New Employee Kit and ChecklistEmployment Kit

Employee Details

Name: ___________________________________________________________D.O.B: ______/_____/_____

Address: _________________________________________________________Post Code: ______________

Phone: _________________ Mobile: __________________Email:___________________________________

Emergency Person: ____________________________Relationship: _______________ Phone: ___________

Start Date: ____/____/____ Classification: Casual / Part-Time / Full Time (Please Circle)

Do you have a visa to work in Australia? Not Required / Yes (provide copy of Visa)

Do we have permission to email payslips and annual payment summary to the above email address? Yes / No

Bank Account Details

Account Name: __________________________________________ Name of Bank: ____________________

BSB Number: _____________________ Account Number: ________________________________________

Tax File Number Declaration

A TFN declaration form has been provided to you. This form is required before any wage is paid.

Super Choice Form

As per Super Choice Form provided.If Superannuation details are not received within two weeks of commencing employment, your employer superannuation contributions will be paid into our default company fund Care Super.

Fair Work Information StatementA copy of the Fair Work Information Statement and National Employment Standards has been provided to you.

I declare that this information is true and correct; I have received a Super Choice Form, Fair Work Information Statement and TFN Declaration.

Signed: _______________________________________ Date: ______________________

Tasks Actions

Provide letter of engagement ICB – Letter of Engagement TemplateObtain personal details of the employee Full name, address, contact phone and email,

emergency contact name and phone

Employee to provide Visa if required Copy Visa, Check status and type of Visa

Provide Superannuation Choice Form, (may be available from within software)

ICB Guide to Employer ObligationsCheck form returned within 14 days

Tax File Number declaration Download from ATO. Once complete, forms can be lodged with ATO via SBR or posted.Date lodged:

Provide Fair Work information statement Fair Work Information StatementProvide award or workplace agreement information

ICB – Awards and Fair WorkCheck employer has provided details of award or agreement

Obtain information from employer regarding employment type and pay

Pay rate, entitlements, allowances, employment basis and award classification

Provide staff policies and procedures handbook

ICB – Payroll Management Policy Template

Conduct site induction Check employer has completed this

Software Setup Actions

Set up employee in software Check all details as per forms submittedCheck superannuation fund details are valid

Add to superannuation clearing house, if using outside of payroll software

Wages set up hourly or salary Check employment basis—full-time, part-time or casual

Entitlements See Fair Work Information statement and award

Allowances For example: vehicle, laundry, meal or travelWorkers compensation Do you need to increase your level of cover?Payroll tax If you are not already registered, will this new

employee’s wages trigger the threshold?Time billing and jobs, if relevant Add to payroll software if required

Expenses and deductions For example: salary sacrifice, child support payments, union fees or extra PAYG.

Related References ICB – Guide to Employer Obligations ICB – Payroll Resources Workforce Guardian