Add Freelancer(NEW)

Freelancers can be set up in JobBag as either Freelancers or Suppliers, depending on how you work with them.

Freelancer or Supplier?

When set up as a Freelancer, they can:

• Have a JobBag login
• Complete timesheets
• Be assigned tasks and jobs
• Have superannuation calculated
• Have voluntary PAYG withholding deducted where required

If a worker does not require access to JobBag, timesheets, task assignments, superannuation calculations, or PAYG withholding, it may be more appropriate to set them up as a Supplier instead.

Employee or Independent Contractor?

In some circumstances, a Freelancer may be considered an Employee for taxation or superannuation purposes.

ATO Guidelines – Employee or independent contractor

Before You Start

Before creating a Freelancer record, obtain a signed Freelancer/Contractor Agreement that outlines:

• Trading terms
• Superannuation arrangement (Plus Super or Super Inclusive)
• Tax invoice requirements
• Agreed hours
• Job numbers (if applicable)
• Hourly or daily rate

You should also collect the following information:

• Business name (if applicable)
• Individual name
• Company or sole trader status
• ABN
• Gender
• Date of birth
• Residential address
• Contact details
• Super fund details
• Super fund member number

Note: Providing a Tax File Number (TFN) is optional but recommended

Step 1: Add the Freelancer to the Address Book

Navigate to: JobBag > Address Book > Supplier worklist    

Click New > Individual (Sole Trader) or Business(Company) > Freelancer

• Fill in:

• Personal details – name, home address, bank account, role
• Business details – work landline phone/email (optional)
• Supplier: Freelancer - Add the Kind and Payment terms

Note: Businesses operating as a Company are generally not eligible to receive superannuation contributions. If the worker is engaged through a Company and does not require access to JobBag, timesheets, task assignments, or PAYG withholding, it may be more appropriate to set them up as a Supplier rather than a Freelancer.

Step 2: Add Employment/PAYG/Super Information

In the Freelancer record, go to the Employment/PAYG tab to complete:

➤ Payroll Header

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

➤ Add New Employment Information

• Start date
• Standard hours (if applicable)
• Utilisation Rates
• Hourly/Cost Rate
• Charge Rate
• Tick if freelancer is superannuation

➤ Tax Info

• Tax Info form need to be approved to use superannuation export file
• The Tax File Number details are optional
• Include any withholding requirements

➤ Super Fund

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

Step 3: Add Bank Details

Navigate to the Accounts tab > Select New

Add new User ( If Required)

If the Freelancer requires access to JobBag to complete timesheets, view task, a user account must be created with 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.