Add Employee (Onboarding)

Add Employee

Adding a new team member? Here's your complete guide to correctly setting up employees in JobBag - from creating their record to configuring salary details, super caps, payment splits, and even 9-day fortnights.

Step 1: Add a New Employee Record

1. Navigate to: JobBag > Address Book > All Employees Worklist

   Click New > Individual > Employee

   Fill in:

   • Personal details – name, home address, bank account, role
   • Business details – work landline/email (optional)
   • Other personal info – DOB, division, position, and email for payslips (DOB is used as the payslip password)
2. Choose Create to save, or Create and Add Contact to add additional contact info straight away.

Step 2: Add Employment Record & Salary Information

In the employee’s record, go to the Employment tab to complete:

➤ Payroll Header

• Click Add New Payroll Header
• Choose the record type (Employee), set the start date, and save
• This creates a unique payroll number

➤ Employment Info

• Add: hourly/cost rate, scheduled hours & workdays, pay cycle, utilisation rate, allowances, salary packaging, and leave entitlements

➤ Tax Info

• Use a signed tax declaration OR retrieve info via the ATO from the employee’s myGov account
• Instructions for new employees about how to complete the new employee form in their myGov account
• Instructions to how to retrieve tax info from the ATO

➤ Super Fund

• Add their fund details (Ensure the super fund is already set up in the Address Book)

Add new User

If the new employee requires access to JobBag, you will need to create a Username and Password

Navigation: File > Administration > User Maintenance > New

• Click New in the User Maintenance window
• Register the user with a current licence
• Assign a User Group, Division, and create a Username and Password

🔔 If a new licence is needed, contact support at (02) 8115 8090 or email support@jobbag.com.

Apply Maximum Super Contribution Base

For high-earning employees, set a super cap based on the ATO’s Maximum Contribution Base.

• 2024/25 cap = $65,070 per quarter

In Employment Info:

Choose:

• Monthly Cap: Evenly spread capped amount over monthly payslips
• Quarterly Cap: Full contributions made until the quarterly cap is reached

💡 If working with a salary package, deduct capped super from the total when setting the base salary.

Split Payments Across Bank Accounts (Optional)

If an employee wants to split pay across multiple accounts:

1. Go to Address Book > Employee Record > Accounts
   • Add additional bank accounts

   • Set one as the default

     In Employment/PAYG tab > Split Payments

   • Enter the amount to be paid into additional account(s)
   • Remainder will go to the default account

📌 Split Payments only apply when using batch payments.

Set Up a 9-Day Fortnight (Optional)

For employees on a 9-day fortnight:

1. Add the employee as normal

   In Employment Info:

   • Enter 4 hours for every second Friday worked

   • Reflect the actual paid days per cycle

     Override Default Capacity Hours:

   • Remove hours on the Friday not worked
   • Add hours (e.g. 8) to the working Friday

This ensures accurate capacity planning and payslip generation.