👉 If you are migrating from e-PayDay Legacy, please refer to Start with e-PayDay Go (Migrate from e-PayDay Legacy (Desktop, Hosted or FREEPAY)).

To start using e-PayDay Go®

• STEP 1 - Sign Up and start using e-PayDay Go.
• STEP 2 - Review your Organisation settings.
• STEP 3 - Add your Awards and/or Agreements.
• STEP 4 - Add your Superannuation Funds.
• STEP 5 - Review the system default Pay Types and add any you require.
• STEP 6 - Add your Payees. 
• STEP 7 - Process a Pay Run.

👉 If you have chosen to migrate the Payees Year To Date Taxation Balances, you MUST

• enter the BMS ID from your previous payroll in Previous BMS ID when completing STEP 2.
• Enter the STP Payee ID from your previous payroll in EITHER the STP Payee ID OR STP Previous Payee Payroll ID when completing STEP 5.
• After completing the above, Send an Update Event to the ATO before processing your first pay run.

STEP 1 - Sign Up and start using e-PayDay Go.

1. Access e-PayDay Go to Sign Up.

2. Select I agree to the Terms of Use and Privacy Policy after selecting each individual link and reviewing these documents.

3. Enter the Organisation (Tenant) Name. Enter a short name (nickname) to identify your organisation. You can enter letters numbers - and _ (do not use spaces).
   E.g., Cold Press Juices Pty Ltd could be entered as ColdPress, coldpress, cold-press, ColdPressJuices, cold_press_juices etc.

4. Enter the number of Employees and the number of Companies.

5. In Administrator Account Settings;

   1. Enter your First Name, Other Name and Family Name.

   2. Enter either the Organisation or your personal Phone number.

   3. Enter the Director ID if you have this available to you.

   4. Enter the Administrator email address. 

   5. Enter a password for the Administrator account, then Re-type the same password in the Administrator password (repeat).

6. In Organisation (Legal Entity);

   1. Select either ABN or WPN and enter the relevant identifier. 

      👉 If ABN was selected, enter the Branch Code (GST Branch Number) associated with this Organisation. 
      🎯 If you are unsure of this identifier, it can be obtained by accessing the ATO's Online services for business.

   2. Enter the Organisation Name (Legal Entity) name as listed on ABN Lookup.

   3. Enter the Address, including Suburb/Town, State/Territory and Post Code. The Country is disabled and set to Australia by default.

   4. Enter the Organisations Email address, Phone (Business Hours) and Name of Payer Declarer, then select Submit.

   5. The Successfully Registered page will be displayed. 
      🎯 An email will be sent to verify your email address. We will be notified when you have verified your email address. You will be notified by email when the details you provided have been confirmed to comply with the Know Your Customer (KYC) regulations, which may take up to 48 hours to complete.
      🎯 If you do not verify your email address, we will not be notified that you have signed up. Please check your spam or junk folder if you cannot locate this email.

NEXT STEP: Once your account is activated, you can log in and review your Organisation settings (STEP 2).

STEP 2 - Review your Organisation settings.

