A payroll provider needs employee setup details, the applicable employment terms, approved hours or salary information, leave and changes affecting the pay run. Sensitive employee documents should be shared through an agreed process.
What this means in practice
Before the first run, confirm opening balances, pay categories, bank payment arrangements and reporting responsibilities. For each cycle, identify starters, leavers, rate changes and unusual payments. A consistent checklist helps prevent last-minute questions. Do not place tax file numbers or banking credentials in a general website enquiry.
Your next steps
- Confirm employment terms
- Provide approved timesheets
- Identify changes before the cutoff
- Use the agreed document channel
Get help with the next step
If this relates to your business, tell us about your current records and the task you need help with. We can explain our service scope and the information needed before work starts.
General information prepared on 26 September 2026. Rules and individual circumstances can change. Confirm the treatment that applies to you before acting.
Prepared by the Affordable Bookkeeper content team. Our services and practitioner arrangements.
