Step 1: Select "Employees" from the main menu.

Step 2: Now click on "Create New Employee"

Step 3: Fill in the details by selecting different sections of an employee

3.1 Select "Profile" to enter the details such as "Personal Information", "Contact Information", & "Emergency Contact" of an employee

3.1.1 Personal Information

Enter employee personal information, select title, enter first & last name, gender, and date of birth.

3.1.2 Contact Information:
Enter employee contact details, employee's phone number (primary/other), email address, and residential address of an employee.

Note: The email address of an employee should be unique.

3.1.3 Emergency Contact (Optional):

Enter emergency contact details of an employee, title, first & last name, relation, and phone number.


3.2 Select "Employment" to enter the details such as "Employment Details" "Tax Details", "Pay Run Settings", "Leave Settings" and "Other Criteria" details of an employee.

3.2.1 Employment Details :

Enter the job title, select the employment basis and joining date of the employee.

3.2.2 Tax Details:

Please enter the valid TFN number, select the TFN exemption status and residency of an employee.

Note: Choose the appropriate TFN exemption status of an employee by selecting the options below.

  • The residency status of the employee is automatically populated once the TFN number is entered.

3.2.3 Pay run Settings:

Super Threshold

Employees who earn less than the super threshold amount, i.e $450 per month, need not be paid super by the employer. That's optional. Once the employee's earnings reach the super threshold amount of $450, Super would be calculated automatically at the rate of 10%.


3.2.4 Leaves:

  • Please check the "Pay Annual & Personal Leave" box to enable the leaves option for an employee.

  • Annual Entitlements and Opening Balances for Annual and Personal Leaves are defined and saved.

  • You can enter the current available leave balance in "Opening Balance (Hours)"

  • set up "Leave Type" as Weeks Per Year (Pro Rata) where the leaves for the employee accrued and added on a pro-rata basis as they keep creating pay runs.

  • set up "Leave Type" as Hours Per year (Fixed) where the leaves for the employee are set up fixed hours.

    3.2.5 Other Criteria:

Select appropriate options mentioned below to sort your deductions.


3.3 Select "Pay Rates" to define the "Earnings" of an employee.

An employee's earnings are calculated based on pay item, pay type (hourly/annually/fixed), average weekly hours, and pay rate per hour (including/excluding super).

  1. Select pay type "Hourly" to enter an employee's average weekly hours and pay rate per hour.  

  2. Select pay type "Annually" to enter an employee's annual salary and average working hours per week. The pay rate (hourly) is auto-calculated. 

  3. Select pay type "Fixed" to enter an employee's fixed salary (Hours will be disabled if we select fixed pay type)

  4. "Super" defines whether to calculate the Super amount as part of the pay, or on top of the pay (inclusive/exclusive).

Note: Do not select pay type "Annually" to directly enter the pay rate (hourly).

3.4 Select "Banking & Super" to enter the "Bank Account Details" & "Super Fund" details of an employee.

3.4.1 Bank Account (Optional)

Enter bank account details of an employee, account name, account number, and BSB number.

3.4.2 Super Fund (Optional):

Select the super fund type, search for the super fund Name and enter the Unique Super Identifier of an employee.

3.5 Balances:

The opening balance for an employee is the year-to-date (YTD) payment value and the leave balance. YTD Values include Total Earnings (gross values), Total Tax, Super & PAYG earned between the current financial year and the joining date.

Example: If the joining date of an employee is 15th Aug 2019, values between July 1st, 2019 and Aug 15th, 2019 need to be entered. if the Joining Date is 15th Feb 2019, values between July 1st, 2018 and Feb 15th, 2019 need to be entered as Opening Balance.

3.5.1 To Update Gross Earnings of the employee


Step 1: Click on "Pay items" under "Balances" to update the opening balances for gross earnings during the year.

Step 2: "Select Financial year" to which year you want the gross earnings of the employee to be updated

Step 3: Select the Earnings Name as per the pay item assigned to the employee, such as (Casual Ordinary Hours / Permanent Ordinary Hours) under Earning Balances to update the opening balances for the employee's gross earnings.


3.5.2 To Update Opening Balances for Tax & Super.


Step 1: Click on "Tax & Super" under "Balances" to update the opening balances for "Tax Withheld" and "Super".

Step 2: "Select Financial year" to which year you want the employee's gross earnings to be updated.

Step 3: Enter the Individual "PayG", "Medicare Balance", "Student Loan Balance" amounts under "Tax Balances (Before Joining)" And "Super Guarantee Balance", "Salary Sacrifice Balance", "Employer Contributions Balance" Amounts under "Super".

3.6 Select "App Settings" to allow access to your employees.

You can now enable permissions to let your employees update their details on the employee app. This will automatically update employee details in your organization's Payroo account.

You can either enable/disable the permissions and click on "Save" on the bottom right corner of your screen

Note: Employees can download the "Payroo Employee" App from the play store or app store.

Step 4: Click on "Save" to save the details of an employee.

If you have any questions or feedback, please email us at support@payroo.com.au.

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