1. Select Organisation from the side menu.
2. Select Banking.
3. Choose the required Payment Method - Cash, EFT or FAST-Bank.
   👉 If EFT is selected, enter the BSB, Account Number and Account Name.
   👉 If FAST-Bank is selected, enter the BSB, Account Number, Account Name, Name of Remitter and APCA ID. Update the Transaction Code, Description, Self Balancing Transaction and Short File Name settings if required.
   🎯 Please contact your Financial institution to confirm the APCA ID, Transaction Code and whether the FAST-Bank File needs to contain a Self Balancing Transaction or use a Short File Name.
   👉 If FAST-Bank is selected in the Payment Method, and you wish to enter the Holding Account Details, select the required Holding Account.
   👉 If Pay As You Go Withholding (PAYGW) is selected, enter the BSB, Account Number, Account Name and update the Reference, if required.
   👉 If Superannuation (SG) is selected, enter the BSB, Account Number and Account Name. Change the Contribution Type and update the Reference, if required.
4. Select Taxation.
5. Select Registered as an Employer of Working Holiday Makers (WHM) if the Organisation is registered with the ATO as an Employer of working holiday makers.
6. Select Exempt from FBT under section 57A of the FBTAA 1986 if the Orgainsation is exempt from FBT per section 57A of the FBTAA 1986.
7. Select Superannuation File Details.
8. Select the required File Format.
   👉 If QuickSuper is selected; Change the Date Format if required and enter the Employer ID provided to your Orgainsation by QuickSuper.
   👉 If SAFF is selected,
   1. Enter the First Name and Family Name of the Payer Contact. Then enter the BSB, Account Number and Account Name for the bank account you would like the Superannuation Payments debited from or refunded if there is an issue.
   2. Next, enter the Name of Remitter, generally the Organisation (Legal Entity) Name. 
   3. Next, enter the BSB, Account Number, Account Name, Name of Remitter and APCA ID. Update the Transaction Code and Description displayed on your Bank Statement if required.  
   4. Lastly, deselect Self Balancing Transaction and/or Short File Name, if required.
9. Select Pay Run Settings.
10. Select the first Pay Period you currently process Payroll for.
11. Select or enter the Pay Period Ends Date for your chosen Pay Period.
12. Select or enter the Pay Day for your chosen Pay Period.
    🎯 If your Organisation processes payroll for multiple Pay Periods (eg. Weekly and Monthly), complete the above procedure before changing the option selected in Pay Period.
13. Select the relevant option in Weeks Per Year.
14. Select the relevant option in Round Net Pays.
15. If required, select Hide System Default Pay Types when processing a Pay Run and/or Hide Leave Balances (Hours) when processing a Pay Run and on the Pay Advice Slip.
16. If required, choose your FAST-Pay File Options.
17. If required, choose your e-Time (Timesheets) Options.
18. If required, choose the relevant Pay Advice Slip Options.
19. Select STP Reporting.
20. Update the Name of Payer Declarer if required and enter the Previous BMS ID, if migrating from another Payroll Solution. 
    🎯 A Previous BMD ID is NOT required when migrating from e-PayDay Legacy (Desktop, Hosted or FREEPAY)
21. Then select Save, unless an Intermediary acts on behalf of the Organisation.
    👉 If an Intermediary acts on behalf of the Organisation, navigate to Intermediary Details and enter the Intermediary's ABN, Registered Agent Number. Name of Intermediary Declarer, Email and Phone (Business Hours), then select Save.

NEXT STEP: When your Organisation settings are completed, it's time to add your Awards/Agreements (STEP 3).

STEP 3 - Add your Awards and/or Agreements.

🎯 You can use the Fair Work Find my award tool to confirm which Awards apply to your Business. You may also have a Registered Agreement in place which can be searched on the Fair Work Commission website. You should seek external qualified advice if you are unsure.

1. Select Awards/Agreements from the side many.
2. To add an Award, select Add an Award.
3. To add an Agreement, select Agreements and then select Add an Agreement. For Directors, refer to Add a Director's Agreement.

NEXT STEP: After completing the setup process for your Awards/Agreements, you can add your Superannuation Funds (STEP 4).

STEP 4 - Add your Superannuation Funds.

1. Select Superannuation from the side menu, Select Fuperannuation Funds then select Add a Fund.
2. Either Search Funds by (ABN, Name or USI) or manually enter the Superannuation Fund's Australian Business Number (ABN), Unique Superannuation Identifier (USI) or Electronic Service Address (ESA) Fund Name and Product Name.
3. Select Payment Method. 
4. If required, change the Payment Method.
   👉 If Direct Credit is selected, enter the Superannuation Fund's BSB, Account Number and Account Name, then select Save.
   👉 If BPay is selected, enter the Superannuation Fund's BPay Biller Code and Customer Reference Number (CRN), then select Save.
   👉 The Superannuation Fund Generated Employer Identifier is only required if you add a Self Manager Superannuation Fund (SMSF) and QuickSuper is selected in Superannuation File Details within the Organisation.

NEXT STEP: When your Superannuation settings are finished, review the system default Pay Types and add any you require (STEP 5).

