Add Employee (Onboarding)

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). All numbers must have spaces eg.0423 331 111 or 02 8115 8090
   • Other personal info – DOB, division, position, gender and email for payslips (DOB is used as the payslip password)
2. Choose Create to save

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: Start date
• Description
• Scheduled hours & workdays
• Utilisation rate
• Employee/Freelancer
• Pay cycle
• Add Salary information Add Gross amount or Salary Package amount
• Salary and Super rate should calculate automatically once the Gross or Salary Package is entered
• Enter O/H cost rate (If applicable)
• Costs = Salary + Super + Allowances + OH
• Enter Charge Rate - Understanding Charge, costs and special rates in JobBag
• Tick "Use Timesheets" if you want to use employees timesheets to calculate gross.
• Add leave entitlements
• Save

➤ 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 Bank accounts and 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.

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 User Name and Password

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

Maximum Super Contribution Base (MCB)

The Maximum Super Contribution Base (MCB) is now configured annually and has been moved to the Australian Country Tax settings.

Navigation:

File > Configuration > Countries Australia > Tax tab

This has already been configured in your JobBag data. JobBag will automatically update the MCB each financial year when new thresholds apply.

For the 2026–2027 financial year, the MCB is $270,830.

The MCB is no longer maintained within the employee employment record.

Once an employee reaches the MCB threshold, superannuation will stop calculating.

For the 2026–2027 financial year, this applies when either:

• The employee reaches $270,830 in earnings, or
• Super contributions reach $32,500

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.