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Payroll Configuration Overview
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Before you start
You will need to gather the following information.
- Understand who can and can't view payroll information
- Employees personal, salary and superannuation info
- Superannuation clearing and employees superannuation fund info ABNs, USI
Ensure confidential information is secure
In the File menu, go to Administration > User maintenance
Update Payroll Group Privileges
Review and complete Payroll General ledger mapping
In the File menu, go to configuration and then payroll
Review and complete Map payroll kinds and SBR mapping
Review and complete control account mapping. In the ledger menu, to chart of accounts and the settings
If you are mapping by department (Account Service, creative, admin) the departments will need to be set in the organisation chart
Payroll Cycles and Tax Tables
In the File menu, go to configuration and then payroll
Review and set Payroll Cycles and update Tax tables
Add New Superannuation clearing house and employees Superannuation funds
1. Navigate to > JobBag menu > address book > new worklist
2. Select new > Business > Super Fund
3 Add Super Fund Name Address, ABN and USI. You need to indicate which fund is the clearing house
4. Once you have added all the super funds save the work list for future reference
Add New Employee into the address book
1. Add new employee into the address book
2. Navigate to > JobBag menu > address book > employee worklist
3. Select new, individual, employee
4. Add employees personal information name, home address, DOB, mobile and personal email address and under details header enter employees work email, phone numbers and save
Add Employment Information
1. Go to the employment tab in the employee address book record
2. Create a Payroll Header
3. Add new employment information, enter salary and a package or salary plus superannuation, tax and superannuation information
Single Touch Payroll (STP)
Payslips
A standard payslip is available
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com