4 - TPP Employee Data

Estimated Time to Complete: 1-5 days (dependent on number of employees)

Quick Overview:

One of the larger steps in the implementation is adding and updating all your employees details into the system.

API Integrations Only

If coming from one of the following Payroll solutions you may be able to save time in importing your employees and some of their data into TurnPoint Pay automatically (you will still need to add further information later on):

• WFS
• Xero
• Deputy
• NetSuite
• LightSpeed

Steps:

To import your employees from one of the above options follow these steps:

1. Under Payroll Settings click Integrations
   
   
   
   
2. Find your existing payroll solution and click the green Add Button
   
   
   
   
3. Follow the respective Wizard to complete the integration
   
   
4. Once Integrated, click on Import Employees from the Quick Access Menu on the Left Hand Side of the Screen:
   
   
   
5. Clicking the dropdown, select the relevant integration and follow the steps provided
   

Manually Import Employees - All

1. Using the QuickAccess Menu click List under Employee
   
   
   
2. Click Export
   
   
   
3. Make sure Template with employee data is selected as well as XLSX and then click Download
   
   
   
4. Open the Excel file you just downloaded and make sure the following columns are filled out for all Employees (Note some are drop-down boxes):
   
   • Tax File Number
   • First Name
   • Surname
   • D.O.B.
   • Gender
   • Residential Street Address
   • Residential Suburb
   • Residential State
   • Residential Post Code
   • Residential Country
   • Email Address
   • Start Date
   • Anniversary Date (can be same as start date)
   • Employment Type
   • Australian Resident
   • Claim Tax-Free Threshold
   • Seniors Tax Offset
   • Other Tax Offset
   • STSL Debt
   • STSL Calculation Type
   • Has Withholding Variation
   • Tax Variation (if yes to the above)
   • Medicare Exemption Levy
   • Claim Medicare Levy Reduction
   • Medicare Levy Reduction Spouse
   • Date Tax File Declaration Signed
   • Job Title
   • Pay Schedule
   • Primary Pay Category
   • Primary Location
   • Payslip Notification Type
   • Rate
   • Rate Unit
   • Override Template Rate
   • Hours Per Week
   • Hours per Day
   • Leave Template
   • Pay Rate Template
   • Pay Condition Rule Set
   • Business Award Package
   • Employment Agreement
   • is Enabled for Timesheets
   • Bank Account Details
   • SuperAnnuation Details
5. Once all data has been added/reviewed, save the excel document in a place you will remember.
   
   
6. Using the quick access menu under Employee click Import
   
7. Select your saved excel file and click Import. Work through any errors that pop up in the import process. For More information on the Import Template and common Error's see this article here: Employee Import via Excel / CSV

Tagging the employee

Employee tags are used frequently in award packages. These generally represent conditions specific to one employee. For instance, an employee who might be a first aid officer may receive an allowance under an award. We use tags to identify these types of conditions, and when selected, the employee will then receive that allowance per hour worked (based on a pay condition in the rule set).

Tagging is a very powerful feature. Each award template has a unique set of tags that is meaningful to that template only. To ensure you do this correctly and have considered all of the various conditions, review the help article specific to that award. Search the knowledge base for the award code or award name to find help on specific tags and work types. You can find a full list of our Award and EA help articles here.

Information on adding a tag to an employee can be found here.

You will have completed this step if you have:

1. You have imported and reviewed all your employees details into TurnPoint Pay
2. Tagged your employees as necessary

Next Article: Linking to TurnPoint Assist