise tab, click Fields.
  3. Select the Payee field and click OK.
    Customise forms window with Fields button highlighted and payee field selected
  4. Position and size the Payee field to suit your needs.
    Because the Payee field includes the employee's name, you might want to remove the Name field and replace it with the Payee field. Here's our example:
    Customised pay slip form with payee field added


To add a note to pay slips

To add a note to pay slips

There's a few ways you can do this, depending on what you're trying to achieve.

If you want...Do this...
the same note to apear on all employee pay slips, every payCustomise the pay slip form and add a text box containing the text you want to appear
a one-off note to appear on an employee's pay slip
  1. Customise the pay slip form and add the Memo field.
    (click to enlarge)
  2. Position and resize the field as required.
  3. Save the customised pay slip form.
  4. When recording the employee's pay, enter the note in the Memo field.
    (click to enlarge)
  5. Print the pay slip using the customised pay slip form (see the note above about Using a customised pay slip).
    (click to enlarge)
the same note to appear on an employee's pay

 

  1. Customise the pay slip form and add the Memo field.
    (click to enlarge)
  2. Position and resize the field as required.
  3. Save the customised pay slip form.
  4. Open the employee's Standard Pay (Card File > Cards List > Employee tab > open the employee's card > Payroll Details tab > Standard Pay).
  5. Enter the note in the Memo field and click OK.
    (click to enlarge)

    The note will now appear in the Memo field when recording the employee's pay - you can change it here if needed.
    (click to enlarge)
  6. Print the pay slip using the customised pay slip form (see the note above about Using a customised pay slip).
    (click to enlarge)
To include year-to-date balances on pay slips

To include year-to-date balances on pay slips

You can include the year-to-date amounts paid and entitlement balances (which includes any carry-over balances) on your employee pay slips. Go to Setup > Preferences > Reports & Forms tab and select the option to Include all YTD amounts and Entitlement Balances on Paycheques Stubs

To include super and entitlements on pay slips

To include super and entitlements on pay slips

Superannuation categories and entitlement categories include an option to Print on Pay Advice. To access a payroll category, go to Payroll > Payroll Categories > Superannuation (or Entitlements ) tab > click the zoom arrow to open the category.


Super not showing on a pay slip?

If you've checked the set up of your superannuation categories and your employees, then the most likely cause is that the employee is yet to reach their monthly superannuation threshold.

If the amount earned by an employee for the month is currently less than $450, no superannuation will be calculated. This is because in the Superannuation Information window for the Superannuation Guarantee contribution category, the wage threshold before superannuation is calculated is set to $450. When the employee receives their next pay and their gross earning are above $450, superannuation will be calculated on the total gross amount of wages/salary earned for the month. The superannuation amount will "catch up" because total gross wages/salary for the month are now greater than $450.

payslip