To find an existing payee record, follow the procedure below.
How to Search for an Existing Payee | |
Go to the Portal > Pay > Payee > Payee Maintenance screen. | |
Click Payee Search if the option is not selected by default. | |
In the search fields in the header of the screen, key in or select as much information about the payee as possible. The search fields available on the Contact Details tab are as follows: First Name Filters the list of payees according the first name of the candidate to whom they are linked. 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 payees according to the middle name of the candidate to whom they are linked. 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 payees according to the surname of the candidate to whom they are linked. 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 a payee. Candidate No. Filters the list of candidates according to the candidate ID that uniquely identifies the candidate to which the payees are linked. Filters the list of payees according to their email address. Leading and trailing wildcard characters (%) can be used for partial matching on the email address. For example, %smith@email.com will match email addresses such as rsmith@email.com and jsmith@email.com while rsmith% will match email addresses such as rsmith@email.com and rsmith@email.com.au. Brand Filters the list of payees according to the agency brand by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate that is managed by a specific agency brand, select the relevant brand in this field. Region Filters the list of payees according to the agency region by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate who is managed by a specific agency region, select the relevant region in this field. Office Filters the list of payees according to the agency office by which the candidate, to which they are linked, is managed. To list only those payees who are linked to a candidate who is managed by a specific agency office, select the relevant office in this field. The payee search fields that appear in the header of the Portal > Pay > Payee > Payee Maintenance > Contact Details screen are listed and described below. The search fields available on the Payroll Details tab are as follows: Tax Type Filters the list of payees according to their tax type, which be one of the following:
To list only those payees with a specific tax type, select the relevant tax type in this field. Payee Type Filters the list of payees according to whether their income type is individual non-business payee or labour hire (sole trader). This field is available only if the tax type selected in the Tax Type field is PAYG. Pay Company Filters payees according to the pay company by which they are employed. To list only those payees who are employed by a specific pay company, select the name of the pay company in this field. Employment Type Filters the list of payees according to their employment type. To list only those payees to whom a specific employment type applies, select the relevant employment type in this field. (Bank Details) Account Name Filters the list of payees according to their bank account name. To list only those payees who have a specific bank account name, key in the account name in this field. (Bank Details) Account No. Filters the list of payees according to their bank account number. To list only those payees who have a specific bank account number, key in the relevant account number in this field. (Insurance Policy Expiry Date) Date From Filters the list of payees according to the earliest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire. To list only those payees whose insurance polices expire on or after a certain date, click and use the calendar control to select the relevant date.  (Insurance Policy Expiry Date) Date To Filters the list of payees according to the latest insurance policy expiry date. This field is enabled only if the Company option is selected in the Tax Type field and can be used to search for contractors who cover their own insurance costs and their insurance policy is about to expire. To list only those payees whose insurance polices expire on or before a certain date, click and use the calendar control to select the relevant date. (Employment Dates) Start Date Filters the list of payees according to the earliest employment start date. To list only those payees who commenced employment on or after a certain date, click and use the calendar control to select the relevant date.  (Employment Dates) End Date Filters the list of payees according to the latest employment end date. To list only those payees whose employment was terminated on or before a certain date, click and use the calendar control to select the relevant date.  (Validity Period) Date From Filters the list of payees to list only those payees who have a payee details validity period that is valid on or after a certain date. To list only those payee's that have a validity period that is valid on or after a certain date, click  (Validity Period) Date To Filters the list of payees to list only those payees who have a payee details validity period that is valid on or before a certain date. To list only those payee's that have a validity period that is valid on or before a certain date, click (Payment Details) Payment Method Filters payees according to the how they receive their pay. To list only those payees who are paid by electronic funds transfer (EFT), by cash or by cheque, select the relevant payment method in this field. (Payment Details) Payslip Delivery Method Filters payees according to the method by which their payslips are delivered. To list only those payees who receive their payslips via the Candidate portal only, via email or via print, select the relevant delivery method in this field. (Payment Details) Pay Group Filters payees according to the pay