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Related topics are listed below.
Reinstate an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Reinstate an Employee
!If you are reinstating the employee to process a final outstanding payment, please print the Employee Masterfile Report so you have a copy of the original cessation date and can re-enter when processing the outstanding payment. Click Employees > Edit Employees…
How do I change an Award Description?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I change an Award Description?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Select the Award or Agreement to edit (click once to highlight). Click Edit. Next to Award, click Edit (Pencil Icon). Select the Award Description to edit (click…
How do I delete an Award Description?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I delete an Award Description?
An Award Description cannot be deleted if it currently linked to any Award (regardless or Status). Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Select the Award or Agreement to edit (click once to…
How do I view Ceased (Terminated) Employees who are allocated to a certain Pay Location / Department?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view Ceased (Terminated) Employees who are allocated to a certain Pay Location / Department?
Click Employees > Edit Employees or Click Employees from the Side Bar. Navigate to Pay Status. Deselect Employed and Inactive. Select Ceased. Navigate to Sort By…. Select Pay Location. Select the Pay Location / Department you require.
End of Financial Year
e-PayDay® Legacy Explained » File Menu » End of Financial Year
Step 1 – Read End of Financial Year Guide Step 2 – Print End of Financial Year Reports Step 3 – Print Payment Summaries Step 4 – Submit STP EOFY File Step 5 – Start New Financial Year Step 6 – Install…
Where do I delete an incorrectly recorded Employee Warning?
New Features, Known Issues and Frequently Asked Questions » Employees » Where do I delete an incorrectly recorded Employee Warning?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Termination. Navigate to DETAILS OF WARNINGS. Select the Warning to delete (click once to highlight). Click…
How do I run an Employee Accrual Balances against Transactions Health Check
e-PayDay® Legacy Explained » Pay Day Menu » Pay Day Overview » Pay Day Health Check » How do I run an Employee Accrual Balances against Transactions Health Check
Click Pay Day > Health Check > Employee Accrual Balances against Transactions An alert will display detailing if there are mismatches. *It is possible that any errors shown could be related to previously Terminated employees (not in the current Financial Year).…
How do I duplicate an Award or Agreement?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I duplicate an Award or Agreement?
By selecting this setting, Superannuation will calculate on the gross income (for applicable pay types) BEFORE the Salary Sacrifice is deducted. This means the the Employer Superannuation Contribution is not reduced due to the Salary Sacrifice. Click Awards &…
Change Financial Year Ending Date
New Features, Known Issues and Frequently Asked Questions » Company / Companies » Change Financial Year Ending Date
Click File > Company > Government. Navigate to Financial Year Ending and select the relevant Financial Year (eg. 2024) Click Save then Exit.
Delete Previous Financial Year data
New Features, Known Issues and Frequently Asked Questions » Company / Companies » Delete Previous Financial Year data
You will be unable to delete any data less than 8 years old as the ATO requires payroll information to be kept for a minimum of 7 years. If you decide to continue with deleting any data, please ensure the appropriate reports are printed and back ups created for…
How do I view who is currently using e-PayDay®?
New Features, Known Issues and Frequently Asked Questions » Company / Companies » How do I view who is currently using e-PayDay®?
Click File. Click Show All Users.
Edit an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Edit an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Change any details as necessary. Click Save then Exit.
Delete an Employee
Single Touch Payroll (STP) reporting explained. » Your ABN has changed part way through the Financial Year » Delete an Employee
!The ability to delete an Employee is only available if they have never been used in a Pay Run (Transactions recorded) or contain Year-To-Date Balances. If you are unable to delete the employee please follow Manually Cease an Employee If your Company is not already…
Deactivate an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Deactivate an Employee
Due to Single Touch Payroll reporting requirements, the ability to mark employees as ‘inactive’ has been removed from Version 19.62. Therefore we ALWAYS recommend that they are ceased through a Cessation Pay Run or by processing a manual…
Reactivate an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Reactivate an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Navigate to Pay Status. Deselect Employed (and Terminated if previously selected) Select Inactive Select the employee to edit (click once to highlight). Click Edit. Navigate to Active…
How do I run an Employee Pay Run Net against Calculated Net Health Check?
e-PayDay® Legacy Explained » Pay Day Menu » Pay Day Overview » Pay Day Health Check » How do I run an Employee Pay Run Net against Calculated Net Health Check?
