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The procedures below explain the actions you need to perform to save a new payee record. Once a payee record has been created, additional actions are required before the payee can be assigned to a pay group and can therefore be paid in a pay batch. For more information, see Working with Existing Payees.

How to Search for a Candidate 

To search for a candidate, follow the procedure below.

How to Search for a Candidate

1.

Go to the Payroll > Payee

2.

In the search fields in the header of the screen, key in or select as much information about the candidate as possible

Expand
titleclick here to see a description of the fields

First Name

Filters the list of candidates according the first name of a candidate.

Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne.

Middle Name

Filters the list of candidates according to the middle name of a candidate.

Leading and trailing wildcard characters (%) can be used for partial matching on the name. For example, %anne will match names such as Anne and Mary Anne while mary% will match names such as Mary and Marry Anne.

Surname

Filters the list of candidates according to the surname of the candidate.

Leading and trailing wildcard characters (%) can be used for partial matching on the surname. For example, %hill will match names such as Hill and Summerhill while summer% will match names such as Summer and Summerhill.

Payee No.

Filters the list of candidates according to the payee ID that uniquely identifies any existing payee record to which the candidate is linked.

Candidate No.

Filters the list of candidates according to the system-generated candidate ID that uniquely identifies a specific candidate.

Email

Filters the list of candidates according to their email address.

Leading and trailing wildcard characters (%) can be used for partial matching on the email address. For example, % smith@email.comwill match email addresses such as rsmith@email.comand jsmith@email.comwhile rsmith% will match email addresses such as rsmith@email.comand rsmith@email.com.au.

Filled on Job Without Payee

When ticked, the list of candidates will include only those candidates who are filled on a job order but do not have a valid payee record for the pay company to which the job order is linked and

Brand

Filters the list of candidates according to the agency brand by which they are managed. To list only those candidates who are managed by a specific agency brand, select the relevant brand in this field.

Region

Filters the list of candidates according to the agency region by which they are managed. To list only those candidates who are managed by a specific agency region, select the relevant region in this field.

Office

Filters the list of candidates according to the agency office by which the candidates are managed. To list only those candidates who are managed by a specific agency office, select the relevant office in this field.

Candidate/Payee

Filters the list of candidates according to the status of any linked payee records. To list those candidates that have an active payee record as at the current date, select Employed Payees. To list those candidates that do have any any active payee record, select Candidate without Payees. To list those candidates who have a terminated date on their payee record that is prior to the current date, select Terminated Payees. To list any combination, select Any.

3.

Click Search Payees. A list of candidates matching your search criteria is displayed in the candidate list on the screen.

How to Create a New Payee Record

To create a new payee record, follow the procedure below.

How to Create a New Payee Record

Search for the candidate for whom the new payee record is to be created and list the candidate on the Payroll > Payee screen (for more information, see How to Search for a Candidate above).

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In the list of candidates on the Payee Maintenance screen, click on the relevant candidate so that the candidate is selected and click  .

In the Pay Company field, select the name of the pay company by which the payee will be employed.

Note:

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Be careful to select the correct pay company as you will be unable to change the selection once you save the payee record.

In the Tax Type field, select the tax type that will apply to the payee.

Note:

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Be careful to select the correct tax type as you will be unable to change the selection once you save the payee record.

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Next to the Start Date field, click  and use the calendar control to select the payee's employment commencement date.

In the Employment Type field in the Employment Details section, select the employment type that will apply to the payee.

Note:

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The employment type will determine the attendance and absence types that are available for the payee on their timesheets in the Portal > Time and Attendance module and the absence types that are available for the payee in the Portal > Leave Request module.

10.

In the Payment Method field in the Employment Details section, select required payment method.

12.

If the payee is to be paid by EFT, use the Banking Details tab to add a set of bank account details that capture the payee's banking details.

13.

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At the top of the Payee Entry screen, click .A confirmation message opens, indicating the payee has been saved.