STEP 5 - Review the system default Pay Types and add any you require.

1. Select Pay Types from the side menu and review our System Default Pay Rates, Allowances and Deductions to ensure those you require exist in the system. If your Payees
   1. are being paid an All Purpose Allowance, please refer to Your Award/Agreement includes an All Purpose Allowance.
   2. are being paid a Casual Ordinary Hourly Rate, please refer to Awards with a Casual Ordinary Hourly Rate.
   3. have Deductions that need to be disbursed with the FAST-Bank File, please refer to Pay your Payees by FAST-Bank (ABA) File.
   4. are entitled to Employer SG per Employees aged under 18 or Domestic or Private Workers, refer to Add a User Modified Pay Rate (Hours for Employer SG).
   5. are covered by Portable Long Service, please refer to Portable Long Service Leave.

NEXT STEP: After checking and configuring your Pay Types, you can add your payees (STEP 6).

STEP 6 - Add your Payees.

• The answers to the following questions in the relevant ATO Documents assist in determining the Tax Treatment and correct PAYGW calculation e-PayDay Go®.
  • Tax file number declaration (NAT 3092) - Questions 1, 8, 9 and 10.
  • Withholding declaration (NAT 3093) - Question 3, 4, 5, 6, 7 and 8.
  • Withholding declaration – short version for Seniors and Pensioners (NAT 5072) - Question 3, 4, 5 and 6.
  • Medicare levy variation declaration (NAT 0929) - Questions 1, 4, 5, 6, 7, 8, 9, 11 and 12.
• There are some Tax Treatments where there are no indicators on the relevant ATO documents to assist in determining if it applies to the Payee, such as
  • Individuals employed in the horticultural or shearing industry.
  • Seasonal Worker Programme and Pacific Labour Scheme.

Before adding the Employee, we recommend that you;

1. Review your Awards/Agreements to determine if a suitable Award/Agreement exists for this Payee. If not, add a new Award or Agreement. 
2. If the Payee has returned the Superannuation standard choice form (or another alternative document that contains the same information), review your existing Super Funds in Superannuation Funds to determine if a suitable Super Fund exists.
   1. If not, add the relevant Superannuation Fund for the Payee.
   2. If they have not returned the relevant document, we recommend that the Payee be assigned to your Nominated Default Superannuation Fund until they are included in a Submit Event (Posting a Pay Run). After this, the Stapled Superannuation Fund can be obtained from the ATO.

Add a Payee

1. Add an Australian Resident Payee
2. Add a Foreign Resident Payee
3. Add a Working Holiday Maker Payee

Add a Payee from your previous Payroll (STP2)

👉 If you have chosen to migrate the Payees Year To Date Taxation Balances, you can

1. Allow e-PayDay Go to automatically assign a new STP Payee ID, which means the STP Payee ID from your previous payroll must be entered into the STP Previous Payee Payroll ID.
2. Use the STP Payee ID from your previous payroll, which must be entered into the STP Payee ID.

Add an Australian Resident Payee.

