Tanda Payroll Setup Checklist

Your guide to getting started with Tanda Payroll.

Updated over a week ago

This guide covers the steps involved in setting up Tanda Payroll. The steps covered assume that you are already using Tanda in your business for time & attendance.

Video guide

We've created a video guide to set up Tanda Payroll in your account. If you'd prefer to read, continue below.

1. Enable Tanda Payroll

To get started, navigate to the Payroll tab in your account, read through terms and conditions, confirm your payment details, and click Enable Now.

💡 Note: Only account admins can enable Payroll in your account.

2. STP reporting details

Under Payroll > Payroll Settings > Reporting Details, add your business' details that are required for STP reporting, including:

  • ABN

  • Legal name

  • Trading name

  • Payer branch code

  • ATO contact

  • Address

A BMS identifier and software subscription ID will be automatically generated when you start entering details.

On this page, you can also add the details of any external tax agents that are providing payroll services for your business and confirm initial ATO reporting details.

If you pay staff out of multiple payroll files, navigate to Actions > + Add Payroll File on the same page and enter the details for this entity.

3. Company setup details

Under Payroll > Payroll Settings > Company Setup, enter the details used to create an ABA file and pay your staff.

Learn more in the full Company Setup guide.

Learn more about ABA files.

4. Earnings rates

For customers using Tanda's managed award templates, earnings rates and their relevant STP categories will automatically be created in your Payroll account.

To view the earnings rates, navigate to Payroll > Payroll Settings > Earnings Rates.

Any custom award rules or allowances that aren't part of a Tanda managed award template will also be automatically created in your account, however STP categories will need to be manually allocated.

Any earnings rates that need to be allocated will be flagged on this page. Learn more about Earnings Rates in the full guide.

5. Deductions

Common deductions can be created and later added to the relevant employees' payslips.

To start, setup your deductions under Payroll > Payroll Settings > Deduction Types.

Learn more in the full Deductions help guide.

6. Lump sums

Create lump sum types to pay varying amounts during a pay run. Common examples of lump sums include bonuses or commissions.

To create a lump sum type, navigate to Payroll > Payroll Settings > Lump Sum Types and click + New.

To learn about Paying bonuses and commissions with the Schedule 5 Tax Table specifically, see the full guide.

7. Termination types

Configure termination types for any common payment scenarios when staff finish at your business.

Two termination types are already created when you enable Payroll:

  • Redundancy payout

  • Termination in lieu of notice

Any additional termination types can be configured through Payroll > Payroll Settings > Termination Types.

Learn more about Processing an employee termination payment (ETP) in the full guide.

8. Super funds

Add the details of any superannuation funds that your staff are members of to make contributions each pay run.

If you've configured a super choice as an Employer Nominated Fund through Settings > All Settings > Superannuation > Configure super choice in your Tanda account, details of this fund will automatically be created in Payroll.

To add additional funds, navigate to Payroll > Payroll Settings > Super Funds and click the + New button.

Alternatively, if staff have nominated their super fund via employee onboarding, details of these funds can be imported via Actions > Import Super Funds.

9. Staff details

Ensure staff have all their payroll details on their profiles, including bank, tax, and superannuation memberships.

If you use Tanda's Employee Onboarding, this information is already collected when staff first onboard. These details will automatically populate in Payroll.

If the required information wasn't collected through Tanda, it can be added in bulk under Payroll > Staff > Actions > Bulk Update Staff.

You'll be given a list of templates with different fields that can be updated. Download the relevant template, make any changes, and re-upload the document as a .csv file. Ensure you've selected the correct Type of Data from the options in the dropdown list.

Staff can also update their details through the Tanda mobile app with Employee Self Service enabled.

10. Staff profiles

Once staff details have been entered, configure any additional payroll details.

Through Payroll > Staff > [click staff name], ensure the following fields have any necessary details for your staff:

  • Autopaid earnings template (generally used for salaried staff, learn more in the full guide)

  • Leave balances (based on leave types configured in Tanda)

  • Deductions (select from those configured in step 5)

  • Voluntary tax payments

  • Super fund membership (select from those configured in step 8)

  • Additional super fund contributions (note: the mandatory super contribution is already created when enabling Tanda Payroll)

  • Additional bank accounts that wages are paid to

Opening balances can also be configured on staff profiles for things like earning types, leave, or deduction balances. The information here will depend on how you choose to transition from your previous payroll system. Learn more in the Transitioning from another payroll system for STP reporting guide.

11. Leave accruals

For leave balances to be accurate, ensure leave accrual rates have been configured on leave types in Tanda.

To check or add accrual rates, navigate to Time & Attendance > Compliance, and click Manage next to the Leave Types section.

Next to the relevant leave type, click Edit and scroll down to the Balance Configuration section and add your accrual rates and any additional configurations. Save changes with the Update leave type button.

12. Payroll Journals

By default, your Tanda account is pre-configured with generic accounts. You can edit the name and code of these to match what you already have set in your account platform.

To do this, navigate to Payroll > Payroll Settings > Journal Setup (Accounts).

To report wages and super from different teams or locations to separate payroll accounts, you can set up team-specific accounts.

Learn more in the payroll journals help guide.

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