The Employee Wizard

The Employee Wizard is the easiest way of creating an employee. You can think about each step as you are entering the details without being distracted by other windows. You can change any of the employee details later through the Employees list window.

If you intend to use the electronic lodgment of superannuation funds feature, you must enter all the details.

Step 1 – Personal Details

To create an employee using the wizard:

From the Wizard menu, choose Create New Employee.

To move backward one-step, click Previous.

To move forward one-step, click Next.

To exit the wizard, and lose the information you have entered, click Exit Wizard.

Select the employee's Title and Gender.

Enter the employee's details:

First Name can be up to 25 characters in length.

Surname can be up to 25 characters in length.

Home Telephone number should be entered including the area code. The employee’s superannuation company requires this number.

Date of Birth (DOB) Enter or click to select the DOB, which must be entered in the format ddmmyyyy (or ddmmyy).

Address – Enter full address, including post code. Select the state from the drop-down list.

If you intend to lodge your superannuation details electronically (see Export Superannuation Details ), you must enter all details.

4 Pay Employee Using – Select the pay method you wish to use to pay the employee:

image\radial.gif  Normal – Use this method for employee whose hours and pay details are usually the same each pay period.

 When you prepare the employee’s pay, the employee’s hours, pay rates, allowances, deductions, and most other pay details will come direct from the employee record. You'll only need to modify the pay if you need to adjust the hours for this pay period, or if you want to add leave taken, sundry items, commissions or bonuses.

image\radial.gif  Spreadsheet – Use this method if you have a lot of employees whose hours vary each period, such as casual employees. Using this method, you can enter the hours for a large number of employees on one easy-to-use spreadsheet -style window.

 The employee’s pay rates, allowances, deductions, and most other pay details will come direct from the employee record. When you prepare the employee’s pay, you'll also need to enter any leave taken, sundry items, commissions or bonuses for the current pay period.

image\radial.gif  Timesheet – Use this method if you have employees that are paid according the time they start and finish a work shift. Once you have set up the award details, you only need to enter the start time and the finish time. Elite Payroll will calculate any breaks as well as the different rates (such as overtime rates) that apply between the times that you specify.

 For the timesheet to work you need to have the employee's award set up correctly.

 Allowances, deductions, and most other pay details will come direct from the employee record. When you prepare the employee’s pay, you'll also need to enter any leave taken, sundry items, commissions or bonuses for the current pay period.

Click Next.

Note If you want to add a photo to the employee record, or if you want to change the employee number from the number automatically assigned, you can do this through the Employee list.

See also

image\related.gifEmployees List

image\related.gifEditing or deleting employee details

image\related.gifReinstate Employee

image\related.gifTerminate Employee