Click Pay Day > Health Check > Check Employee Pay Run Net against Calculated Net An alert will display detailing if there are mismatches.
Where do I delete an existing Emergency Contact for my Employee?
New Features, Known Issues and Frequently Asked Questions » Employees » Where do I delete an existing Emergency Contact for my Employee?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click HR. Click Click here for e-Personnel™ Select the Emergency Contact to delete (click once to highlight). Click…
How do I mark an Award or Agreement as Inactive?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I mark an Award or Agreement as Inactive?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Select the Award or Agreement to edit (click once to highlight). Click Edit. Navigate to Active and click once to deselect. Click Save then…
End Of Financial Year Survival Guide
e-PayDay Legacy Payroll Manual » End of Month / Quarter / Financial Year Reporting » End Of Financial Year Survival Guide
Read our Single Touch Payroll End Of Financial Year Survival Guide here If you are not yet STP Reporting, please read our e-PayDay® Legacy EOFY Survival Guide here
Process an Out Of Cycle Pay Run for a Ceased Employee who has been underpaid by selecting an incorrect Pay Rate
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » Correct an Underpayment » Process an Out Of Cycle Pay Run for a Ceased Employee who has been underpaid by selecting an incorrect Pay Rate
!e-PayDay® Payroll Software Personnel are not registered Taxation or BAS agents and are unable to provide payroll advice. Therefore, please contact your Accountant/Bookkeeper before processing the additional payment in my next pay run to, firstly, ensure that you are…
Where do I add a new Employee Warning?
New Features, Known Issues and Frequently Asked Questions » Employees » Where do I add a new Employee Warning?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Termination. Click New. Select or enter the Date of the Warning. Enter the Name of the Person who issued the warning…
How do I limit what Pay Slips I see?
New Features, Known Issues and Frequently Asked Questions » Processing Payroll » How do I limit what Pay Slips I see?
Click Pay Day from the Side Bar. Click Pay Slips Click Configure. Click Toggle All to deselect all the Pay Slips listed in this window. Select Show Report for each Pay Slip you wish to have available for selection. Click Save then Exit.
How do I limit what Superannuation Reports I see?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I limit what Superannuation Reports I see?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Click Configure. Click Toggle All to…
How do I cease my Working Holiday Maker Employee, to rehire as a PAYG Employee?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I cease my Working Holiday Maker Employee, to rehire as a PAYG Employee?
Manually cease (terminate) the required Employee/s Reinstate the required Employee/s Change the Employees Payee Type to Employee
Employment
e-PayDay® Legacy Explained » Employees Menu » Employees Overview » Employment
*For set up instructions and commonly asked questions, see our Knowledge Base (Known Issues and Frequently Asked Questions) Details Pay Period Fortnightly Monthly Weekly Date Hired: Employee/Employer relationship started Job Title:…
How do I view only Monthly Employees?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view only Monthly Employees?
Click Employees > Edit Employees or Click Employees from the Side Bar. Navigate to Pay Period. Select Monthly.
How do I add a new Roster?
e-PayDay® Legacy Explained » Employee Rostering (e-Roster™) » How do I add a new Roster?
Click Extensions > e-Roster™. Select Spreadsheet Click Start Date. Select the Start Date Enter the Start and End* Times for the required Employee/s. Click Save.
How do I duplicate a Superannuation Fund?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I duplicate a Superannuation Fund?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Select the Super Fund to duplicate (click once to highlight). Click Duplicate. An alert will display: Do you want to duplicate the Award ‘Award Name’ ? Click Yes. The…
How do I delete my Company Logo?
