استرالیا

مهم

Odoo is currently in the process of becoming compliant with STP Phase 2 and SuperStream. An announcement will be made as soon as companies can use Odoo for payroll as a one-stop platform.

Setting up employees

Employee settings

Create an employee by going to Employees ↤ New. Go to the Settings tab, and configure the Australian Payroll section, for example checking if they are Non-resident, if they benefit from the Tax-free Threshold, their TFN Status, Employee Type, etc.

Employee private information

In addition, some personal employee information is required for payroll compliance with Single Touch Payroll, and to process superannuation payments. Open the employee's Private Information tab and fill in the following fields:

• Private Address

• Private Email

• Private Phone

• Date of Birth

توجه

Odoo will remind you to complete the required data at different stages of the process.

Super accounts and funds

You can add the superannuation details of new employees under the employee's Super Accounts tab. Click Add a line and make sure to include the Member Since date, Member Number, and Super Fund.

نکته

Use the Proportion field if an employee's contributions should sent to multiple funds at a time.

To create a new Super Fund, start typing its name and click Create and edit.... Fill in its:

• Address

• ABN

• Type (APRA / SMSF)

• unique identifier (USI for APRA, ESA for SMSF)

• (for SMFS only) Bank Account

نکته

Manage all super accounts and funds by going to Payroll ↤ Configuration ↤ Super Funds or Super Accounts.

مهم

Odoo در حال حاضر در فرآیند تطابق با SuperStream قرار دارد.

قراردادها

پس از ایجاد کارمند، قرارداد استخدامی او را با کلیک روی دکمهٔ هوشمند Contracts یا با رفتن به Employees ↤ Employees ↤ Contracts ایجاد کنید.

توجه

در هر زمان فقط یک قرارداد می‌تواند برای هر کارمند فعال باشد. با این حال، می‌توان به یک کارمند در طول دوره اشتغالش قراردادهای متوالی اختصاص داد.

ایجاد قرارداد استخدامی: گام‌های پیشنهادی

۱. اطلاعات پایه قراردادی

• Contract Start Date و Working Schedule (ثابت یا انعطاف‌پذیر برای کارگران موقت) را انتخاب کنید.

• Salary Structure Type را روی Australian Employee نگه دارید. این ساختار همهٔ جدول‌های مالیاتی ATO را پوشش می‌دهد.

• (در صورت استفاده از اپلیکیشن حضور و غیاب یا برنامه‌ریزی) Work Entry Source را انتخاب کنید تا نحوهٔ محاسبهٔ ساعات و روزهای کاری در فیش حقوقی کارمند مشخص شود.

  • Working Schedule: ورودی‌های کاری به‌صورت خودکار بر اساس برنامهٔ کاری کارمند و از تاریخ شروع قرارداد ایجاد می‌شوند.

    Example

    یک کارمند هفته‌ای ۳۸ ساعت کار می‌کند، قراردادش از ۰۱/۰۱ آغاز می‌شود، تاریخ امروز ۱۶/۰۱ است و کاربر یک دور پرداخت از ۱۴/۰۱ تا ۲۰/۰۱ تولید می‌کند. در صورت عدم استفاده از مرخصی بدون حقوق، ساعات کاری روی فیش حقوقی به‌صورت خودکار ۳۸ ساعت (۵ * ۷.۳۶ ساعت) محاسبه خواهد شد.

  • Attendances: برنامهٔ کاری نادیده گرفته می‌شود و ورودی‌های کاری فقط پس از ثبت ورود و خروج در اپلیکیشن حضور و غیاب ایجاد می‌شوند. توجه کنید که حضور و غیاب را می‌توان وارد کرد.

  • Planning: برنامهٔ کاری نادیده گرفته می‌شود و ورودی‌های کاری از شیفت‌های برنامه‌ریزی‌شده در اپلیکیشن برنامه‌ریزی تولید می‌شوند.

  مهم

  تایم‌شیت‌ها در Odoo تأثیری بر ورودی‌های کاری ندارند. اگر نیاز به وارد کردن تایم‌شیت‌ها در Odoo دارید، آن‌ها را به‌جای آن از طریق Payroll ↤ Work Entries ↤ Work Entries وارد کنید.

۲. تب اطلاعات حقوق

• Wage Type: برای کارمندان تمام‌وقت و نیمه‌وقت Fixed Wage و برای کارگران موقت Hourly Wage را انتخاب کنید. مورد دوم به شما اجازه می‌دهد درصدی برای Casual Loading اضافه کنید.

  توجه

  برای کارگران ساعتی، فیلد Hourly Wage نباید شامل بار موقتی (casual loading) باشد.

• Schedule Pay: در استرالیا، فقط فرکانس‌های دور پرداخت زیر پذیرفته می‌شوند: Daily، Weekly، Bi-weekly (یا دو‌هفته‌ای)، Monthly و Quarterly.

• Wage /period: بر اساس فرکانس پرداخت، دستمزدی به قرارداد اختصاص دهید. روی فیش‌های حقوقی، نرخ‌های سالانه و ساعتی متناظر به‌صورت خودکار محاسبه خواهند شد.

