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STEP 6 - Adding Contractors (Getting Started Guide)
STEP 6 - Adding Contractors (Getting Started Guide)
The design of e-PayDay Go® allows you to enter the required information in a logical sequence once the Contractor has returned all relevant ATO and Employer documents. Without this information, you could enter the Contractor incorrectly, which could cause STP reporting issues.
Before adding the Contractor, we recommend that you review your existing Super Funds in Superannuation Funds to determine if a suitable Super Fund exists. If not, add the relevant Superannuation Fund for the Payee based on the Superannuation standard choice form (or another alternative document that contains the same information).
If they have not returned the Superannuation standard choice form (or another alternative document that contains the same information), we recommend that the Contractor 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.
Select Payees from the side navigation menu.
Select Add a Payee then Add a Contractor.
Enter your own Time Clock ID, or allow e-PayDay Go® to automatically create and assign this identifier when the Payee Master File is saved.
Enter your own Payee Code or allow e-PayDay Go® to automatically create and assign this identifier when the Payee Master File is saved.
Enter the Contactors Australian Business Number (ABN) per the Australian Business Register (ABR).
Enter your own STP Payee ID or allow e-PayDay Go® to automatically create and assign this identifier when the Payee Master File is saved.
👉 If you have chosen to migrate the Payees Year To Date Taxation Balances, you can
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.
Use the STP Payee ID from your previous payroll, which must be entered into the STP Payee ID.
If you have chosen to migrate the Contractors' Year To Date Taxation Balances and allow e-PayDay Go® to assign a new STP Payee ID, the STP Payee ID from your previous payroll must be entered into the STP Previous Payee ID.
Otherwise, leave this field blank.
Enter the Contactor's Organisation Name per the Australian Business Register (ABR).
Enter the Contractors' First Name, Other Name and Family Name.
Where the Contractor has a legal single name only;
In Family Name, enter the Payee's Name as provided in the Tax file number declaration (NAT 3092).
In First Name, enter NOT APPLICABLE.
Select the Contractors' Birthdate and Gender.
Enter the Contractors' Address, including Suburb / Town, State, Post Code and Country.
Enter the Contractors' Email Address and Phone Number.
Select e-Personnel (HR) if you want to add Emergency Contacts or Comments.
The ability to upload a document in Document Management (Files) is only avaliable after the Payee Master File has been saved (created).
Next, select Taxation Details.
If required, change the Tax Treatment.
Income Stream is disabled and automatically generated based on the ATO's requirements. If Tax Treatment is set to
Voluntary Agreement, so is the Income Stream.
ATO Defined, Income Stream is set to Non Employee.
Employment Basis is disabled and automatically generated based on the ATO's requirements. If Tax Treatment is set to
Voluntary Agreement, so is the Employment Basis.
ATO Defined, Employment Basis is set to Non Employee.
Tax Treatment Code is disabled and automatically generates a unique Identifier based on the ATO's requirements, which determines the applicable ATO Taxation Schedule for the appropriate Pay Rates, Allowances and Deductions.
Commissioner's Instalment Rate (CIR) is only available for selection when the Tax Treatment is set to Voluntary Agreement, and requires you to indicate whether you know or do not know the rate, and define the exact percentage amount.
Registered for GST is only available for selection when the Tax Treatment is set to Voluntary Agreement, and requires you to choose if you know or do not know the rate, and define the exact percentage amount.indicate wether the Contractor is registered for GST.
If required, select Payroll Tax and select the State/Territory and if the payee is an Apprentice / Trainee.
Next, select Employment and Payment.
Navigate to Employment.
Change the Pay Period, if required.
Change the Hours Per Week, Days per Week and Rate per Hour as required.
Enter or select the Payee's Commenced Date.
If required, select Cost Centres and select the Default Pay Location / Department as required. Refer to How do I set up e-Cost (Payroll Cost Centres)?
Navigate to Pay Template.
Select Advanced Pay Template if you want to define the QTY and/or Rate the Contractor must be paid.
Select the relevant Pay Types required for this Contractor.
🎯 To be able to select After Tax Superannuation Contribution in Pay Template, the Contractors' After PAYGW Contribution Details must be entered. Refer to How do I change a Contractor's After PAYGW Contribution Fund Details?
If Advanced Pay Template was chosen, change the Quantity and/or Rate as required.
Then select the Plus (Add) button to add the Pay Type. Repeat the above steps until all Pay Types are added.
Navigate to Payment Method
Choose the required Payment Method,
Cash
EFT
FAST-Bank
👉 If EFT or FAST-Bank is chosen:
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.
If the Payee has advised that they have;
One Bank Account, select Percent and enter 100.00.
Multiple Bank Accounts,
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.
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.
With a combination of % and $, refer to Payees with bank accounts that have a combination of dollar and percentage values.
Enter the Contractors' BSB, Account Number, Account Name & Reference.
Then select Add to add the account. Repeat the above steps until all accounts are added.
If required, select Variable Deduction Banking and Repayments to add any deductions that must be repaid or disbursed with the FAST-Bank File.
Next, select
Superannuation Fund Details.
Superannuation Fund Details.
Navigate to SG Liability Contributions.
Select the Superannuation Fund as provided by the Contractor on the Superannuation standard choice form (NAT 13080). If their Superannuation Fund is not displayed within the list, you must add the Superannuation Fund
Enter the Member Number as provided by the Contractor on the Superannuation standard choice form (NAT 13080).
$ or % is presently set to % and 12 per How much super to pay. If required, this field can be changed.
If required, enter the Minimum and/or Maximum Contribution amount.
Next, navigate to Additional Contributions (RESC).
Select Use SG Liability Contribution Details if the Additional Contributions (RESC) are being paid to the same Superannuation Fund as SG Liability Contributions.
If Use SG Liability Contribution Details is not chosen, select the Superannuation Fund as provided by the Contractor on the relevant documentation for this contribution type. If their Superannuation Fund is not displayed within the list, you must add the Superannuation Fund
Enter the Member Number as provided by the Contractor on the relevant documentation for this contribution type
Enter the $ or %.
Select Remind me every time a Pay Run is Processed if you want to be reminded in Payees (STEP 2 of Pay Day) that an amount is defined.
Next, navigate to After PAYGW Contributions.
Select Use SG Liability Contribution Details if the Contractors' Contributions (Before/After PAYGW) are being paid to the same Superannuation Fund as SG Liability Contributions.
If Use SG Liability Contribution Details is not chosen, select the Superannuation Fund as provided by the Contractor on the relevant documentation for this contribution type. If their Superannuation Fund is not displayed within the list, you must add the Superannuation Fund
Enter the Member Number as provided by the Contractor on the relevant documentation for this contribution type
Select Save to save your changes, unless you have chosen to enter Opening Taxation Balances.
In this case, refer to How do I change a Contractor's Taxation Balances?
NEXT STEP
NEXT STEP
Once you have added all your Contractors', you are ready to process your first Pay Run!
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