New Staff

Todoist Template Attached and available here

1. How to Prepare a New Team Member

- Print out employment details attached (Employee details Beer Cartel) plus get PAYG Tax file number declarationform (located in Richard's drawer).

- Setup email as required

- Setup RSA login

2. How to Prepare a Induction

3. How to Manage Induction

a. Need to provide a copy of their RSA card and Drivers License.

b. Should complete employment details sheet

c. Take them on a tour of the premises, remind to avoid any behaviour where there are safety risks and report any safety issues they see. They are not to use the forklift unless formally trained to do so.

d. Need to read and sign the Staff Induction document (attached)

e. Need to read and sign Position Agreement

f. Any questions?

g. Start training/work

Enter employment details into intranet directory, Xero, Small Business Clearing House, Phone Numbers & Here (sends email to Mailchimp via Zapier).

Entering Details in Xero

1. Go to Xero > Payroll > Employees - click Add Employee

2. Details section Enter information from Employee Details form -> SAVE

3. Employment section Enter start date (also enter this into your calendar as a recurring event STAFF MEMBER Work Anniversary). Payroll calendar should be weekly, employee group empty, holiday group NSW, and ordinary earnings rate = casual or ordinary hours for full time staff. Click Add Superannuation Memberships enter the employee Superannuation number -> SAVE Note: if the Superannuation fund has not been entered into Xero then follow these steps:

To add a new Superannuation provider go to Settings > Payroll Settings > Superannuation and click Add Superannuation Fund

Search for the fund by name - if you still have issues finding the specific fund try a Google search going to the fund's website and then searching for the UCI - if you still have difficulties finding the funds information call the fund directly.

Enter the Employer Number (if an employer number is held) and click Add.

If no superfund is provided use put them on our default Hostplus and use number 111111111 - Hostplus will then in time issue an actual member number.

4. Taxes section complete this using information from Tax File Number Declaration Form. Once all information is entered and the appropriate boxes selected choose File Now and click that you have read and accept the authorisation to file.

If no TFN is provided then within 14 days we have to notify the ATO that no TFN has been provided.

5. Leave section for full time / part time staff they should be allocation both annual leave (equivalent 4 weeks) and personal leave. Click Assign Default Leave Types.

6. Bank Accounts Section for Statement Text write BEER CARTEL WAGES. Enter bank account details from Employee Details form, write Account Name in capitals -> SAVE

7. Pay Template Section:

For casual staff

Add Earnings Line - add each line of casual earnings e.g. Casual - Level 1 - Adult 2015/ Saturday/ Sunday etc - select use earnings rate for each.

Add Superannuation Line and click OK - this will then save the default statutory rate.

Once all entered click Save.

For Part-Time/Fulltime Staff:

Add Ordinary Hours - enter hours per week as 38 and annual salary amount. The Xero salary rate is exclusive of Super. To determine correct rate divide total salary by 1 + Super rate e.g. 1 + 9.5% (1.095) so salary in Xero is SALARY/1+SUPER.

Add Superannuation Line and click OK - this will then save the default statutory rate.

Once all entered click Save.

8. Opening Balances - click option > Send Employee Invite. This will then give them access to see their payroll information at any time as well as the ability to apply for leave.

Send employee a copy of the signed Staff Induction Document

Invite to Facebook Beer Cartel Staff page