New Features, Known Issues and Frequently Asked Questions » Company / Companies » How do I delete my Company Logo?
If your Company is not already open, Open your Company Once your Company is open; Click File > Edit or Click File > Company > Company Details. Navigate to the Company Logo. Click Delete.
How do I limit what Awards & Agreements I see?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I limit what Awards & Agreements I see?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Navigate to Type. Change Type from All to Casual. Commission. Full Time. Part Time. Salary.
End of Month / Quarter / Financial Year Reporting
e-PayDay Legacy Payroll Manual » End of Month / Quarter / Financial Year Reporting
End of Month or Quarter Reporting Print the following Reports for reconciliation and archive purposes (Optional) Accrual Tracking Report Leave Liability Report Payroll Analysis Report Employee Transactions Report Employee Balances Report Print or…
Getting Started for the New Financial Year
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Getting Started for the New Financial Year
Download and Install e-PayDay® Enter your Software Serial Number (SSN) and load your Licence, Add your Company, Add your Employees Awards & Agreements (Rates, Rules and Employment Conditions) Add your Employees Superannuation Funds Add your Employees Enter…
Cease a Working Holiday Maker (WHM) Employee and reinstate as a Foreign Employee
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » An Employee has been set up incorrectly » Cease a Working Holiday Maker (WHM) Employee and reinstate as a Foreign Employee
!If pay runs have already been processed for this employee, you will need to seek advice from your Accountant or Bookkeeper regarding their tax liability and discuss it with your employee, as it may mean they require additional tax to be deducted to ensure a tax bill…
How do I locate the Superannuation Fund (ID) the Employee is linked to?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I locate the Superannuation Fund (ID) the Employee is linked to?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to view (click once to highlight). Scroll across to locate and make note of the Super **#.
I have accidentally selected an Accounting Package. How do I re-set my Accounting Export?
New Features, Known Issues and Frequently Asked Questions » Processing Payroll » I have accidentally selected an Accounting Package. How do I re-set my Accounting Export?
Click Utilities > Clear OEM Value.
How do I sort my Employees by Surname?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I sort my Employees by Surname?
Click Employees > Edit Employees or Click Employees from the Side Bar. Navigate to Sort By…. Select Surname.
How do I use Search in Super Manager?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I use Search in Super Manager?
Click Super Manager > Search Fund or Click Super Manager from the Side Bar then click *Search. Navigate to *Enter your search details. . . * Select the setting you wish to change in Search in. If required, change Search By and enter Search For. Click…
How do I search for a Superannuation Report?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I search for a Superannuation Report?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Navigate to Search. Type the name of the…
How do I view only Active Superannuation Funds?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I view only Active Superannuation Funds?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Navigate to Status. Deselect Inactive. Select Active.
How do I view only Inactive Superannuation Funds?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I view only Inactive Superannuation Funds?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Navigate to Status. Deselect Active. Select Inactive.
How do I view only Scheduled Leave records?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view only Scheduled Leave records?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Status. Tick Scheduled and untick…
How do I view only Taken Leave records?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view only Taken Leave records?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Status. Tick Taken and untick…
How do I print my Deduction Payee Reports?
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » How do I print my Deduction Payee Reports?
