Payroll Setup Checklist

The following steps will need to be completed before you start your first pay run. Please check each one carefully, and contact our support team if you have any queries or require further assistance.

Payments

• Click Add to enter at least one bank account to use for the ABA file, which is used to disperse the individual payments after each pay run

ATO Settings

• These details will be used to identify this business to the ATO during electronic lodgements (Single Touch Payroll/STP).
• Enabling electronic lodgement will allow you to lodge STP events seamlessly to the ATO and lodge employee tax file declarations online directly to the ATO. 
• As you are using cloud-based software to report STP, you will need to establish a connection between the payroll software and the ATO. 

🔗 Learn more about setting up STP

🔗 Learn more about linking with the ATO

Pay Slips

• This allows you to customise the content provided to employees on their payslips.

Chart of Accounts

• Connect to a journal service to import accounts from or create accounts manually.

🔗 Learn more about importing accounts

💡 Some connections will not work in the current window. 

• When setting up the integration, right-click the integrations link in the menu and select Open in a new tab.

Opening Balances

• Bring across the current leave balances and/or year-to-date earnings amounts for staff.
• This should only be completed once your employee profiles have been imported and after your final pay run in your previous software!

🔗 Learn more about importing opening balances

Superannuation

• Click Add to configure your default super fund.
• Register with Beam to automate superannuation payments (optional)

🔗 Learn more about registering with Beam

Pay Schedules

• Pay Schedules determine the grouping and frequency of your pay runs.

🔗 Learn more about setting up pay schedules

Locations

• Our HR & Payroll Support will set these up for you and ensure they are correctly linked to other areas within the platform.

• There are various methods for entering your employee details into the system. 
• Please contact our support team to discuss the best option.

Assigning Awards

• Each employee must be assigned to an Award and an Employment Agreement to ensure their pay conditions are applied correctly.
• Click on the employee's payroll profile and go to Pay Run Defaults.

Assigning Leave Allowance Templates

• Each employee must be assigned a Leave Allowance Template to ensure they are accruing the correct entitlements as per their state and award conditions.
• Click on the employee's payroll profile and go to Pay Run Defaults.

Check Payment Details & Tax Declaration

• Ensure each employee has a Bank Account entered
• Ensure each employee has a Super Fund entered
• Ensure each employee has provided their Tax File Number (TFN)