The Personal Details page for a person contains basic personal and payroll information about a
person. Enter the relevant information and press the 'Save Personal details' button at the
bottom of the page to save your changes.
||Enter the person's First Name, or Names.
Enter a preferred name or nickname in brackets, for example 'William (Bill)'. You can sort on this name when viewing personal files, and it may be used in mail merges.
||Enter the person's Surname (or family name).|
||Enter the person's address for contact purposes. This is displayed on their payslip.|
||Enter the person's State.|
||Enter the person's eMail address.
After saving an eMail address for a person you can click on the eMail link to send that person an email.
||Enter the person's Phone Number. This is used in the
Staff Phone List.|
||Enter their gender. This is used in the
Quarterly Employment Survey.|
||Tick this box if the person is a proprietor of this organisation. This is also used in the
Quarterly Employment Survey.|
||Enter their job title (e.g. this is what would be displayed on their business card).|
||Enter their Start Date (e.g. 5-Dec-2000). This is used to calculate their
length of service,
and is important for leave calculations.|
||If the person has finished, their finish date will be displayed. You can read more about
finishing a person. |
||This is your
User Defined Field,
which you can select from the drop-down list.|
||Select how the person is paid (usually
- via direct credit into a nominated BSB / Account, but can also be via
Select the option for the persons remaining pay here, even if they have a
fixed amount going to a nominated BSB / Account.
Fixed amount deductions to a BSB / Account are set up using a
PBA - Personal BSB / Account
deduction on the persons Timesheet Template
The regular/recurring transactions that are stored
in a person's
Personal details and copied into every
(See Timesheet Templates).
|BSB / Account
||Enter the BSB / Account that this person receives their pay into.
(You can leave this blank if the person's Payment Method is Cash or Cheque).|
|Paid Up To
||This displays the date the person has been paid up to, and is updated each time a payroll is
closed, according to the dates on the
Open Payroll page.
You can also select the Paid Up To link to change a person's
paid up to date. This is useful for
advances or leave without pay.|
||Enter the person's pay rates here. (Usually just enter Pay Rate
and Full Time Hours).
You can read more about Pay Rates.|
||Enter the person's tax information here. (Usually just select the Pay Frequency,
Tax Scale and
You can read more about Tax.|
||Note: The "Weekly (2)", etc. pay frequencies may be used
if you have groups of people paid on the same frequency but paid at different
times or with different paid-to dates.
For example, use "Fortnightly" and "Fortnightly (2)" if
people are paid fortnightly, half paid each week.|
||You can enter anything you like here.
These notes are also displayed when you are entering timesheets for a person and a useful place to record reminders, e.g. that a person is due a pay increase on a certain date.
||Follow the link to display the Notes page where you can enter additional notes for a person.
These notes can be used for anything you like, for example performance reviews,
next of kin contact details, medical notes or training courses completed.