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An example of the header of the Payee Entry screen is shown below.
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Section Name | Description |
Employment Details | This section records and displays details about the payee's terms of employment. | Expand |
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| title | Click here to see descriptions of the fields in this section. |
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| Pay Group Defines the pay group to which the payee belongs. Pay groups group together payees whose pay is to be processed together in the same pay batch. It is mandatory to assign a payee to a pay group before the payee can be paid in a pay batch. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To assign the payee to a different pay group once the payee has been processed in a closed pay batch you must create a new payee details validity period. For more information, see also Important Information About Switching Pay Groups. Payment Method Defines the method by which the payee is paid (EFT, cash or cheque). This defaults to EFT and where the EFT payment method is to apply, it is mandatory to define a set of bank account details against the payee record before you can save the payee record. Employment Type Defines the employment type that applies to the payee. An employment type groups payees who are subject to the same or similar employment conditions and determines, for example, the types of leave the payee is eligible to take. This field defaults to the default employment type for the pay company by which the payee is employed, if a default employment type has been defined for that pay company, but can be changed if required. It is mandatory to select an employment type before the payee record can be saved. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the payee’s employment type once the payee has been processed in a closed pay batch you must create a new payee details validity period. Pay Frequency Displays the frequency with which the payee is paid (for example: weekly, fortnightly, monthly). The pay frequency is dependent upon the pay group to which the payee is assigned and therefore this field displays the relevant frequency based on the option selected in the Pay Group field. Payee Rate Defines the pay rate that will be used to determine the rate at which the payee will be paid when taking paid leave while not placed in a job order. This field is optional and applies only if the payee is eligible to take paid leave while not placed in a job. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the payee’s rate of pay once the payee has been processed in a closed pay batch you must create a new payee details validity period. Payee Rate Type Defines whether the payee’s default rate of pay, as specified in the Payee Rate field, is defined on an per hour or per day basis. This field is available only if a pay rate is defined on the Payee Rate field, in which case it is mandatory to select an option in this field. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the payee’s rate type once the payee has been processed in a closed pay batch you must create a new payee details validity period. Enquiry Office Defines the agency office to which the payee directs any enquires regarding their pay. A payslip format can be configured to print the enquiry office details instead of, or in addition to, the pay company details. If the payslip format is configured to print the enquiry office details the system refers to this field to determine which agency office the details are taken from. Review Date Defines the date on which the payee’s employment details or conditions are due to be reviewed. This field is optional and does not affect how or when the payee is paid. |
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Payslip Details | This section records and displays the format in which the payee's payslips are generated and the preferred means by which the payee's payslips and payment summaries are to be delivered. | Expand |
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| title | Click here to see a description of the fields in this section. |
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| Payslip Delivery Method Defines the means by which the payee prefers to receive their payslips. This can be one of the following: Portal Only Indicates that the payee will access their payslips via the Candidate Portal only and their payslips will not be emailed or printed and physically delivered to the payee. Note that a payee’s payslips are always accessible via the Candidate Portal regardless of the payee’s preferred method of delivery. Print Indicates the payee’s payslips will be printed and physically distributed to the payee. Email Indicates the payee’s payslips will be emailed to the payee. The option in this field defaults to the delivery method that has been configured as the default for the pay company by which the payee is employed but can be changed as required. Payslip Format Group Defines the pay document format group that defines the document format that is used to generate the payee's payslip and any supplementary documents that are to be issued along with the payee's payslip. The option in this field defaults to the document format group that is defined as the default for the payee's pay company or the payee's employment type, as defined in the pay company default settings. However, a different document format group can be selected if necessary. Source Displays the source of the payslip format that is selected in the Payslip Format field. This can be one of the following: Pay Company Indicates that the payslip format that applies to the payee is the default format for the payee’s pay company. Employment Type Indicates that the payslip format that applies to the payee is the default format for the payee’s employment type. Payee Indicates that the payslip format that applies to the payee is not the default format for the payee’s pay company or employment type. Payment Summary Delivery Method Defines the means by which the payee prefers to receive their payment summaries. This can be one of the following: Portal Only Indicates that the payee will access their payment