Most of the information here will default from your company's Payroll Configuration. Regardless, it's important to check that all fields are set correctly.
Employee Info
- Payroll Employment Status - select the employee's employment status
- Pay Type - select Salary or Wages
- Net Pay Payment Method - select EFT Upload, Cheque, Cash or Manual Online
- Payroll State - select the state for payroll tax liability calculations and holidays. Also used for Leave Management
- Position Title - select or create a position title for the employee. This information will appear on their payslip and PAYG Summary.
- Award / Agreement Name - select their Award or Agreement. This information will appear on their payslip
- Payslip Method - select how the employee should receive their payslip - email, print or online.
- Email for Payslips - this does not default from email field and is usually a personal email address where the employee wants their payslips sent to
- Workers Comp Policy Name - this defaults from the configuration
- Workers Comp Policy Number - this defaults from the configuration
- Employee Pay Date - set this if the employee needs to be paid on a different cycle/pay date to other employees
Employee Setup Guide
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Calculation Info
- Payroll Country - defaults from the configuration, can be used as a filter on the pay run
- Pay Frequency - select the employee's pay frequency - either Bi-Monthly, Fortnightly, Monthly, Weekly or Exclude from Payrun
- Salary Packaging for Super - mark this checkbox if the employee is paid Superannuation based on salary packaging
- Ordinary Hrs Per Week - enter the number of hours in a working week, e.g. 38. This drives the leave accrual calculations
- Leave Request Working Week - select the working week which best describes the hours for calculations on leave accruals. The rostered options are for casual employees who do not work on set days, but have a maximum number of hours per day. You can create new leave request working weeks for other situations not covered by those created by ICS.
- Leave Request Approver - select the employee that will approve any leave requests
- Pay from NetSuite time - check to use standard NetSuite timesheets to calculate the number of hours to pay the employee. The timesheet entry form needs to include the payroll pay component sub type field and this needs to be populated by the employee. Usually this is used for casuals or part timers (on wages). Any timesheets for normal time will be ignored if this option is unchecked.
- Accrue Leave on Time-sheet only - select this if you want to accrue leave based on the hours entered on timesheets, this may be if the employee works different hours per week. Usually this is used for casuals or part timers (on wages).
Posting Info
- Payroll Balance Sheet Account - select the clearing account that the net pay will post to.
- Super Expense Account - select the P&L Superannuation expense account.
- Payroll Expense Allocation - this field is used to post entries to a different GL account than the setup has otherwise determined. E.g. if you want to post wages for casuals to “Contractor Expenses” rather than “Salaries and Wages”.
System Set Fields
Most of these fields update once pay components are created. You may need to enter the following:
- Payroll ID - if you have an alternate identification number for the Employee then enter it here. For example, if you are migrating from a different Payroll system that had its own IDs for employees.
Go to step 5. Tax Info tab