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  • the name of the pay company by which the payee will be employed

  • the tax type that will apply to the payee (Employee or Contractor)

  • the payee typethat will apply to the payee

    • Contractor, Umbrella, 3rd Tier Agency - for tax type of Contractor

    • Employee for tax type of Employee

  • the employment type that defines 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

  • the payee's default bank account details (only required if payment will be by electronic funds transfer).

To create a payee you must do the following:

  1. Find and select the candidate to which the new payee will correspond.

  2. Create a new payee record for the candidate.

The procedures for performing both of these tasks are described below.

Info

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.

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