group to which they are assigned. To list only those payees who are assigned to a specific pay group, select the name of the pay group in this field. Enquiry Office Filters payees according the agency office that acts as the payees' point of enquiry in relation to payroll issues. To list only those payees who are assigned to a specific enquiry office, select the name of the relevant agency office in this field. (Tax Details) Company Name Filters the list of payees according to their company name. To list only those payees who have a specific company name, key in the company name in this field. This field is only available if the option selected in the Tax Type field is Any or Company. (Tax Details) Tax File No. Filters payees according to their tax file number (TFN). To list only those payees with a specific TFN, key in the TFN in this field. You can use leading and trailing wildcards (%) for partial matching on the TFN. For example, %123 will match any TFN ending in the digits 123 while 123% will match any TFN beginning with the digits 123. This field is only available if the option selected in the Tax Type field is PAYG or Any. (Tax Details) No TFN Provided (28 day rule applied) Filters payees according to whether the system has automatically set the No TFN Provided (28 day rule applied) flag on their payee record. The flag is automatically set if the payee has failed to supply a Tax File Number (TFN) within 28 days of commencing employment and does not have an exemption from the 28 day rule. This field has three states as follows: Shaded (default) - indicates payees will be returned by the search regardless of whether they have been automatically flagged as having failed to supply a TFN within 28 days. Ticked - indicates payees will only be returned by the search if they have been automatically flagged as having failed to supply a TFN within 28 days. Un-ticked - indicates payees will only be returned by the search if they have not been flagged by the system as having failed to supply a TFN within 28 days. (Tax Details) Exempt From No TFN 28 Day Rule Filters payees according to whether they have been flagged as being exempt from having to provide a Tax File Number (TFN) within 28 days of commencing employment. This field has three states as follows: Shaded (default) - indicates payees will be returned by the search regardless of whether they are exempt from the 28 day rule. Ticked - indicates payees will only be returned by the search if they are exempt from the 28 day rule. Un-ticked - indicates payees will only be returned by the search if they are not exempt from the 28 day rule. (Tax Details) Tax Scale Filters payees according to their tax scale. To list only those payees to whom a specific tax scale applies, select the relevant tax scale in this field. This field is only available if the option selected in the Tax Type field is PAYG or Any. (Tax Details) STSL (exc. SFSS) Filters payees according to whether they have 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. To list only those payees who have a STSL debt, click on this field until a tick is displayed. To list only those payees who do not have a STSL debt, click on this field until it does not display a tick or shading. Otherwise, payees will be listed regardless of whether they have a STSL debt. This field is only available if the option selected in the Tax Type field is PAYG or Any. (Tax Details) SFSS Filters payees according to whether they have a Student Financial Supplement Scheme (SFSS) debt. To list only those payees who have a SFSS debt, click on this field until a tick is displayed. To list only those payees who do not have a SFSS debt, click on this field until it does not display a tick or shading. Otherwise, payees will be listed regardless of whether they have a SFSS debt. This field is only available if the option selected in the Tax Type field is PAYG or Any. As of 1 July 2019, SFSS is part of the same loan repayment hierarchy as other study and training support loans. Therefore, you can search for a payee with a SFSS debt by ticking the STSL (exc. SFSS) field. (Tax Details) Levy Filters payees according to whether they are subject to the flood reconstruction levy. To list only those payees who are subject to the levy, click on this field until a tick is displayed. To list only those payees who do are not subject to the levy, click on this field until it does not display a tick or shading. Otherwise, payees will be listed regardless of whether they are subject to the levy. This field is only available if the option selected in the Tax Type field is PAYG or Any. (Tax Details) GST Registered Filters payees according to whether they are registered to collect Goods and Services Tax (GST). To list only those payees who are registered for GST, click on this field until a tick is displayed. To list only those payees who do are not registered for GST, click on this field until it does not display a tick or shading. Otherwise, payees will be listed regardless of whether they are registered for GST. This field is only available if the option selected in the Tax Type field is Company or Any. (Tax Details) Voluntary Agreement Filters payees according to whether they are subject to a voluntary agreement to have tax withheld from their earnings. To list only those payees who are subject to a voluntary agreement, click on this field until a tick is displayed. To list only those payees who do are not subject to a voluntary agreement, click on this field until it does not display a tick or shading. Otherwise, payees will be listed regardless of whether they are subject to a voluntary agreement. This field is only available if the option selected in the Tax Type field is Company or Any. | |
Click Search Payees . | |
To open and view or edit the details of any of the listed payees, double-click the relevant payee. | |