Click Pay Types > Pay/Setup Payee Deductions. Select one Deduction Payee (click once to highlight), Multiple Deduction Payees (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Select the Report (or Reports) you wish to generate. Click Preview,…
View only Terminated / Ceased Employees
New Features, Known Issues and Frequently Asked Questions » Employees » View only Terminated / Ceased Employees
*Only Employees who have been terminated in the current Financial Year will be displayed. If you would like to view Employees who have been terminated in previous Financial Years, open an Archive. Click Employees > Edit Employees or Click Employees from the Side…
Cease a Foreign Employee and reinstate as a PAYG (Pay As You Go) Employee
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » An Employee has been set up incorrectly » Cease a Foreign Employee and reinstate as a PAYG (Pay As You Go) Employee
!If pay runs have already been processed for this employee, you will need to seek advice from your Accountant or Bookkeeper regarding their tax liability and discuss it with your employee, as it may mean they require additional tax to be deducted to ensure a tax bill…
Cease a PAYG (Pay As You Go) Employee and reinstate as a Foreign Employee
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » An Employee has been set up incorrectly » Cease a PAYG (Pay As You Go) Employee and reinstate as a Foreign Employee
!If pay runs have already been processed for this employee, you will need to seek advice from your Accountant or Bookkeeper regarding their tax liability and discuss it with your employee, as it may mean they require additional tax to be deducted to ensure a tax bill…
Add comments to an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Update an Employee from Casual to Permanent (Salary, Full-Time or Part-Time) » Add comments to an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Employment. Navigate to Comments (Additional Information). Click Date Stamp . Add the required comments. Click…
Schedule Leave within an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Schedule Leave within an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here fore e-Leave™ Extension Click New. Enter the Start Date, End Date, Type of Leave,…
Edit an existing Employee Warning
New Features, Known Issues and Frequently Asked Questions » Employees » Edit an existing Employee Warning
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Termination. Navigate to DETAILS OF WARNINGS. Select the Warning to amend (click once to highlight). Click…
How do I access an Employees Award while a pay run is active?
New Features, Known Issues and Frequently Asked Questions » Processing Payroll » How do I access an Employees Award while a pay run is active?
When composing the Employees Pay, click Edit (Pencil Icon) next to the Employees Award. Make any changes as necessary. Click Save and Exit to return to the employees Pay Envelope.
How do I locate my Employees Special Award Rate (Base Pay Rate) from their Employment Details?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I locate my Employees Special Award Rate (Base Pay Rate) from their Employment Details?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee you wish to view (click once to highlight). Click Edit. Click Employment Locate and make note of the Special Award Rate.
How do I run a Paytotals, Paylines Health Check?
e-PayDay® Legacy Explained » Pay Day Menu » Pay Day Overview » Pay Day Health Check » How do I run a Paytotals, Paylines Health Check?
Click Pay Day > Health Check > Check Paytotals, Paylines An alert will display detailing the number of PayTotalsDBIDs and will detail if there are errors.
How do I use Search in Awards & Agreements?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I use Search in Awards & Agreements?
Click Awards & Agreements > Search Awards & Agreements or Click Award & Agreements from the Side Bar then click Search Navigate to *Enter your search details. . . * Select the setting you wish to change in Search in. If required, change Search By and enter Search…
How do I add a new Award Description / Classification?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I add a new Award Description / Classification?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Select the Award or Agreement to edit (click once to highlight). Click Edit. Next to Award, click Edit (Pencil Icon). Click New. Enter the name of the Award or…
How do I mark a Superannuation Fund as Inactive?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I mark a Superannuation Fund as Inactive?
Superannuation Funds are unable to be marked as Inactive if there are any INACTIVE or ACTIVE Employees assigned. If there are TERMINATED Employees assigned to the Superannuation Fund that you are trying to mark as inactive, there must be no outstanding…
How do I print Superannuation Reports by Date Range?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I print Superannuation Reports by Date Range?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Select the Total Periodic Superannuation…
How do I view only Active Awards & Agreements?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I view only Active Awards & Agreements?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Navigate to Status. Deselect Inactive. Select Active.
How do I view only Inactive Awards & Agreements?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I view only Inactive Awards & Agreements?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Navigate to Status. Deselect Active. Select Inactive.
How do I record my Deduction Payee Payment/s?
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » How do I record my Deduction Payee Payment/s?
