Add Employee (Onboarding) NEW

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
• OLD LINK Instructions for new employees about how to complete the new employee form in their myGov account
• OLD LINK 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 a new employee requires access to JobBag

Navigation: File > Administration > User Maintenance

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.

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.