Answer
Before you get started, it is recommonded you collect the following information from your new employee:
- Tax File Number (TFN)
- Bank account details (BSB, account name, account number)
- Super fund details (fund USI and employee's member number)
Below are some links which you may find helpful when a new employee starts working for you:
- New Employee Basic Information Sheet (PDF, Word Doc)
- ATO Super Choice (Nomination) Form
- ATO Tax File Declaration Form
- Fair Work information Statement
To add a new employee, go into Lightning Payroll and click Employees >> Actions >> New Employee.
This will bring up the new employee assistant. Follow the prompts to fill out the employee's details. If you don't have all the available information now, you will still be able to add it to the employee's profile later.
NOTE: If the employee does not yet have a TFN, the ATO has more information about placeholder TFNs here.
You can also watch our short tutorial video on the company and employee setup process.