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

Step 2: Now click on "Create New Employee"

Step 3: Fill in the profile details of an employee and click on "Create"

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

Below is the video for your reference.

4.1 Employment Details :

Enter the Job Title, select the employment basis, Employee ID and Joining date of the employee.

Note: Job Title and Employee ID are optional
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4.2 Tax Details:

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

Note: You can tick the box "Editable on Employee App" to allow your employee to add the details from the Payroo Employee Application (which is available from the Play Store or App Store)

Super Threshold (This is applicable for the financial years till 2021-2022)

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% (Super 10% for years 2021-2022)

4.4 Other Criteria:

Select the appropriate options mentioned below to sort your deductions.

4.5 Select "Leaves" to enable leave for the employee

Note: Leaves can only be enabled for Full-time and Part-time employees

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).

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

4.7 Select "Banking & Super" to enter the "Bank Account Details" & "Super Fund" details of an employee.
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​4.7.1 Bank Account (Optional)

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

4.7.2 Super Fund (Optional):
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Select the super fund type, search for the super fund Name and enter the Unique Super Identifier of an employee.

Note: You can tick the box "Editable on Employee App" to allow your employee to add the details from the Payroo Employee Application (which is available from the Play Store or App Store)

4.8 Opening Balances:
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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.

4.8.1 To Update Opening Balances for Tax & Super.

​Step 1: Click on "Tax & Super" under "Opening Balances" to update the opening balances for "Tax Withheld" and "Super".
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​Step 2: "Select Financial year" to which year you want the employee's gross earnings to be updated.
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​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".

​4.8.2 To Update Gross Earnings of the employee

​Step 1: Click on "Pay items" under "Opening Balances" to update the opening balances for gross earnings during the year.
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​Step 2: "Select Financial year" to which year you want the gross earnings of the employee to be updated
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​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.

Click on "+" if you wish to add more earning balances.
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Step 5: Click on "Save" to save the details of an employee.
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