INTRODUCTION #

This manual focuses on creating an employee in d365 Payroll module without worker wizard.

CREATING AN EMPLOYEE WITHOUT WORKER WIZARD #

Hiring an employee #

Step 1: Go to the Payroll module and under Position click Open Positions.

Navigation

Payroll>Positions>Open positions.

Step 2: Select the open position that you want to assign to your worker and click Hire on action pane**.**

Step 3: Enter the required worker details such as:

• First Name
• Last Name
• Employment start date

and click Hire.

2.2  Adding details of an employee #

STEP 1: Go to the Payroll module and click employees under worker

Navigation

Payroll>Worker>Employees

Step 1: Employee is now created and is being shown on employee master page. To add details of the worker, cliclk on it.

STEP 2: In the employee’s detail view page, click Add under Address fast tab to enter address details.

STEP 3: Populate all the required fields related to address and click OK. Turn the toggle buttons ON for “Primary”, “Private” and “Primary for country/region”.

STEP 4: To add contact information, Click Add under the Contact information fast tab.

STEP 5: Populate the following details:

• Description
• Type (Phone, Email address, Fax, Linkedin etc.)
• Contact number/address

Mark checked on Primary.

STEP 6: Under the Personal details fast tab, populate the required fields such as Birth date and Gender. You may populate as many fields as you wish.

STEP 7: Now click on Bank accounts under More information in Personal details fast tab.

STEP 8: Click New on action pane.

STEP 9: Enter the bank details. Populate the following fields:

• Account identification
• Name
• BSB number
• Bank account number

   

STEP 10: Now click on Identification numbers under More information in the Personal details fast tab.

STEP 11: Click Edit.

STEP 12: Select the Identification type from the drop-down and enter the identification Number.

STEP 13: Click New to add another identification type such as Super Member Id and USI.

STEP 14: Click Save and close the page.

STEP 15: Click on Benefits under More information in Personal details fast tab.

STEP 16: Click New on action pane.

STEP 17: Select “Superannuation (SGC)” or any other benefit from the “Eligibility bypassed” drop-down in the “Benefits” field.

STEP 18: Enter the Coverage start date and Click Save.

STEP 19: Click Maintain versions on action pane.

STEP 20: In Payroll details tab, Populate the following information:

• Select the Vendor from drop-down.
• Select the Basis for deduction: it can be a fixed amount or percentage.
• Enter the amount/percentage for deduction

Then click “Save” and close the page.

STEP 21: Go to the Employment tab in employee’s detail view page and Select the relevant Calendar from drop-down.

2.3 Adding details to an employee’s position #

STEP 1: Go to the Payroll module and click All positions under Position

Navigation

Payroll>All positions>Position.

STEP 2: Click on the Position that is assigned to your employee.

STEP 3: Click on Changes timeline drop-down and select Manage changes.

STEP 4: Under the Payroll tab, Click on Add and Populate the following fields:

• Effective date
• Expiration date
• Pay cycle
• Paid by
• Annual regular hours
• Turn the toggle button ON for Generate salary

Click save and close the page.

2.4   Fixed compensation Plan for the employee #

STEP 1: Go to Payroll module and click employees under worker

Navigation

Payroll>Worker>Employees

STEP 2: Click on the relevant worker to view its details.

STEP 3: Under the Compensation tab click on Fixed pan.

STEP 4: Click New.

STEP 5: Populate the following information:

• Action
• Position
• Plan
• Pay rate

And click OK.

STEP 6: Click Save and close the Page.

2.5 Activate worker as time registration worker #

Step 1: On the Time registration tab, click Activate on registration terminals to open the Create time registration worker form.

STEP 2: The Active toggle button is ON by default. This indicates that the worker has been activated as a time registration worker. Populate the following information:

• In the Calculation group field, select the group of workers that the worker’s registrations are calculated with.
• If the worker is responsible for calculating registrations for other workers, select a calculation group in the Default calculation group field. When the worker opens the Calculate form, this calculation group is displayed.
• In the Approval group field, select the group of workers that the worker’s registrations are approved with. A shop supervisor or manager is responsible for approving registrations for this group of workers.
• In the Standard profile field, select the work time profile that is used to calculate time and pay if the worker makes no registrations during a work day.
• In the Profile group field, select the group that the worker belongs to. Profile groups contain one or more work time profiles that can be applied when a worker makes clock-in and clock-out registrations.

Click Ok.