1. Select Payees from the side menu.
2. Select Add a Payee.
3. Enter your own Time Clock ID, Payee Code, and STP Payee ID or allow e-PayDay Go to automatically create and assign these identifiers when the Payee Masterfile is saved.
4. Change Residency for Taxation Purposes to Foreign Resident.
5. Enter the Payee's Tax File Number (TFN) per the Tax File Number Declaration (NAT 3092) or the relevant Tax File Number (TFN) Exemption Codes.
6. Enter or select the Payee's 
   1. First Name, Other Name and Family Name. Where the payee has a legal single name only;
      1. In Family Name, enter the Payee's Name as provided in the Tax File Number Declaration (NAT 3092).
      2. In First Name, enter NOT APPLICABLE.
   2. Birthdate and Gender.
   3. Address, including Suburb / Town, State, Post Code and Country.
   4. Email Address and Phone Number.
7. Select Taxation and Medicare.
   1. If required, change the Tax Treatment. Tax Treatment is disabled when the Tax File Number (TFN) is 333-333-333 or 444-444-444.
      1. Regular
      2. Seniors and Pensioners
      3. Horticulturists and Shearers
   2. The Tax Treatment Code is automatically generated based on the Payees' Tax Treatment.
   3. If required, change the Income Stream to Closely Held Payee.
   4. Select the Employment Basis.
   5. Deselect Tax Free Threshold if required per the Tax File Number Declaration (NAT 3092) or Withholding Declaration (NAT 3093).
      1. The Tax Free Threshold is DISABLED and unable to be deselected if the Tax File Number is 333-333-333 or 444-444-444.
   6. Select Student and Training Support Loans (STSL) if required per the Tax File Number Declaration (NAT 3092) or Withholding Declaration (NAT 3093).
      1. Student and Training Support Loans (STSL) is DISABLED and cannot be selected if the Payees Tax File Number is 333-333-333.
   7. If Tax Treatment is set to Seniors and Pensioners, select the relevant Senior Australians and Pensioners Tax Offset (SAPTO) per Question 8 in Withholding Declaration (NAT 3093) or Question 6 in Withholding declaration – short version for Seniors and Pensioners (NAT 5072).
   8. Enter or select the Date Signed and Payee Signature present?
   9. If the Payee has returned a Medicare Levy Variation Declaration (NAT 0929), navigate to Medicare.
      1. If the Payee answered Yes to Question 4. Select Increase the amounts withheld to cover the Medicare levy surcharge, then the relevant percentage.
      2. If the Payee answered Yes to Questions 5 and 6, select Medicare Levy Exemption, then Half.
      3. If the Payee answered Yes to Questions 5 and 7, select Medicare Levy Exemption, then Full.
      4. If the Payee answered Yes to Question 8, Question 9 and/or 12, select Medicare Levy Reduction, then Spouse and/or Dependent Children.
      5. If the Payee answered Yes to Questions 5, 6, 8, 9 and/or 12, select:
      6. Medicare Levy Exemption then Half.
      7. Medicare Levy Reduction then Spouse and/or Dependent Children.
   10. Select Employment and Payment.
       1. Select either Award or Agreement, depending on what applies to this Payee.
          👉 If Award is selected, select the Modern Award Drop Down Menu to view a list of previously added Awards to choose the most appropriate option.
          👉 If Agreement is selected, select the Agreement Name Drop Down Menu to view a list of previously added Agreements to choose the most appropriate option.
       2. Enter the Payee's Job Title, which may differ from the Classification.
       3. Change the Pay Period, if required.
       4. Change the OTE Hours Per Week*, Rate per Hour* or Annual Salary (Excluding SG)* as required.
       5. Enter or select the Payee's Commenced Date.
       6.  If required, select Cost Centres and select the defaults as required.
       7. If required,  select All Purpose Allowance and add the relevant allowances per the Payees Award.

       8. Navigate to Pay Template.

          1. Select the relevant Pay Types required for this Payee. For example, if the Payee is a Casual, we recommend adding Casual Loading (OTE). If Advanced Pay Template is selected, amend the Quantity and/or Rate, if required.

          2. Select Add.
             🎯 To be able to select Salary Sacrifice (to Super Fund, OTE) and After Tax Superannuation Contribution in Pay Template, the Payee's Personal Superannuation Contribution Details must be entered.

