INTRODUCTION #
The employee wizard will help to gather all related information while on boarding the employees which are integrated with the payroll and tax engine of Dynamics 365.
HOW TO CREATE AN EMPLOYEE #
Process steps #
STEP 1: Go to Payroll module and click employees under worker
Navigation
Payroll>Worker>Employees
Step 2: Click New Worker wizard
STEP 3: There are seven pages of the wizard. Fill the Employee details page by populating the following fields:
- First name
- Title
- Last name
- Employment start date
- Date of birth
- Gender
- Contact number
- Email Address
- Adress related fields
- Post code
- Suburb
- BSB number
- Bank account number
And click Next.
STEP 4: To fill the Tax and super detail page, populate the following fields:
Under Tax declaration:
- TFN Number
- Tax region
- Payroll tax type
- Tax treatment code
Under Superannuation details: #
- Identification type
- Identification number
- USI
Under Available benefits: #
Select the benefits that you want to assign to the employee and also select the vendor for that benefit.
Click Next.
STEP 5: Now comes the details for Payroll and position page. Fill out the following fields:
- Select Action, Position and Plan from respective dropdown buttons.
- Under Period, write Effective date and Expiration date.
- Under fixed pay rate transaction write Annual pay rate and Hourly pay rate will then be auto populated.
- Choose required calendar from the dropdown button.
- Under human resource position, select Position type, Pay cycle, Legal entity and Default earning code from respective dropdown buttons and write Hours.
- Turn the toggle button ON for generate salary.
Click Next.
STEP 6: On Leave and attendance page, you can assign the leaves to the employee that he/she can avail. Fill out the following required fields:
- Date (same as employment start date)
- Calculation group
- Default calculation group
- Approval group
- Profile
- Profile group
and click Next.
STEP 7: On Earning code page, select the earning codes you want to attach to your employee. If you do not want to assign any earning code to your worker than you can leave this page as it is. Click Next to move on to next page of the wizard.
STEP 8: The last page of the wizard is Vendor details. This page is for ABN workers. If your employee is ABN employee then turn the toggle button ON for ABN worker and attach an existing or new vendor to your worker but if your worker is PAYG then do not fill any information on this page, just click Finish.
