The Impact of Modern Bookkeeping- Automating the Back Office

Setting Up a New Employee

Many of our bookkeeping packages include the management of Payroll for the businesses we work with. This page contains the forms that we require when taking on a new employee. We require these forms to be received 48 hours prior to the payroll day. The team at iKeep are not able to process a payroll without the appropriate forms being complete.

New Starter to Complete:

1. Employee Details Form

To be completed by the new employee before they commence employment, this secure online form captures their personal details, emergency contact as well as basic tax details. This form is protected by a password – you will be provided with the password as part of your on-boarding session.

2. Tax File Number Declaration Form

The TFN Declaration is compulsory for all new employees to complete when they commence employment with a new employer. Please download the form, fill it in, sign it and then upload it as part of your Employee Details submission.

3. Superannuation Choice Form

The Superannuation Choice Form is compulsory for all new employees to complete when they commence employment with a new employer.

Employer to Complete:

1. Employment Conditions Form

To be completed by the employer before a new employee commences employment. This secure online form captures the key financial details about their employment including salary, employment basis (full-time / part-time), payroll cycle and more.

Once our team have received all of the above information about your new team member, it will be possible for us to add them to your regular payroll cycle.

As part of the payroll setup, the new starter will be invited to the Employee Portal (either Xero or Keypay) depending on which software platform your business is on. This employee portal will enable the employee to be able to view their basic personal details, as well as help themselves to information like past payslips and their leave balance(s).



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