Click Pay Types > Pay/Setup Payee Deductions. Select one Deduction Payee (click once to highlight), Multiple Deduction Payees (Hold SHIFT or CTRL and select) or click Select All. Click Pay Deduction. An alert will display: Deduction Payment for Deduction Name for…
How do I change my Employees Payee Type from Working Holiday Maker (WHM) to Employee?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I cease my Working Holiday Maker Employee, to rehire as a PAYG Employee? » How do I change my Employees Payee Type from Working Holiday Maker (WHM) to Employee?
!The Employees Payee Type can only be changed if there have been no pay runs posted for the required employee. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Navigate to…
Enter an Additional Tax $ or % for an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Enter an Additional Tax $ or % for an Employee
*From Version 19.50, this field will also enable you to enter a set % amount to add to the calculated tax in each pay period. Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click…
How do I access / edit an Employees Details while a pay run is active?
New Features, Known Issues and Frequently Asked Questions » Processing Payroll » How do I access / edit an Employees Details while a pay run is active?
When composing the Employees Pay, click Edit (Pencil Icon) next to the Employees name. Make any changes as necessary. Click Save and Exit to return to the employees’ Pay Envelope.
Where do I set an automatic Annual Increase for an Award or Agreement?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » Where do I set an automatic Annual Increase for an Award or Agreement?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Select the Award or Agreement to edit (click once to highlight). Click Edit. Navigate to ‘Hours paid at’ Annual Increase Setting. Enter the Date of…
Your ABN has changed for the New Financial Year
Single Touch Payroll (STP) reporting explained. » Your ABN has changed for the New Financial Year
Read here to process any Cessation / Termination Pays as required or directed by your Accountant or Bookkeeper. Read here to process your End of Financial Year as normal. Read here to back up ALL Companies data and archive, Read here to update the Company…
Cease a Foreign Employee and reinstate as a Working Holiday Maker (WHM)
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » An Employee has been set up incorrectly » Cease a Foreign Employee and reinstate as a Working Holiday Maker (WHM)
!If pay runs have already been processed for this employee, you will need to seek advice from your Accountant or Bookkeeper regarding their tax liability, and discuss with your employee as it may mean they require additional tax to be deducted to ensure a tax bill is…
How do I check that I have recorded my Superannuation Contribution Payment/s?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I check that I have recorded my Superannuation Contribution Payment/s?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Select the Super Fund to edit (click once to highlight). Click Edit. Click Payment History. The first record displayed will be the last payment that was recorded when Pay Super was…
Add an Employee (FIRST New Icon)
New Features, Known Issues and Frequently Asked Questions » Employees » Add an Employee (FIRST New Icon)
Read here how to add a PAYG (Pay As You Go) Employee Read here how to add a Working Holiday Maker Employee Read here how to add a FLAT Tax Employee Read here how to add a J.P.D.A Employee Read here how to add a Sole Trader / Contractor Once added, a Recipient…
Allocate an Employee Personal Superannuation Fund
New Features, Known Issues and Frequently Asked Questions » Employees » Allocate an Employee Personal Superannuation Fund
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Superannuation. Navigate to Employee Superannuation Personal Contribution Details. If required, change these details…
How do I sort my Employees by Date Last Paid?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I sort my Employees by Date Last Paid?
Click Employees > Edit Employees or Click Employees from the Side Bar. Navigate to Sort By…. Select Date Last Paid.
How do I e-mail the Roster to my Employees?
e-PayDay® Legacy Explained » Employee Rostering (e-Roster™) » How do I e-mail the Roster to my Employees?