       9. Navigate to Payment Method and select the appropriate option. If EFT or FAST-Bank is selected,
          1. Select the Dollar or Percent Icon and enter the relevant amount. If the bank account does not have a defined amount, select the Balance Icon. 
          2. Enter the Payees BSB, Account Number, Account Name & Reference.
          3. Then select add to add the account. Repeat the above steps until all accounts are added. 
             1. If the Payee has advised that they have
                1. one Bank Account, select Percent and enter 100.00.
                2. multiple Bank Accounts,
                   1. all with a set dollar value (except the Balance), select Dollar and enter the dollar value. With this option, please ensure a bank account is added where Balance is selected so that the remaining pay goes into another account.
                   2. all with set percentage values (except the Balance), select Percent and enter the percentage value. With this option, please ensure a bank account is added where Balance is selected so that the remaining pay goes into another account.
                   3. with a combination of % and $, refer to Payees with bank accounts that have a combination of dollar and percentage values.     
   11. If required, select Deduction Banking and Repayments to add any deductions that must be repaid or disbursed with the FAST-Bank File.
   12. Select Superannuation Rules and Fund Details.
       1. Select either Under 18 Employer SG Rule and/or Domestic or Private Worker Employer SG Rule, if required which are only available when Pay Period = Weekly.
   13. Navigate to Superannuation Fund Details
       1. Within Employer SG Contributions,
          1. Select the Superannuation Fund and enter the Member Number 
          2. Change the amount ($ or %) or Enter the Minimum and/or Maximum Contribution amount if required.
       2. Within Additional Contributions (RESC), which only applies If the Payee receives additional contributions as part of an employee's individual salary package (which equates to more than the Mandatory Employer Superannuation Amount, presently 11.50%,
          1. Select Use Employer SG Contribution Details? If the Additional Contributions (RESC) are being paid to the same Superannuation Fund as Employer SG Contributions.
          2. Otherwise, select the Superannuation Fund then enter the Member Number and amount ($ or %).
       3. Within Employee Contributions (before/after PAYGW), which only applies if the Payee is contributing to their Superannuation Fund either before or after PAYGW is calculated,
          1. Select Use Employer SG Contribution Details? If the Additional Contributions (RESC) are being paid to the same Superannuation Fund as Employer SG Contributions.
          2. Otherwise, select the Superannuation Fund and enter the Member Number.
   14. Select Leave Entitlements and Balances.
       🎯 The Accrual Rules are automatically imported from the Award or Agreement the Payee is assigned based on the Payees' Employment Basis for all Leave Types. If required, the rules can be amended by selecting Edit within the relevant section.
       1. In Annual Leave, if required; 
          1. Change the Commencing From Date.
          2. Select Edit to change Weeks and Which accrues.
          3. Select Entitled to Leave Loading and enter the relevant percentage.
          4. Enter the Opening Balance from your previous payroll solution.
       2. In Sick and Carer's Leave, if required; 
          1. Change the Commencing From Date.
          2. Select Edit to change Days and Which accrues.
          3. Enter the Opening Balance from your previous payroll solution.
       3. In Long Service Leave, if required;
          1. Change the Commencing From Date.
          2. Select Edit to change Weeks, Years and Which accrues.
          3. Select  Portable Long Service Leave, enter the relevant member Number and select the Community Service Type (if applicable).
          4. Enter the Opening Balance from your previous payroll solution.
       4. In Paid Family and Domestic Violence Leave (PFDVL), if required;
          1. Change the Commencing From Date.
          2. Select Edit to change Days.
          3. Enter the Opening Balance from your previous payroll solution.
       5. In Time Off In Lieu, if required, enter the Opening Balance from your previous payroll solution then 
       6. In Rostered Days Off if required; 
          1. Change the Commencing From Date.
          2. Select Edit to change Days and Which accrues.
          3. Enter the Opening Balance from your previous payroll solution.
   15. Select Save unless you have chosen to enter Opening Taxation Balances. In this case, please refer to Enter Opening Taxation Balances for a specific Payee.

