Forum Discussion

LG1's avatar
LG1
Contributing User
9 days ago

Employee Transfer

Hi There, I need to transfer an employee from one payroll to another. Just wondering what steps I need to take to ensure I get everything correct with the ATO, etc.

 

IS there anything I am missing?

  1. complete their last payrun and take note of the leave entitlments.
  2. complete a termination with transfer as the reason.
  3. complete the EOFY process to notify the ATO they wont be paid any further from this employer. 
  4. make the employee inactive
  5. open the new payroll and create the employee, noting the original start so that long service leave calculates correctly.
  6. make an adjustment to leave entitlements, adding the balances noted above.

Am I missing anything? Is there an easier way to do?

 

Any advise would be greatly appreciated.

 

Thanks LG.

  • Earl_HD's avatar
    Earl_HD
    9 days ago

    Hi LG1,

    Yes, your steps for transferring an employee from one payroll to another are correct. You have covered all the necessary steps. There isn't an easier way to do this, as each step ensures compliance with Australian Tax Office (ATO) requirements and accurate record-keeping.

    Regards,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    9 days ago

    Hi LG1,

    Yes, your steps for transferring an employee from one payroll to another are correct. You have covered all the necessary steps. There isn't an easier way to do this, as each step ensures compliance with Australian Tax Office (ATO) requirements and accurate record-keeping.

    Regards,
    Earl