Click Extensions > e-Roster™. Once the Roster has been created by following How do I add a new Roster? do I add a new Roster?}, click Reports Select e-Mail e-Roster™ Spreadsheet Click e-Mail. The e-Mail Status window will display and as each employee is…
How do I sort my Awards & Agreements by Type?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I sort my Awards & Agreements by Type?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Navigate to Sort by…. Select Type. The Awards & Agreements will then be sorted in the following order Casual. Commission. Full Time. Part…
How do I add a new batch of Superannuation Reports?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I add a new batch of Superannuation Reports?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Navigate to Batch Reports…
How do I sort my Superannuation Funds in alphabetical order?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I sort my Superannuation Funds in alphabetical order?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Navigate to Sort by…. Select A . . . Z
How do I sort my Superannuation Funds in ID order?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I sort my Superannuation Funds in ID order?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Navigate to Sort by…. Select Number
How do I sort my Superannuation Funds by Payment Date?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I sort my Superannuation Funds by Payment Date?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Navigate to Sort by…. Select Payment Date
How do I sort my Superannuation Funds by Payment Frequency?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I sort my Superannuation Funds by Payment Frequency?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Navigate to Sort by…. Select Payment Frequency
How do I view my Employees recorded periods of TIL?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view my Employees recorded periods of TIL?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Leave Type. Select TIL.
Where do I set that my Employee is entitled to Leave Loading?
New Features, Known Issues and Frequently Asked Questions » Employees » Where do I set that my Employee is entitled to Leave Loading?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Taxation. Navigate to Leave Loading. Select Employee is entitled to Leave Loading?. Click Save then…
Cease a Working Holiday Maker (WHM) Employee and reinstate as a PAYG (Pay As You Go) Employee
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » An Employee has been set up incorrectly » Cease a Working Holiday Maker (WHM) Employee and reinstate as a PAYG (Pay As You Go) Employee
!If pay runs have already been processed for this employee, you will need to seek advice from your Accountant or Bookkeeper regarding their tax liability and discuss it with your employee, as it may mean they require additional tax to be deducted to ensure a tax bill…
Add an Australian Resident who selected I am claiming an exemption because I am under 18 years of age and do not earn enough to pay tax
e-PayDay Legacy Payroll Manual » Getting Started with e-PayDay® Legacy » Getting Started part way through the Financial Year (already STP Reporting) » Add a new Employee » Add an Australian Resident who selected I am claiming an exemption because I am under 18 years of age and do not earn enough to pay tax
!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…
Your ABN has changed part way through the Financial Year
Single Touch Payroll (STP) reporting explained. » Your ABN has changed part way through the Financial Year
Read here to process any Cessation / Termination Pays as required or directed by your Accountant or Bookkeeper. Read here to process your End of Financial Year. Read here to back up ALL Companies data and archives Read here to copy your Company. Read here to…
The Posting Date is NOT in the Current Financial Year
New Features, Known Issues and Frequently Asked Questions » Processing Payroll » The Posting Date is NOT in the Current Financial Year
If the alert states 01/07/2023 to 30/06/2024, End of Financial Year must be completed by following the BEFORE you can commence this pay run. Based on the dates, it seems as if Step 8 of the EOFY Guide has been missed. 01/07/2024 to 30/06/2025, read…
Add an Exempt Foreign Employment Income Pay Rate
New Features, Known Issues and Frequently Asked Questions » Pay Types (Rates, Allowances and Deductions) » Add an Exempt Foreign Employment Income Pay Rate
During a pay run, e-PayDay® will review the award the employee is linked to for the rate of pay and accruals. If there is a tick next to Annual Leave, when this pay rate is used in the pay run, e-PayDay® will confirm the selected items and accrue as…
Where do I set that my Employee is claiming a Medicare Levy Variation?
New Features, Known Issues and Frequently Asked Questions » Employees » Where do I set that my Employee is claiming a Medicare Levy Variation?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Taxation. Navigate to Medicare Levy. Select the appropriate option from the drop-down menu. Click Save then…
How do I run a YTD Balances against Transactions Health Check?
e-PayDay® Legacy Explained » Pay Day Menu » Pay Day Overview » Pay Day Health Check » How do I run a YTD Balances against Transactions Health Check?
Click Pay Day > Health Check > Check YTD Balances against Transactions An alert will display detailing the total of all pays YTD compared to the Employee Balances and will detail if there are errors.
How do I update all of my Superannuation Funds Payment Dates?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I update all of my Superannuation Funds Payment Dates?
