The Purpose of this Guide is to explain the Main steps for setting up your Payroll in the order we recommend them.
NOTE: Payroll is an additional program available for purchase. Please contact us if you would like more information.
Main Setup Guides
Throughout your setup process of Payroll - There are preset examples you can use as a guide in each of the main Setup areas. Simply go to the section and press F4 to search and you will see the example record listed.
- Payroll Setup 1 - Employee Super Companies Setup = this guide can also be used every time you get a new employee with a new super company. http://service.autosoft.com.au/entries/22635654-Payroll-Setup-1-Employee-Superannuation-Companies-Setup
- Payroll Setup 2 - Superannuation Setup = this guide can also be used every time you get a new employee with a new super company http://service.autosoft.com.au/entries/22595459-Payroll-Setup-2-Superannuation-Setup-
- Payroll Setup 3 - Entitlements http://service.autosoft.com.au/entries/23115440-Payroll-Setup-3-Entitlements
- Payroll Setup 4 - Deductions http://service.autosoft.com.au/entries/22646104-Payroll-Setup-4-Deductions
- Payroll Setup 5 - Wage Types http://service.autosoft.com.au/entries/22647184-Payroll-Setup-5-Wage-Types
- Payroll Setup 6 - Full Time Employees = this guide can also be used every time you get a new employee. http://service.autosoft.com.au/entries/22917445-Payroll-Setup-6-How-to-Setup-Full-Time-Employees
Additional Guides (to be used as applicable)
- Opening/Carry over balances of Holiday and Sick Pay http://service.autosoft.com.au/entries/23054024-How-to-Enter-Total-Opening-Holiday-and-or-Sick-Leave-Accrued-
- Opening/Carry over balances of Payroll Payments already processed - NOTE: This is optional, another method is to enter all the payrolls processed thus far is to simply redo them via the normal payroll process, which also will enter the balances into the GL Accounts (the opening balance methods above will not). http://service.autosoft.com.au/entries/23343415-How-to-Enter-the-Opening-Balances-of-Employees-From-Previous-System-Payroll-
- Opening/Carry over balances of other Entitlements (e.g Long Service Leave, RDOs) http://service.autosoft.com.au/entries/47375210-How-to-Add-Long-Service-Leave-RDO-and-other-Entitlement-Opening-Balances-
- Part Time or Casual Employees http://service.autosoft.com.au/entries/21827859-How-to-Setup-Part-Time-or-Casual-Employees-inc-Entitlements
- Salary Sacrifice http://service.autosoft.com.au/entries/21336896-How-to-Setup-Salary-Sacrifice-for-an-Employee
- Leave Loading http://service.autosoft.com.au/entries/21317582-How-do-I-enter-Leave-Loading-in-Payroll
Once you are all setup, you can then follow the Payroll Processing Guides http://service.autosoft.com.au/entries/22993509-Payroll-Processing-Guides-Overview