Payroll Configuration Workflow

This workflow guides you through the essential steps to configure payroll in JobBag, from setting user access and payroll mappings to employee setup, superannuation, and STP configuration. Following this process ensures payroll is set up correctly before processing your first pay run.

Before You Start

Gather the following information:

• Identify who can and cannot view payroll information
• Employee personal, salary, and superannuation information
• Superannuation clearing and employee superannuation fund details (ABNs, USI)

Important: Ensure all confidential information is stored securely.

Step 1: Review Australia Country Tax Tab Settings

Go to:File > Configuration > Countries > Australia > Tax tab   

Ensure the superannuation rate, payroll tax, and leave entitlements are set correctly. If applicable, also confirm whether the organisation is registered for Working Holiday Makers.

Step 2: Update Payroll Group Privileges

Navigate to: File > Administration > User Maintenance   

• Update payroll group privileges as required for your organisation

Step 3: Review and Complete Payroll General Ledger Mapping

Navigate to: File > Configuration > Payroll

• Map payroll kinds and SBR mapping
• Review and complete control account mapping in Ledger > Chart of Accounts > Settings
• If mapping by department (e.g., Account Service, Creative, Admin), ensure departments are set in the organisation chart

Step 4: Payroll Cycles and Tax Tables

Navigate to: File > Configuration > Payroll

• Review and set payroll cycles
• Update tax tables as required

Step 5: Add New Superannuation Clearing House and Employee Superannuation Funds

1. Navigate to: JobBag > Address Book > New Worklist

   Select New > Business > Super Fund

   Enter:

   • Super Fund Name
   • Address
   • ABN and USI
   • Tick to Indicate which fund is the clearing house
2. Save the worklist for future reference

Step 6: Add a New Employee into the Address Book

1. Navigate to: JobBag > Address Book > Employee Worklist

   Select New > Individual > Employee

   Enter personal information:

   • Name, Home Address, DOB, Mobile, Personal Email
   • Under Details: Work Email, Phone Numbers
2. Save the record

Step 7: Add Employment Information

1. Go to the Employment tab in the employee address book record

   Create a Payroll Header

   Add new employment information, including:

   • Salary and package (Salary + Superannuation)
   • Tax and superannuation information

Step 8: Single Touch Payroll (STP)

JobBag connects to the ATO using the Relationship Authorisation Manager (RAM) for STP.

1. Three key steps must be completed by the owner/principal authority of the business
2. See the STP Configuration link for further details

Step 9: Check Payslips

• A standard payslip is available in JobBag for all employees with your logo

This completes the Payroll Configuration Overview.