Difference between revisions of "Permanent Employees - AU"

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=How to use=
 
=How to use=
  
====Before you start====
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===Before you start===
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Before setting up a permanent employee it is likely that you will want to account for the costs involved with permanent employees in different general ledger accounts to the general ledger accounts used for the costs involved with Temporary/On Hired employees. If this is the case then you should have a separate division set up for internal employees - eg an Agency has an Adelaide office, they would have a division for "Adelaide Office" and "Adelaide Office - Internal"
 
Before setting up a permanent employee it is likely that you will want to account for the costs involved with permanent employees in different general ledger accounts to the general ledger accounts used for the costs involved with Temporary/On Hired employees. If this is the case then you should have a separate division set up for internal employees - eg an Agency has an Adelaide office, they would have a division for "Adelaide Office" and "Adelaide Office - Internal"
  
 
Additionally, it is worth setting up a billing location for your agency, as this is needed for assigning costs (as some clients also charge/on hire permanent staff).
 
Additionally, it is worth setting up a billing location for your agency, as this is needed for assigning costs (as some clients also charge/on hire permanent staff).
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===Creating the Employee Record===
 
===Creating the Employee Record===
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The easiest way to do this is to use the [[On-Boarding an Employee|PinvoiceR Onboarding]] process (ie where they will complete all of the necessary payroll information). The other option is to add them manually.
 
The easiest way to do this is to use the [[On-Boarding an Employee|PinvoiceR Onboarding]] process (ie where they will complete all of the necessary payroll information). The other option is to add them manually.
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Once the employee record has been created (ie you do not have to wait to have all of the onboarding information completed), edit the record.
 
Once the employee record has been created (ie you do not have to wait to have all of the onboarding information completed), edit the record.
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[[File:PinvoiceR - Edit Employee.png |800px]]
 
[[File:PinvoiceR - Edit Employee.png |800px]]
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When editing, if not already done set their employee type to Full Time (also check that you have the correct Pay Frequency set) and click the <kbd>Save Form</kbd> button;
 
When editing, if not already done set their employee type to Full Time (also check that you have the correct Pay Frequency set) and click the <kbd>Save Form</kbd> button;
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Then edit the employee record again so that the ''Permanent Options'' are visible. Then set the Division & Location and click the <kbd>Save Form</kbd> button;
 
Then edit the employee record again so that the ''Permanent Options'' are visible. Then set the Division & Location and click the <kbd>Save Form</kbd> button;
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[[File:PinvoiceR - Set Permanent Employee Options.png|800px]]
 
[[File:PinvoiceR - Set Permanent Employee Options.png|800px]]
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===Set an Employee's Salary & Pay Code Items===
 
===Set an Employee's Salary & Pay Code Items===
  
 
Edit the employ and scroll down to click the <kbd>Edit Salary</kbd> button. Enter in the relevant salary information and click the <kbd>Add New Salary</kb> button;
 
Edit the employ and scroll down to click the <kbd>Edit Salary</kbd> button. Enter in the relevant salary information and click the <kbd>Add New Salary</kb> button;
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Click on the Add/Edit Pay code Items link to add additional pay code items and also to add in accrual factors (ie annual leave, sick leave etc) for each pay code item you need.
 
Click on the Add/Edit Pay code Items link to add additional pay code items and also to add in accrual factors (ie annual leave, sick leave etc) for each pay code item you need.
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[[File:PinvoiceR - Set Salary Pay Code Items.png|800px]]
 
[[File:PinvoiceR - Set Salary Pay Code Items.png|800px]]
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Revision as of 03:36, 26 March 2020

About

This article is about how best to set up and pay Permanent Employees (for Australian customers) in PinvoiceR.


How to use

Before you start

Before setting up a permanent employee it is likely that you will want to account for the costs involved with permanent employees in different general ledger accounts to the general ledger accounts used for the costs involved with Temporary/On Hired employees. If this is the case then you should have a separate division set up for internal employees - eg an Agency has an Adelaide office, they would have a division for "Adelaide Office" and "Adelaide Office - Internal"

Additionally, it is worth setting up a billing location for your agency, as this is needed for assigning costs (as some clients also charge/on hire permanent staff).


Creating the Employee Record

For a permanent employee, it is unlikely that they will also be in a front end system (eg RecruitOnline) and so you will need to create their record in PinvoiceR.

The easiest way to do this is to use the PinvoiceR Onboarding process (ie where they will complete all of the necessary payroll information). The other option is to add them manually.



Set an Employee as Permanent

Once the employee record has been created (ie you do not have to wait to have all of the onboarding information completed), edit the record.


PinvoiceR - Edit Employee.png



When editing, if not already done set their employee type to Full Time (also check that you have the correct Pay Frequency set) and click the Save Form button;


PinvoiceR - Set Employee to Full Time.png


Then edit the employee record again so that the Permanent Options are visible. Then set the Division & Location and click the Save Form button;


PinvoiceR - Set Permanent Employee Options.png


Set an Employee's Salary & Pay Code Items

Edit the employ and scroll down to click the Edit Salary button. Enter in the relevant salary information and click the Add New Salary</kb> button;


PinvoiceR - Set Employee Salary.png



Click on the Add/Edit Pay code Items link to add additional pay code items and also to add in accrual factors (ie annual leave, sick leave etc) for each pay code item you need.


PinvoiceR - Set Salary Pay Code Items.png



PinvoiceR - Set Leave Accrual Rates.png

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