Now that your Microkeeper account is set up, it's time to add your employees. This step is crucial for creating a digital representation of your workforce.
Sometimes, adding employees one by one is the best approach. Here's how to do it:
Navigate to Menu>Settings>Employees
Click the Add employee button
Now, you'll see the Add employee/user Form. Here's what you need to know:
Given name and Surname: this isn’t just for formality, accurate names are crucial for Single Touch Payroll (STP) compliance. Make sure you’re using official details here.
Employee username: Microkeeper will suggest one, but feel free to change it. Remember, this is what your employee will use to log in, so make it something they’ll remember. Pro tip: once set, this can’t be changed, so choose wisely.
Email and mobile number: we need at least one of these to send login credentials. Don’t worry if you don’t have both - you can always update later.
Send credentials: choose whether to send login info via SMS, email, or both. If you’re adding a bunch of employees at once, you might want to hold off on this for now and do a bulk send later.
Remember, Microkeeper is an all-in-one platform. Your employees will have the ability to add their own employment details like Tax File Number and superannuation information. If you’re not using our payroll module, you can ignore these for now.
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