Xero Adding an Employee – The Basics
Having information at hand when you add an employee to Xero can save you a lot of time. Decide beforehand if you’re going email payslips, instigate Auto Super via Xero, allow employees access to their records and so on. Good planning can save time and money.
Details Tab of Xero Employee Record
What you’ll need includes (but isn’t limited to) the following:
- Tax File Number Declaration
- Super Choice Form
- Phone Number
- Email Address
- Bank Details for EFT Payments
- Emergency Information, which can be added as a note (last tab of Employee record)
- Start Date
- Employment Type (Full/Part Time, Casual)
- Classification*
The more information you can enter, the better.
Think about handing out an employment pack that includes all the legal forms that need to be filled in before an employee starts work, along with forms for other information like bank account, emergency information and so on.
*Classification – Employees under an award scheme will be covered by a modern award classification. If you record a classification, it will be included on the payslips.