Add Freelancer

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

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, time sheets, 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

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

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

➤ Super Fund

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

➤ Tax Info (Optional)

• Enter the Tax File Number details
• Include any withholding requirements

Step 3: Add Bank Details

Navigate to the Accounts tab > Select New