Staff setup

Payroll runs correctly only when staff records are complete and accurate.

Use this page to prepare payroll-ready staff cards with personal, tax, bank, and super details.

Required staff details

Before processing payroll, confirm each employee record includes:

• First name and surname
• Date of birth
• Phone number and email address
• Residential address
• Bank details (account name, BSB, account number)
• Super details (fund name, fund ABN, USI/SPIN, member number)
• TFN details (tax file number, employment basis, tax settings)

Ways to create staff records

You can create or update payroll-ready staff cards in two ways:

• Digital onboarding (recommended)
• Manual entry in staff cards

Digital onboarding

Digital onboarding helps collect employee information directly from staff members.

Use this approach when you want staff to submit their details online before payroll setup is finalised.

Manual staff card setup

1. Go to Staff.
2. Select Create.
3. Enter required employee details.
4. Complete payroll-relevant fields, including tax, bank, and super.
5. Select Done to save.

Review and maintain staff data

After creating a staff card, review payroll details regularly and update records whenever employee information changes.

Use Staff Information for the full staff card reference and field behaviour.