1. Select Payees from the side menu.
2. Select Add a Payee.
3. Enter your own Time Clock ID, Payee Code, and STP Payee ID or allow e-PayDay Go to automatically create and assign these identifiers when the Payee Masterfile is saved.
4. Change Residency for Taxation Purposes to Foreign Resident.
5. Enter the Payee's Tax File Number (TFN) per the Tax File Number Declaration (NAT 3092) or the relevant Tax File Number (TFN) Exemption Code.
6. Enter or select the Payee's 
   1. First Name, Other Name and Family Name. Where the payee has a legal single name only;
      1. In Family Name, enter the Payee's Name as provided in the Tax file number declaration (NAT 3092).
      2. In First Name, enter NOT APPLICABLE.
   2. Birthdate and Gender.
   3. Address, including Suburb / Town, State, Post Code and Country.
   4. Email Address and Phone Number.
7. Select Taxation and Medicare.
   1. Change the Tax Treatment as required,
      1. Foreign Resident
      2. Seasonal Worker Programme
      3. Horticulturists and Shearers
   2. The Tax Treatment Code is automatically generated based on the Payees' Tax Treatment.
      👉 If required, change the Income Stream to Closely Held Payee.
   3. Select the Employment Basis.
   4. Enter or select the Date Signed and Payee Signature present?
8. Select Employment and Payment.
   1. Select either Award or Agreement, depending on what applies to this Payee.
      👉 If Award is selected, select the Modern Award Drop Down Menu to view a list of previously added Awards to choose the most appropriate option.
      👉 If Agreement is selected, select the Agreement Name Drop Down Menu to view a list of previously added Agreements to choose the most appropriate option.
   2. Enter the Payee's Job Title, which may differ from the Classification.
   3. Change the Pay Period, if required.
   4. Change the OTE Hours Per Week*, Rate per Hour* or Annual Salary (Excluding SG)* as required.
   5. Enter or select the Payee's Commenced Date.
   6.  If required, select Cost Centres and select the defaults as required.
   7. If required,  select All Purpose Allowance and add the relevant allowances per the Payees Award.

   8. Navigate to Pay Template.

      1. Select the relevant Pay Types required for this Payee. For example, if the Payee is a Casual, we recommend adding Casual Loading (OTE). If Advanced Pay Template is selected, amend the Quantity and/or Rate, if required.

      2. Select Add.
         🎯 To be able to select Salary Sacrifice (to Super Fund, OTE) and After Tax Superannuation Contribution in Pay Template, the Payee's Personal Superannuation Contribution Details must be entered.

   9. Navigate to Payment Method and select the appropriate option. If EFT or FAST-Bank is selected,
      1. Select the Dollar or Percent Icon and enter the relevant amount. If the bank account does not have a defined amount, select the Balance Icon. 
      2. Enter the Payees BSB, Account Number, Account Name & Reference.
      3. Then select add to add the account. Repeat the above steps until all accounts are added. 
         1. If the Payee has advised that they have
            1. one Bank Account, select Percent and enter 100.00.
            2. multiple Bank Accounts,
               1. all with a set dollar value (except the Balance), select Dollar and enter the dollar value. With this option, please ensure a bank account is added where Balance is selected so that the remaining pay goes into another account.
               2. all with set percentage values (except the Balance), select Percent and enter the percentage value. With this option, please ensure a bank account is added where Balance is selected so that the remaining pay goes into another account.
               3. with a combination of % and $, refer to Payees with bank accounts that have a combination of dollar and percentage values.     
9. If required, select Deduction Banking and Repayments to add any deductions that must be repaid or disbursed with the FAST-Bank File.
10. Select Superannuation Rules and Fund Details.
    1. Select either Under 18 Employer SG Rule and/or Domestic or Private Worker Employer SG Rule, if required which are only available when Pay Period = Weekly.
11. Navigate to Superannuation Fund Details
    1. Within Employer SG Contributions,
       1. Select the Superannuation Fund and enter the Member Number 
       2. Change the amount ($ or %) or Enter the Minimum and/or Maximum Contribution amount if required.
    2. Within Additional Contributions (RESC), which only applies If the Payee receives additional contributions as part of an employee's individual salary package (which equates to more than the Mandatory Employer Superannuation Amount, presently 11.50%,
       1. Select Use Employer SG Contribution Details? If the Additional Contributions (RESC) are being paid to the same Superannuation Fund as Employer SG Contributions.
       2. Otherwise, select the Superannuation Fund then enter the Member Number and amount ($ or %).
    3. Within Employee Contributions (before/after PAYGW), which only applies if the Payee is contributing to their Superannuation Fund either before or after PAYGW is calculated,
       1. Select Use Employer SG Contribution Details? If the Additional Contributions (RESC) are being paid to the same Superannuation Fund as Employer SG Contributions.
       2. Otherwise, select the Superannuation Fund and enter the Member Number.
12. Select Leave Entitlements and Balances.
    🎯 The Accrual Rules are automatically imported from the Award or Agreement the Payee is assigned based on the Payees' Employment Basis for all Leave Types. If required, the rules can be amended by selecting Edit within the relevant section.
    1. In Annual Leave, if required; 
       1. Change the Commencing From Date.
       2. Select Edit to change Weeks and Which accrues.
       3. Select Entitled to Leave Loading and enter the relevant percentage.
       4. Enter the Opening Balance from your previous payroll solution.
    2. In Sick and Carer's Leave, if required; 
       1. Change the Commencing From Date.
       2. Select Edit to change Days and Which accrues.
       3. Enter the Opening Balance from your previous payroll solution.
    3. In Long Service Leave, if required;
       1. Change the Commencing From Date.
       2. Select Edit to change Weeks, Years and Which accrues.
       3. Select  Portable Long Service Leave, enter the relevant member Number and select the Community Service Type (if applicable).
       4. Enter the Opening Balance from your previous payroll solution.
    4. In Paid Family and Domestic Violence Leave (PFDVL), if required;
       1. Change the Commencing From Date.
       2. Select Edit to change Days.
       3. Enter the Opening Balance from your previous payroll solution.
    5. In Time Off In Lieu, if required, enter the Opening Balance from your previous payroll solution then 
    6. In Rostered Days Off if required; 
       1. Change the Commencing From Date.
       2. Select Edit to change Days and Which accrues.
       3. Enter the Opening Balance from your previous payroll solution.
13. Select Save unless you have chosen to enter Opening Taxation Balances. In this case, please refer to Enter Opening Taxation Balances for a specific Payee.

