Employee Details

To comply with ATO regulations, it is recommended that this screen is completed as fully as possible. Each employee must have at least one address and phone number. If these are not known, enter your company address and phone number. The address entered should be a street address - Ready Pay will report the 'preferred' address on an STP Update Event.

This section stores personal contact information for the employee, including name, address, email and phone numbers.

This information is used to identify the employee throughout the system.

Open the Employee File.

Accessing the Employee Details:

Once the employee file is open, select the Employee Name from the tree on the left.
The Details Tab is the first on the right, and is the default tab to be displayed.
Complete the following information as required:

Field	Explanation	Wizard
Name
Employee No.	The employee number uniquely identifies this employee in this company. It must be 6 characters in length, and you may enter any combination of numbers 0-9 or characters A-Z. Employee numbers can only be entered when adding a new employee. Once the employee has been created you are unable to change the Employee number. If you require a different number AND the employee has not been paid at all, you must contact the Ready Pay support team who will connect with you and change the employee number for you in the back end. Once an employee has been paid you are no longer able to have the employee number changed. Reports list employees in order of employee number. If you wish employees to be listed alphabetically, use a combination of surname/first name to create the employee number. A typical example would be the first three letter of the surname, followed by the first three letters of the first name. Note that there are considerations for using numerical only Employee Numbers (rather than including letters). First, it is possible to auto-generate Employee Numbers using the Increment next sequential employee number (EmpNo) from feature. Furthermore, if there is more than one company in use in the database, you may elect to use the Enable Global Employee No's increment option.	Step 2 of the Employee Creation Wizard - "Name & Address" Name section
Title	This displays the employee's current title. Click the arrow to select a new one from the list, or select <<Add New>> if the title you want does not exist.	Step 2 of the Employee Creation Wizard - "Name & Address" Name section
Surname	Enter the name details for the contact person.
First Name
Middle Initial
Print Name	Print name is a combination of Surname and First Name and is used to identify this employee on all reports and searches. Right click in the field to update if necessary. This field is populated autoatically.
Preferred Name	If the employee prefers to be addressed by another name, it can be stored here.
Previous Surname	This field contains names this employee was previously known by, for example a maiden name. The ATO requires previous names to be recorded, if known.
Email (Kiosk) Email (Other)	This address will be used for employees to log into Kiosk. Kiosk is an additional self service module. This email is only required if you have implemented Kiosk. This address will be used in all email correspondence from Ready Pay. Click the Email button to send an email to this employee now. If you intend to email an employee's pay advice to them, enter the email address and tick the Email Payslip checkbox on Default Pay Settings.	Step 2 of the Employee Creation Wizard - "Name & Address" Name section
Addresses
Address	You can add multiple addresses for each employee. In the address section click the Add New button, or select an existing address and click on the Edit button. In the pop-up window enter the address details You must enter at least one address (required by the ATO). Select Preferred Mailing Address for the primary address to be used in correspondence. If the address is not yet known, enter c/o your company address. If the address is not in Australia, as per ATO requirements you must create a suburb called "OTHER" with a postcode "9999", a state "OTH", and a country "OTHER" (all without the quotes). To do this as you work, click on the drop down in the postcode box, and click the Add New button which appears. Complete the details as listed above.	Step 2 of the Employee Creation Wizard - "Name & Address"Address section
Phone Numbers
Phone Numbers	You can add multiple phone numbers for each employee. In the phone number section, click the Add New button, or select an existing number and click on the Edit button. In the pop-up window enter the phone details. Tick the Preferred Number box for the relevant phone number	Step 2 of the Employee Creation Wizard - "Name & Address" Phone Numbers section
Photo	If a photo for the employee has previously been loaded (e.g. via Employee Creation Wizard) this will be displayed here. Right click on this area to display a quick menu if you wish to add or change the photo: Open in Windows default applicationis only available when you add a photo and are still in the employee file. Once you close the employee file this option is shaded and not available. Add Photo: is available if there is no photo. This will allow you to load a copy of this employee's photo into the database. The photo is used for reporting purposes, for example in the Employee Details report (Report Explorer > System Reports > Employee Reports). Edit Photo : is shaded as it is not applicable. Clear Photo: Deletes the photo from file. This removes it from the Ready Pay database only - the source photo on your computer or server is untouched. Note that the file size for photos should be 100KB maximum. A warning message is displayed if you try to add a file between 100KB and 1MB, although the file will be added. The file will not load if it is larger than 1MB.
Employment Synopsis	This area provides a summary of pertinent details for the employee. The fields in this area cannot be edited. Ready Pay maintains these settings automatically.

Enter the first few letters of the suburb, or type in the postcode, then select either from the look up list. The system will automatically fill in these fields of the address for you.