Click Super Manager > Search Fund or Click Super Manager from the Side Bar then click *Search. Navigate to *Enter your search details. . . * Select Expected Payment Date. Click Search. Navigate to Replace selected item/s with. . . Complete Replace with as…
How do I sort my Awards & Agreements in alphabetical order?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I sort my Awards & Agreements in alphabetical order?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Navigate to Sort by…. Select A . . . Z
How do I mark a previously Inactive Superannuation Fund as Active?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I mark a previously Inactive Superannuation Fund as Active?
Click Super Manager > Edit Fund or Click Super Manager from the Side Bar. Select the Super Fund to edit (click once to highlight). Click Edit. Navigate to Active and click once to select. Click Payment Click Edit. Update Fund Paid as required. Update the…
How do I quickly change Report Windows while accessing Super Manager?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I quickly change Report Windows while accessing Super Manager?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Navigate to Go To. Choose the Reports section…
How do I print a previously created batch of Superannuation Reports?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I print a previously created batch of Superannuation Reports?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Navigate to Batch Reports Selection… Click…
How do I rename a previously created batch of Superannuation Reports?
New Features, Known Issues and Frequently Asked Questions » Superannuation Funds » How do I rename a previously created batch of Superannuation Reports?
Click Super Manager > Print > Fund Reports or Click Super Manager from the Side Bar. Select one Super Fund (click once to highlight), Multiple Funds (Hold SHIFT or CTRL and select) or click Select All. Click Reports. Navigate to Batch Reports Selection… Click…
How do I sort my Awards & Agreements in ID order?
New Features, Known Issues and Frequently Asked Questions » Awards & Agreements (Rates, Rules and Employment Conditions) » How do I sort my Awards & Agreements in ID order?
Click Awards & Agreements > Edit Awards & Agreements or Click Award & Agreements from the Side Bar. Navigate to Sort by…. Select Number
How do I view my Employees recorded periods of Annual Leave?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view my Employees recorded periods of Annual Leave?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Leave Type. Select Annual Leave.
How do I view my Employees recorded periods of Personal Leave?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view my Employees recorded periods of Personal Leave?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Leave Type. Select Personal…
How do I view my Employees recorded periods of Public Holidays?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view my Employees recorded periods of Public Holidays?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Leave Type. Select Public…
How do I view my Employees recorded periods of Other Leave?
New Features, Known Issues and Frequently Asked Questions » Employees » How do I view my Employees recorded periods of Other Leave?
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Accruals. Click Click here for e-Leave™ Extension. Navigate to Leave Type. Select Other.
Edit / Change / Update an existing Emergency Contact for an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » Edit / Change / Update an existing Emergency Contact for an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click HR. Click Click here for e-Personnel™ Select the Emergency Contact to amend (click once to highlight). Click…
STP Reporting an incorrect Tax File Number for an Employee
Single Touch Payroll (STP) reporting explained. » STP Reporting an incorrect Tax File Number for an Employee
!Please Request Assistance from e-PayDay Support before completing the below procedure. Read here to open the Company you require. Read here to back up your current Company data, as this will be restored in a later step. Read here to manually reduce the YTD…
View comments previously added to an Employee
New Features, Known Issues and Frequently Asked Questions » Employees » View comments previously added to an Employee
Click Employees > Edit Employees or Click Employees from the Side Bar. Select the employee to edit (click once to highlight). Click Edit. Click Employment. Navigate to Comments (Additional Information).
An Employee has been set up incorrectly
e-PayDay Legacy Payroll Manual » Pay Run Procedure » Correct a mistake that has been reported to the ATO » An Employee has been set up incorrectly
Read here If a PAYG (Pay As You Go) Employee needs to be reinstated as a Working Holiday Maker (WHM) Read here If a PAYG (Pay As You Go) Employee needs to be reinstated as a Foreign Employee. Read here If a Foreign Employee needs to be reinstated as a Working…