An employee record in Attaché Payroll is held in the employee Masterfile, which holds personal, pay, tax and leave details for each employee, such as birth date, pay rate, tax file number and leave entitlements.
Use the Standard Employee to create employee Masterfiles
If you need to set up a number of employees who have some of these details in common, you can set up a standard employee to save you time. For example, you can set up the standard employee to suit weekly employees, set up all weekly employees, modify the standard employee to suit monthly employees, and then set up all monthly employees. For more information about the standard employee, see Attaché Payroll: Payroll Setups help and user guide.
Details collected in the Employee Masterfile
The Employee Masterfile is used to create an employees:
Personal Details: for example, name, address, date of birth, start date, occupation.
Pay Details: for example, employment status, pay method and frequency, pay rates, costing, and employee group they belong to.
Tax Details: for example, tax file number, tax scale, voluntary tax.
Leave Details: for example, leave start date, hours per day/days per week, leave table codes, RDO week.
Employee Email Addresses: for Document Delivery, Attaché Online and Express Leave user accounts
Custom Fields and Notes
The Employee Masterfile Details report run from Payroll, Reports, Employee Details/Labels will print all details entered in Employee Maintenance.
Creating Employee Masterfiles
You can create an employee Masterfile 2 ways:
The employee enters their details via Employee Onboarding, and the Masterfile gets created from the details the employee enters
The Employee Masterfile is entered manually by the Payroll Officer
Locations and Employee Groups
Before you begin to set up your employees in Attaché Payroll consider whether you will use Multiple locations or Employee Groups. See: Attaché Payroll: Payroll Setups help and user guide link above for more information on these features.
Onboarding an employee
You can use Employee Onboarding in Attaché Online to create a new Employee Masterfile. Instead of the Payroll officer having to enter employee information, the new employee enters their legal and administrative information online which are then sent through to the Attaché Payroll desktop to create a new Employee Masterfile. See: Onboard a new employee from Attaché Online.
Add an employee manually to Attaché Payroll
Choose Masterfiles, Payroll, Employee Details, Maintain. If you have set up the standard employee, Attaché Payroll displays the details from the standard employee.
Enter or modify the employee details in the eight employee tabs:
Details tab: includes the employee's name, contact details and start date.
Personal Details tab: includes email address, date of birth and next of kin information.
Pay Details tab: includes information that controls how an employee’s pay is selected for processing, calculated and paid
Tax tab: includes the employee's tax information that controls how an employee is taxed.
Leave tab: displays leave accrual information for the employee.
Attache Online tab, Document Delivery Email Address (optional): includes information to allow the electronic delivery of payroll documents. For example, pay advices and payment summaries (usually the employee home email address)
Attache Online tab, Attaché Online Email Address: for access to Attache Online and Express Leave. See section below: To enable an employee to use Attaché Online and Express Leave
Custom Fields tab: (optional): can be used to store other employee information.
Memo tab(optional)
When all details are correct and complete, select Accept (F9).
Notes:
For a description of all fields available on each tab see Attaché Payroll: Masterfiles help and user guides.
Choose Notes (F4) to add notes to any employee Masterfile, bank account, allowance, deduction or leave table.
To enable an employee to use Attaché Online and Express Leave
In Attaché Payroll, go to Payroll, Masterfiles, Employee Details, Maintain
Enter the Employee Code.
Go to the Online Services tab.
Click the Enable Attaché Online check box in the Employee Masterfile
Enter the employees email address in the Attaché Online Email Address field (this is usually the work email address).
Accept (F9) to save the changes. This will then sync to:
The Attaché Online organisation.
The Express Leave company (if the employee is to use Express Leave).
Invite the employee to the Attaché Online Organisation. See: Send an invite to join an Attache Online organisation.
Setup the employee in Express Leave: Create a new user in Express Leave.
See also: