Overview
The following is the process documentation for customers using the JobAdder integration for PAYG Employees (AU entities only). In this article:
- Managing New Customers
- Insurance Module Settings (if using, at the Customer level)
- Managing New Employees
- Managing New Jobs
Process
To search for new profiles (employees/jobs/customers) in Astute, you will need to use the ‘Job Report’ and filter by ‘Job Added Date’.
Go to Reports > Management > Job Report > Report Settings:
Managing New Customers in Astute
If a new customer has been created, administrators will need to consider the following settings on a customer profile and whether they need to be updated manually. This is usually required when the invoicing requirements of the customer are an exception to the portal settings.
- Invoice Payment Terms:
Users > Customers > select the customer > Billing Details > Invoice Payment Terms
- Invoice Consolidation:
- Users > Customers > select the customer > Default Settings > Invoice consolidation
- Invoice Template:
- Users > Customers > select the customer > Default Settings > Invoice consolidation
- Invoice Schedule:
Users > Customers > select the customer > Default Settings > Invoice Schedule
- Additional Invoice Recipients:
Users > Customers > select the customer > Billing Groups > Additional Email Recipients
Insurance Module Settings
If you are using the Insurance Module, you will also need to consider the below:
- Assigning at a Workplace level:
Users > Customers > select the customer > Workplaces > Edit > Insurances
- Assigning at a Customer level:
Users > Customers > select the customer > Default Settings > Insurances
Managing New Employees in Astute
If a new employee has been created administrators will need to complete the following steps in Astute:
- Pay Through Entity (Multi-Entity Portals ONLY and not mapping ‘company entity division’):
Users > Employees > select employee > Employment > choose Pay Through entity from the dropdown list > Save
- Assign Superannuation Item to Profile:
Users > Employees > select employee > Pay Item> +Add Superannuation Item > choose super item from the dropdown list > click the disk icon to the right > Save.
- Assign any Deductions Required
Users > Employees > select employee > Pay Item > +Add Deduction > choose deduction from the dropdown list > enter relevant information > Save
- Assign leave categories (if applicable)
Users > Employees > select employee > More > Leave > Assign New... > choose leave type from dropdown > Assign > add any opening balances > Save.
- Assign leave approver (if applicable)
Users > Employees > select employee > More > Leave > choose Leave Approver from dropdown > Save.
Managing New Jobs in Astute
If a new job has been created, administrators will need to complete the missing job details in Astute, including:
- Enable 'Expenses' and 'Leave' for the job (if applicable):
Users > Employees > click on employee > click on the name of the job > Job Details > tick the 'Expenses' and/or 'Leave' checkbox > Save.
- Set Holiday Group
Users > Employees > click on employee > click on the name of the job > Job Details > choose the relevant Holiday Group from the dropdown list > Save.
- Set GL Group (if needed at the job level):
Users > Employees > click on employee > click on the name of the job > Payroll Admin > choose the relevant General Ledger Group from the dropdown list > Save.
- Occupation Library (only if not choosing to map and needed in Astute):
Users > Employees > click on employee > click on the name of the job > Workplace Details > choose the relevant Occupation Library from the dropdown list > Save.
-
Not needed if using occupation libraries - Rule Group (only if not choosing to map from Jobadder and needed in Astute):
Users > Employees > click on employee > click on the name of the job > Job Details > choose the relevant Rule Group from the dropdown list > Save.
-
Not needed if using occupation libraries - Rate Card (only if not choosing to map from Jobadder and needed in Astute):
Users > Employees > click on employee > click on the name of the job > Job Details > choose the relevant Rate Card from the dropdown list > Save.
- If using the Insurance Module and needing it set at the job level:
- Users > Employees > click on employee > click on the name of the job > Payroll Admin > choose the relevant Insurance from the dropdown list > Save.
- Bill Through Entity (Multi-Entity Portals ONLY and not mapping ‘company entity division’):
Users > Employees > click on employee > click on the name of the job > Payroll Admin > choose the relevant Bill Through (Entity) from the dropdown list > Save.
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