summaries via the Candidate Portal only and their payment summaries will not be emailed or printed and physically delivered to the payee. Note that a payee’s payment summaries are always accessible via the Candidate Portal regardless of the payee’s preferred method of delivery. Print Indicates the payee’s payment summaries will be printed and physically distributed to the payee. Email Indicates the payee’s payment summaries will be emailed to the payee. The option in this field defaults to the delivery method that has been configured as the default for the pay company by which the payee is employed but can be changed as required. Payslip Message Defines a textual message that is to appear on the payee’s payslips. This field is optional. Proforma Remittance If ticked, indicates that the payee is to be issued an interim pay advice document, prior to being paid, whenever any of their timesheets are interpreted and are released for processing in a pay batch. For more information, see Supplying Proforma Remittance Advice. If this field is ticked, make sure that the document format group that is selected in the Payslip Format Group field includes a format for proforma remittance documents. For more information, see Document Format Groups. (Proforma Remittance) Delivery Method Identifies how proforma remittance documents are to be delivered to the payee. This field is only available if the Proforma Remittance field is ticked, in which case it is mandatory to select one of the following options in this field: Email - proforma remittance advice will be automatically emailed to the payee and will also be available for download via the payslip list in the Candidate Portal Portal Only - proforma remittance will be available to download via the payslip list in the Candidate Portal but will not be emailed automatically to the payee. (Proforma Remittance) Email Template Identifies the email template that is to be used to deliver proforma remittance documents to the payee via email. This field is only available if the (Proforma Remittance) Delivery Method field is set to Email, in which case it is mandatory to select an option in this field. Note that the templates listed in this field are configured under Pay/Bill Email Template Maintenance. (Proforma Remittance) Starting Proforma Remittance ID Identifies the starting value for proforma remittance IDs that are to be printed on the payee’s proforma remittance documents. For example, keying a value of 0001 in this field means that the first proforma remittance document that is generated will have an ID of 0001, the second document will have an ID of 0002 and so on. The ID can be used to uniquely identify a specific proforma remittance document when there is a payment enquiry and can be used to cross reference with the corresponding payslip, once the payee is paid. This field is only available if the Proforma Remittance field is ticked, in which case it is mandatory to key a numeric value in this field. If a value has already been keyed in this field and one or more proforma remittance documents have already been generated, the value can be changed so long as it is a number greater than the value displayed in the Last ID field (for more information, see below). (Proforma Remittance) Next ID Displays the proforma ID that will be printed on the next proforma remittance document that will be generated for this payee. This field is display-only and is blank until at least one proforma remittance document has been generated for this payee. Note that the next available ID will be one number greater than the value displayed in the Last ID field (for more information, see below) unless the starting ID is updated after proforma remittance documents have already been generated for this payee, in which case there could be a gap between the last ID that has been generated and the next ID that will be generated. (Proforma Remittance) Last ID Displays the proforma ID that was printed on the last proforma remittance document that was generated for this payee. This field is display-only and is blank until at least one proforma remittance document has been generated for this payee. |
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PAYG |
PAYE Tax Details | This tab records the |
applicable tax scale and the Tax File Number (TFN) declaration information for tax details of the payee, if the payee has a tax type |
PAYGof PAYE, such as the applicable tax code and the payee’s IRD number. | Expand |
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| title | Click here to see descriptions of the fields in this section. |
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| Tax |
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ScaleDefines the scale determines the amount of tax that is withheld from the payee’s pay. It is mandatory to select a tax scale before the payee can be assigned to a pay company and therefore before the payee can be paid in a pay batch.Medicare Levy Adjustment
If ticked, indicates the payee is a low income earner with dependents and is eligible for a Medicare levy adjustment.
This field can be ticked to record the fact that a payee is eligible for a Medicare Levy adjustment. However, the system will not calculate and apply the adjustment automatically; the adjustment amount must be calculated manually, factoring in the number of dependents (see below), and must be applied manually at the Tax stage of a pay batch to reduce the payee's tax withholding accordingly.
DependentsDefines the number of the payee’s dependents based on which the payee is claiming a Medicare levy adjustmentapplies to the payee, as specified on the payee’s Tax code declaration - IR330 form. This field is mandatory once the payee is assigned to a pay group. IRD Number The unique number by which the IRD identifies the tax payer. This field is mandatory unless the payee’s tax code is ND - No Notification Rate, in which case this field is not applicable. Tax Rate The rate at which tax is to be deducted from the payee’s earnings. This field is only available if the payee’s tax code is STC - Special Tax code from IR 23, in which case it is mandatory to key a deduction rate in this field, as defined on the tailored tax rate certificate that the payee has provided.
