EOFY 2018/19 tips: Downloading payment summaries from the employee portal
Note: This blog is specifically for payroll administrators who have not been STP reporting for FY18/19.
The EOFY madness is hyping up and if you haven’t started preparing, we suggest you do so now to keep ahead of the game! If you’re reading this article, we assume you’ve already done your End of Year Reconciliation and published your payment summaries. If not, take a look at those links for tips on how to do it in KeyPay.
Downloading payment summaries
Once the payment summaries have been published, the employee will be able to access this document through the employee portal and the WorkZone app on their smartphone. This is an easy way for the employee to retain a copy for historical records without anything getting lost or breached in email. From the portal, employees are able to view, download, print and email the document.
An employee can download their payment summary via their employee portal, as follows:
1. Click on “Documents” (on the left nav bar) and then “Payment Summaries”
2. The employee will be redirected to their Payment Summaries screen. All payment summaries, by financial year, will be displayed here. Then, simply click on the relevant financial year and the payment summary will download:
Payment Summary Notifications
When payment summaries are published, KeyPay will not automatically send employee notifications. You can choose to send the notifications at a time that suits you. Bulk notifications can be sent by clicking one button “Send Notifications” from the Payment Summaries screen:
Alternatively, you can send a notification to an individual employee by clicking on Actions > Send notification, to the right of the employee’s payment summary line:
Confused about where to start with EOFY? Check out our EOFY Resource Guide.