In this topic

• Introduction
• Bank File Configuration
• Set Up Cost Centres
• Set Up Locations
• Configure Additional Paycodes
• Configure Additional Payment Groups
• Configure Super Funds

Introduction

This guide is designed to help you (as a first time Ready pay (powered by ePayroll) employer) customise your employer configuration.

NOTE: Many of these tasks are not compulsory. Each section indicates whether the task is compulsory or optional.

Bank File Configuration

If you chose to pay your employees using an ABA/Bank File during the sign up process, be sure to update your:

• Bank Account Name
• Bank BSB
• Bank Account Number
• EFT User ID

Updating these details will ensure that the bank file produce when you run your payroll can be uploaded successfully.

You can update the bank file details on the Employer -> Employer Home screen. For more details, refer to the Manage Basic Details help topic.

If your bank requires your bank file to be self balanced, get in touch with our support team who can enable this configuration for you.

Set Up Cost Centres

Employee wages can be allocated to a cost centre, which allows you to understand the cost of each part of your organisation. By default, you will have one cost centre already configured.

If you do not currently use cost centres in your organisation, there is no need to change this default configuration.

If you want to configure additional cost centres, follow the instruction in the Manage Cost Centres help topic.

Set Up Locations

If you have staff employed at multiple locations, you may wish to set up the locations with Ready pay (powered by ePayroll) to match those where you employ staff. Each staff member can then be allocated to the location at which they are employed.

The primary purpose of locations within Ready pay (powered by ePayroll) is to allow you to configure public holidays that apply only to employees at a specific location. When an employee applies for leave using the leave management module, any location based public holidays that occur during their period of leave will not be deducted from their leave balances.

For more information about configuring locations refer to the Configure Locations help topic.

If you do not wish to configure locations at this stage, you do not need to. Locations can be configured later on and are not critical to the payroll process.

Configure Additional Paycodes

A paycode is a type of payment that can be made to an employee. By default, you will have standard paycodes for typical payments like:

• Ordinary Hours
• Leave (e.g. Annual Leave, Personal Leave, Unpaid Leave)
• Bonuses
• Back Pays
• Commissions

If you need to make other types of payments to your employees, refer to the Managing Paycodes help topic.

Configure Additional Payment Groups

A Payment Group groups together employees who have similar entitlements. This allows you to define these entitlements at a central location rather than against each individual employee.

By default, you will have 3 standard Payment Groups which are configured with the most common entitlements. The following default Payment Groups will be configured:

If you need to make amendments to the Payment Group configuration, refer to the Managing Payment Groups help topic.

Configure Super Funds

By default, you will have one default super fund called ‘No Super Fund Allocated’. This default fund can be used if you wish to add your employee’s super funds later on. If you run a payroll while employees are allocated to the ‘No Super Fund Allocated’ fund, you will be able to update their record with the correct super fund details even after running your first payroll.

We do however recommend configuring your employee’s super funds before setting up your employees. To configure super funds, refer to the Managing Superannuation Funds help topic.