Add a Working Holiday Maker Payee.

1. Select Payees from the side menu.
2. Select Add a Payee.
3. Enter your own Time Clock ID, Payee Code, and STP Payee ID or allow e-PayDay Go to automatically create and assign these identifiers when the Payee Masterfile is saved.
4. Change Residency for Taxation Purposes to Working Holiday Maker.
5. Enter the Payee's 
   1. Tax File Number (TFN) per the Tax File Number Declaration (NAT 3092) or the relevant Tax File Number (TFN) Exemption Code
   2. First Name, Other Name and Family Name. Where the payee has a legal single name only;
   3. In Family Name, enter the Payee's Name as provided in the Tax file number declaration (NAT 3092).
   4. In First Name, enter NOT APPLICABLE.
   5. Enter or select the Payee's Birthdate and Gender.
   6. Enter the Payees Address, including Suburb / Town, State, Post Code and Country.
   7. Enter the VISA Number, VISA Expiry Date and select the VISA Country.
   8. Enter the Payee's Email Address and Phone Number.
6. Select Taxation and Medicare.
7. The Tax Treatment, Tax Treatment Code and  Income Stream are automatically generated based on the Payees Residency for Taxation Purposes and ATO's requirements.
8. Select the Employment Basis.
9. Enter or select the Date Signed and Payee Signature present?
10. Select Employment and Payment.
    1. Select either Award or Agreement, depending on what applies to this Payee.
       👉 If Award is selected, select the Modern Award Drop Down Menu to view a list of previously added Awards to choose the most appropriate option.
       👉 If Agreement is selected, select the Agreement Name Drop Down Menu to view a list of previously added Agreements to choose the most appropriate option.
    2. Enter the Payee's Job Title, which may differ from the Classification.
    3. Change the Pay Period, if required.
    4. Change the OTE Hours Per Week*, Rate per Hour* or Annual Salary (Excluding SG)* as required.
    5. Enter or select the Payee's Commenced Date.
    6.  If required, select Cost Centres and select the defaults as required.
    7. If required,  select All Purpose Allowance and add the relevant allowances per the Payees Award.

    8. Navigate to Pay Template.

       1. Select the relevant Pay Types required for this Payee. For example, if the Payee is a Casual, we recommend adding Casual Loading (OTE). If Advanced Pay Template is selected, amend the Quantity and/or Rate, if required.

       2. Select Add.
          🎯 To be able to select Salary Sacrifice (to Super Fund, OTE) and After Tax Superannuation Contribution in Pay Template, the Payee's Personal Superannuation Contribution Details must be entered.

