Add a new Employee

!It is the responsibility of all Australian businesses to employ legal workers. A person is a legal worker if they are:
– An Australian citizen
– An Australian permanent resident
– A New Zealand citizen, or
– A foreign national with a visa with permission to work in Australia
Read more here…

!Before adding the Employee, we recommend

1. Review your Awards/Agreements to determine if a suitable Award/Agreement exists for this Payee. if not, Add a new Award/Agreement.

2. If the Payee has returned the Superannuation standard choice form (or another alternative document which contains the same information), review your existing Super Funds in Super Manager to determine if a suitable Super Fund exists and iIf not Add the required details

3. If the Payee has not returned the relevant document, we recommend they are assigned to your Nominated Default Superannuation Fund until after the Employee has been included in a Submit Event (Posting a Pay Run). After this, the Stapled Superannuation Fund can be obtained from the ATO.

A New Employee can be added by clicking either New icon in the Employee List Window. The FIRST New Icon allows comprehensive Employee set up whereas the SECOND New icon runs our Employee Wizard which requires significantly less information making it the quicker option.

The below guide will step you through the second New icon being our Employee Wizard,*

• Option 1 – The Employee selected An Australian resident for tax purposes and has not provided a TFN or selected any other option at Question 1 in the Tax file number declaration (NAT 3092).
• Option 2 – The Employee selected An Australian resident for tax purposes and provided a TFN or selected I have made a separate application/enquiry to the ATO for a new or existing TFN at Question 1 in the Tax file number declaration (NAT 3092).
• Option 3 – The Employee selected An Australian resident for tax purposes in the Tax file number declaration (NAT 3092) and selected I am claiming an exemption because I am under 18 years of age and do not earn enough to pay tax at Question 1 in the Tax file number declaration (NAT 3092).
• Option 4 – The Employee selected An Australian resident for tax purposes and provided a TFN or selected I am claiming an exemption because I am in receipt of a pension, benefit or allowance or I have made a separate application/enquiry to the ATO for a new or existing TFN at Question 1 in the Tax file number declaration (NAT 3092). They have advised they wish to claim the Seniors and Pensioners Tax Offset (SAPTO) by returning either the Withholding declaration (NAT 3093) or the Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
• Option 5 – The Employee selected Working Holiday Maker in the Tax file number declaration (NAT 3092) (irrespective of whether a TFN is supplied).
• Option 6 – The Employee selected A foreign resident for tax purposes and has not provided a TFN or selected any other option at Question 1 in the Tax file number declaration (NAT 3092).
• Option 7 – The Employee selected A foreign resident for tax purposes and has either provided a TFN or selected I have made a separate application/enquiry to the ATO for a new or existing TFN at Question 1 in the Tax file number declaration (NAT 3092).
  

!Before adding an Employee who is a foreign resident for tax purposes (Option 6 & 7), please read here

1. Read here how to add a FLAT Tax Employee
2. Read here how to add a Sole Trader / Contractor
   1. Once added, a Recipient Created Tax Invoice can be generated. Read more here
3. Read here how to add a Australian Resident Employee who works overseas and income is from a ‘Foreign Source’

*However, if you would prefer you can follow our guide here to add employees with complete comprehensive details in one step.