SDR
If ticked, indicates that the payee is subject to a special deduction rate for their student loan repayments. This field is available only if |
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the Medicare Levy Adjustment field is ticked, in which case it is mandatory to specify the number of dependents.Tax Offset ClaimedIf ticked, indicates that the payee is claiming a low income tax offset. Tick this field if the payee has submitted a Withholding Declaration form (NAT 3093) form and has answered YES to question 7 on the form.
Offset Amount
The estimated total low income tax offset amount that the payee is claiming. This field is only available if the Tax Offset Claimed field is ticked, in which case the total tax offset amount that the payee has specified under question 7 of the Withholding Declaration form (NAT 3093) form must be keyed into this field.
Click here for more information about how low income tax offsets are applied in FastTrack360.
Exempt From No TFN 28 Day Rule
If ticked, indicates that the Australian Taxation Office (ATO) have given the payee an exemption from providing their tax file number (TFN) within 28 days of commencing employment. The system will not automatically tax the payee at the highest rate if a TFN is not provided within 28 days of commencing employment.
If un-ticked, the system will automatically change the payee's tax scale to 4a (for Australian residents) or 4b (for non-residents) if a TFN is not provided within 28 days of the payee's employment start date. That means the system will begin to tax the payee at the highest tax rate after 28 days have elapsed since commencing employment, as required by the ATO, and will continue to do so until the payee provides a TFN or a TFN exemption.
No TFN Provided (28 day rule applied)
If ticked, indicates that the payee failed to provide a tax file number (TFN) or a TFN exemption within 28 days of commencing employment. In such circumstances, the system automatically changes the payee's tax scale to 4a (for Australian residents) or 4b (for non-residents), resulting in the payee being taxed at the highest rate according to the requirements of the Australian Taxation Office (ATO).
This field is automatically set by the system if the abovementioned conditions apply and remains ticked until the payee's tax scale is changed manually and a TFN is keyed in the TFN Number field.
TFN Number
Defines the payee’s tax file number (TFN) that uniquely identifies the payee to the Australian Taxation Office (ATO). This field is mandatory unless an option is selected in the No TFN Reason field.
No TFN Reason
Defines the reason why the payee has not provided a TFN.
This field is available only if a TFN has not been keyed in the TFN Number field, in which case it is mandatory to select the relevant option from this field.
Basis of Payment
Defines the basis the payee has a student loan tax code (e.g. M SL). Tick this option if the payee provides a deduction rate certificate that authorises you to deduct student loan repayments at a rate other than the standard repayment rate. When this field is ticked, the secondary SL Rate field is enabled to allow you to specify the relevant special rate of deduction (for more information, see below). SL Rate The rate that applies to the payee’s student loan deductions. This field is available only if the SDR field is ticked (for more information, see above) or the payee’s tax code is STC - Special Tax code from IR 23, in which case it is mandatory to key the applicable deduction rate in this field, as specified on the payee’s special deduction rate certificate or IR 23 form. SLCIR If ticked, indicates that the payee is subject to Commissioner deductions due to being in arrears with their student loan repayments. Tick this option if you receive a Student loan extra deduction notice from the IRD that requires additional student loan amounts to be deducted. SLCIR Rate The rate that applies to the payee’s additional student loan deductions. This field is available only if the SLCIR field is ticked (for more information, see above), in which case is it is mandatory to key the applicable additional deduction rate in this field, as specified on the Student loan extra deduction notice received from the IRD. |
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Company Tax Details | This tab captures the details of the payee's company through which the payee is employed if the payee has a tax type of Company. | Expand |
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| title | Click here to see descriptions of the fields in this section. |
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| Company Name Defines the company name under which the payee is employed. This field is mandatory when assigning the payee to a pay group and therefore the payee cannot be paid in a pay batch until this field is filled in. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the company name once the payee has been processed in a closed pay batch you must create a new payee details validity period. Business Name/Trading Name Defines the registered trading name of the company under which the payee is employed. This field is mandatory |
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and defaults to L-Labour hire but can be changed to the relevant option based on the basis of payment as indicated on the payee’s TFN Declaration formwhen assigning the payee to a pay group and therefore the payee cannot be paid in a pay batch until this field is filled in. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the |
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payee’s basis of payment trading name of the payee’s company once the payee has been processed in a closed pay batch you |
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must create Company Tax Details | This tab captures the details of the payee's company through which the payee is employed if the payee has a tax type of Company.