    9. Navigate to Payment Method and select the appropriate option. If EFT or FAST-Bank is selected,
       1. Select the Dollar or Percent Icon and enter the relevant amount. If the bank account does not have a defined amount, select the Balance Icon. 
       2. Enter the Payees BSB, Account Number, Account Name & Reference.
       3. Then select add to add the account. Repeat the above steps until all accounts are added. 
          1. If the Payee has advised that they have
             1. one Bank Account, select Percent and enter 100.00.
             2. multiple Bank Accounts,
                1. all with a set dollar value (except the Balance), select Dollar and enter the dollar value. With this option, please ensure a bank account is added where Balance is selected so that the remaining pay goes into another account.
                2. all with set percentage values (except the Balance), select Percent and enter the percentage value. With this option, please ensure a bank account is added where Balance is selected so that the remaining pay goes into another account.
                3. with a combination of % and $, refer to Payees with bank accounts that have a combination of dollar and percentage values.     
11. If required, select Deduction Banking and Repayments to add any deductions that must be repaid or disbursed with the FAST-Bank File.
12. Select Superannuation Rules and Fund Details.
    1. Select either Under 18 Employer SG Rule and/or Domestic or Private Worker Employer SG Rule, if required which are only available when Pay Period = Weekly.
13. Navigate to Superannuation Fund Details
    1. Within Employer SG Contributions,
       1. Select the Superannuation Fund and enter the Member Number 
       2. Change the amount ($ or %) or Enter the Minimum and/or Maximum Contribution amount if required.
    2. Within Additional Contributions (RESC), which only applies If the Payee receives additional contributions as part of an employee's individual salary package (which equates to more than the Mandatory Employer Superannuation Amount, presently 11.50%,
       1. Select Use Employer SG Contribution Details? If the Additional Contributions (RESC) are being paid to the same Superannuation Fund as Employer SG Contributions.
       2. Otherwise, select the Superannuation Fund then enter the Member Number and amount ($ or %).
    3. Within Employee Contributions (before/after PAYGW), which only applies if the Payee is contributing to their Superannuation Fund either before or after PAYGW is calculated,
       1. Select Use Employer SG Contribution Details? If the Additional Contributions (RESC) are being paid to the same Superannuation Fund as Employer SG Contributions.
       2. Otherwise, select the Superannuation Fund and enter the Member Number.
14. Select Leave Entitlements and Balances.
    🎯 The Accrual Rules are automatically imported from the Award or Agreement the Payee is assigned based on the Payees' Employment Basis for all Leave Types. If required, the rules can be amended by selecting Edit within the relevant section.
    1. In Annual Leave, if required; 
       1. Change the Commencing From Date.
       2. Select Edit to change Weeks and Which accrues.
       3. Select Entitled to Leave Loading and enter the relevant percentage.
       4. Enter the Opening Balance from your previous payroll solution.
    2. In Sick and Carer's Leave, if required; 
       1. Change the Commencing From Date.
       2. Select Edit to change Days and Which accrues.
       3. Enter the Opening Balance from your previous payroll solution.
    3. In Long Service Leave, if required;
       1. Change the Commencing From Date.
       2. Select Edit to change Weeks, Years and Which accrues.
       3. Select  Portable Long Service Leave, enter the relevant member Number and select the Community Service Type (if applicable).
       4. Enter the Opening Balance from your previous payroll solution.
    4. In Paid Family and Domestic Violence Leave (PFDVL), if required;
       1. Change the Commencing From Date.
       2. Select Edit to change Days.
       3. Enter the Opening Balance from your previous payroll solution.
    5. In Time Off In Lieu, if required, enter the Opening Balance from your previous payroll solution then 
    6. In Rostered Days Off if required; 
       1. Change the Commencing From Date.
       2. Select Edit to change Days and Which accrues.
       3. Enter the Opening Balance from your previous payroll solution.
15. Select Save unless you have chosen to enter Opening Taxation Balances. In this case, please refer to Enter Opening Taxation Balances for a specific Payee.