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| title | Click here to see descriptions of the fields in this section. |
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Company Name
Defines the company name under which the payee is employed. This field is mandatory when assigning the payee to a pay group and therefore the payee cannot be paid in a pay batch until this field is filled in.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the company name once the payee has been processed in a closed pay batch you must create a new payee details validity period.
Business Name/Trading Name
Defines the registered trading name of the company under which the payee is employed. This field is mandatory when assigning the payee to a pay group and therefore the payee cannot be paid in a pay batch until this field is filled in.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the trading name of the payee’s company once the payee has been processed in a closed pay batch you must create a new payee details validity period.
GST Registered
If selected, indicates the payee’s company is registered to collect GST and therefore GST will be calculated for the payee at the GST stage of the pay batch processmust create a new payee details validity period. |
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Tax Status
Defines if the payee is an Australian resident, foreign resident or working holiday maker for tax purposes.
The options that are available in this field depend on the tax scale that is selected. For example, if you have selected Tax Scale 1, 2, 4a, 5 or 6, the only option that is available in the Tax Status field is Australian Resident because those tax scales apply to Australian residents only.
STSL (exc. SFSS)
Indicates that a payee has a study and training support loan (STSL) debt such as a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the payee’s STSL status once the payee has been processed in a closed pay batch you must create a new payee details validity period.
SFSS
If selected, indicates that the payee has stated, on their TFN Declaration form, that they have a Student Financial Supplement Scheme debt.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the payee’s SFSS status once the payee has been processed in a closed pay batch you must create a new payee details validity period.
As of 1 July 2019 SFSS is part of the same loan repayment hierarchy as other study and training support loans and therefore this field is effectively redundant form that date onward.
TFN Declaration Signed
If selected, indicates that the payee has signed off on their TFN declaration.
This field is locked down and cannot be edited while the payee is being processed in a pay batch.
TFN Declaration Signed Date
Defines the date on which the payee signed off on their TFN declaration.
This field is locked down and cannot be edited while the payee is being processed in a pay batch.
TFN Reported Date
Displays the date on which the payee’s TFN declaration information was reported. The date in this field is set automatically when the payee is included on a TFN Declaration report.
Note that the date displayed in this field indicates that the payee’s TFN declaration details have been included on an electronic TFN Declaration report but not necessarily the date the report was submitted to the ATO.
GST Registered If ticked, indicates the payee’s company is registered to collect GST and therefore GST will be calculated for the payee at the GST stage of the pay batch process. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the GST registered status once the payee has been processed in a closed pay batch you must create a new payee details validity period. GST Number Defines the GST number under which the company is registered to collect GST. It is mandatory to key a GST number in this field if the GST Registered field is ticked (for more information, see above). Note that for payee’s who are sole traders, the GST number will be the same as their IRD number. GST Registration Date The date on which the company was registered to collect GST. This field is only available if the GST Registered field is ticked (for more information, see above), in which case this field can be used to optionally capture a registration date for reporting purposes. GST De-registration Date The date on which the company was de-registered for GST collection. This field is only available if a date has already been captured in the GST Registration Date field (for more information, see above), in which case this field can be used to optionally capture the de-registration date for reporting purposes. IRD Number The unique tax number that the IRD uses to identify the company. This field is mandatory if the contractor is subject to schedular payments payments/withholding and therefore their earnings are required to be reported via Payday Filing. Insurance If selected, indicates that the payee is covered by their own insurance policy. This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down |
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after after the payee has been processed in a closed pay batch. To change the insurance status once the payee has been processed in a closed pay batch |
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. To change the GST registered status once the payee has been processed in a closed pay batch you must create a new payee details validity period.ABN
Defines the Australian Business Number that uniquely identifies the payee’s company.
This field is available only when the GST Registered option is ticked, in which case it is mandatory to specify the ABN.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the ABN once the payee has been processed in a closed pay batch you must create a new payee details validity period.
Insurance
If selected, indicates that the payee is covered by their own insurance policy.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the insurance status once the payee has been processed in a closed pay batch you must create a new payee details validity period.
Policy Expiry Date
Defines the date on which the payee’s insurance policy expires and acts a prompt to obtain updated insurance policy documents from the payee.
This field is available only if the Insurance option is ticked, in which case it is mandatory to specify a policy expiry date.
Voluntary Agreement
If selected, indicates the payee is subject to a voluntary agreement to have tax withheld from their pay by their pay company.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the voluntary agreement status once the payee has been processed in a closed pay batch you must create a new payee details validity period.
CIR/Withholding %
Defines the commissioner’s installment rate or withholding percentage that determines the percentage of the payee’s gross pay that is withheld as tax under the applicable voluntary withholding agreement.
This field is available only if the Voluntary Agreement option is ticked, in which case it mandatory to specify the withholding percentage in this field.
This field is locked down and cannot be edited while the payee is being processed in a pay batch and remains locked down after the payee has been processed in a closed pay batch. To change the withholding percentage once the payee has been processed in a closed pay batch you must create a new payee details validity periodyou must create a new payee details validity period. Policy Expiry Date Defines the date on which the payee’s insurance policy expires and acts a prompt to obtain updated insurance policy documents from the payee. This field is available only if the Insurance option is ticked, in which case it is mandatory to specify a policy expiry date. Schedular Payments If ticked, indicates the contractor is subject to schedular payments/withholding. Tax Code Displays the tax code that applies to the contractor. This field is blank unless the Schedular Payments field is ticked (for more information, see above), in which case this field displays the tax code WT for information purposes only. Exempt From Withholding If ticked, indicates that the payee is exempt from having tax withheld. Tick this field if the payee has a valid certificate of exemption from withholding. Note that a certificate of exemption from withholding differs from a 0% special tax rate and in general does not apply to contractors who are engaged by a labour hire business. Therefore, this field should not be ticked if the contractor has a 0% special tax rate. Exemption Expiry Date Captures the date on which the contractor’s certificate of exemption from withholding expires. This field is only available if the Exempt From Withholding field is ticked (for more information, see above), in which case it is mandatory to specify a date in this field. Note that this field is used for information/reporting purposes only and the system will not automatically resume withholding once the expiry date is reached. If the contractor does not provide a new certificate of exemption once their previous certificate expires, the Exempt from Withholding field must be unticked manually so that tax is withheld from the exemption expiry date onward. Withholding Rate Captures the tax withholding rate that applies to the contractor, as provided on the contractor’s Tax rate notification for contractors - IR330C form. This field is mandatory if the Schedular Payments field is ticked and the contractor is not exempt from withholding (for more information, see above), in which case it is mandatory to key a withholding percentage in this field. Note that if the contractor has a 0 % special tax rate then a value of 0 must be keyed in this field. Apply ACC Employer Levy If ticked, the Accident Compensation Corporation (ACC) levy will be calculated as a wage cost to your business each time the contractor is paid. Do not tick this field if the contractor’s company covers their own ACC employer levy liability. Contractor Payment Terms If an option is selected in this field, payment of the contractor’s timesheets are deferred until the payment terms due date, as defined by the payment terms option that is selected in this field, has been reached. For more information, see Paying Contractors According to Payment Terms. Address Line 1 Defines the first line of the company’s registered street address. Address Line 2 Defines the second line of the company’s registered street address. Suburb Defines the suburb |
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in which the company’s registered address is located.State
Defines the state in which the company’s registered address is located. Postcode Defines the postcode in which the company’s registered address is located. Country Defines the country in which the company’s registered address is located. |
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Payee Conditional Variable | This tab lists and allows adding of variables that may affect the way a payee gets paid, such as grade levels or age. For more information, see Adding Payee Conditional Variables. |
Custom Fields | This tab allows additional information that is specific to your business to be recorded against the payee. For more information, see Adding Custom Fields. |
Superannuation Details | This tab is used to select the payee's superannuation funds and to specify the payee's policy/membership number for each respective fund. For more information, see Updating Superannuation Details. |
Work Schedule | This tab allows the payee's regular work schedule to be defined. The system refers to the work schedule when determining how to pay any leave the payee may be eligible to take while not placed on a job. For more information, see Updating the Work Schedule |
.Employee Benefits Details | This tab allows the payee's employee benefits, such as income protection, portable long service leave and redundancy fund entitlements, to be selected.
For more information, see Recording a Payee’s Employee Benefits...
Besides viewing the abovementioned details about each linked payee, you can perform the following actions from the Linked Payees pane:
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