۳. تب استرالیا

• General

  • در صورت ارتباط، Regular Pay Day را اضافه کنید.

  • اگر می‌خواهید مبالغ کسر PAYG را به‌جای بخش W2، در بخش W3 از BAS اضافه کنید، Report in BAS - W3 را فعال کنید (برای اطلاعات بیشتر به صفحهٔ وب ATO دربارهٔ کسر PAYG مراجعه کنید).

• Leave loading / workplace giving

  • تعریف کنید که آیا کارمندان شما Eligible for Leave Loading هستند یا خیر.

  • مبلغ Workplace Giving Employee را در ازای کسورات تعیین کنید.

  • مبلغ Salary Sacrificed Workplace Giving را تعیین کنید (مثلاً دریافت یک مزایا به‌جای یک کسر).

• Super contributions

  • Extra Negotiated Super % را علاوه بر super guarantee اضافه کنید.

  • Extra Compulsory Super % را مطابق با توافقات صنعتی یا تعهدات جوایز اضافه کنید.

• Salary sacrifice

  • Salary Sacrifice Superannuation به کارمندان اجازه می‌دهد بخشی از حقوق خود را به نفع کمک‌های بازنشستگی قابل گزارش کارفرما (RESC) فدا کنند.

  • Salary Sacrifice Other Benefits به آن‌ها اجازه می‌دهد بخشی از حقوق خود را برای شکل دیگری از مزایا فدا کنند (برای اطلاعات بیشتر به صفحهٔ وب ATO دربارهٔ فدا کردن حقوق برای کارمندان مراجعه کنید).

    توجه

    از Odoo 18، فدا کردن حقوق برای سایر مزایا در حال حاضر بر گزارش‌دهی مالیات مزایای جانبی (FBT) تأثیری ندارد.

۴. ضمائم حقوق

اگر کارمند قرار است در هر دور پرداخت، پرداخت‌های تکراری اضافی دریافت کند، چه به‌صورت نامحدود و چه برای تعداد مشخصی از دوره‌ها، روی دکمهٔ هوشمند Salary Attachments در قرارداد کلیک کنید. یک Type و یک Description انتخاب کنید.

توجه

Around 32 recurring salary attachment types exist for Australia. These are mostly related to allowances and child support. Contact us for more information as to whether allowances from your industry can be covered.

5. Run the contract

Once all the information has been completed, change the contract stage from New to Running.

Prepare pay runs

Regular

Pay runs are created by going to Payroll ↤ Payslips ↤ Batches. After clicking New, enter a Batch Name, select a Period, and click Generate Payslips.

Employees on a pay run can be filtered down by Department and Job Position. There is no limit to the amount of payslips that can be created in one batch. After clicking Generate, one payslip is created per employee in the Waiting stage, in which they can be reviewed and amended before validation.

On the payslip form view, there are two types of inputs:

• Worked days are computed based on the work entry source set on the employee's contract. Work entries can be configured according to different types: attendance, overtime, Saturday rate, Sunday rate, public holiday rate, etc.

• Other inputs are individual payments or amounts of different types (allowances, lump sums, deductions, termination payments, leaves, etc.) that have little to do with the hours worked during the current pay period. The previously configured salary attachments are simply recurring other inputs attached to a contract.

Under the Salary Computation tab, Odoo automatically computes payslip rules based on employees, contracts, worked hours, other input types, and salary attachments.

The salary structure Australian Employee has 35 payslip rules that automatically compute and dynamically display according to the payslip inputs.

Example

The following rules apply for that pay period in the above example:

• Basic Salary: pre-sacrifice gross salary

• Ordinary Time Earnings: amount to which the super guarantee percentage needs to be applied

• Salary Sacrifice Total: includes the $150 sacrificed to superannuation

• Taxable Allowance Payments: includes the $10 allowance (cents per KM in this case)

• Taxable Salary: gross salary amount minus non-taxable amounts

• Salary Withholding and Total Withholding: amounts to be withheld from the taxable salary

• Net Salary: the employee's net wage

• Concessional Super Contribution: in this scenario, the amount sacrificed to superannuation, payable to the employee's super fund in addition to the super guarantee

• Super Guarantee: as of 01 July 2024, it is computed as 11.5% of the ordinary time earnings amount

توجه

As of Odoo 18, the most recent tax schedule rates (2024-2025) have been updated for all salary rules and computations.

Out-of-cycle

In Australia, payslips created without a batch are considered to be out-of-cycle runs. Create them by going to Payroll ↤ Payslips ↤ Individual Payslips. The same payslip rules apply, but the way these payslips are submitted to the ATO in the frame of Single Touch Payroll (STP) is slightly different.

مهم

As of Odoo 18, adding an out-of-cycle payslip to an existing batch is not recommended.

Finalise pay runs

Validate payslips

Once all payslip data is deemed correct, click Create Draft Entry on the payslip batch. This can also be done payslip by payslip for control reasons.

This has several impacts:

• Marking the batch and its payslips as Done.

• Creating a draft accounting entry per payslip or one entry for the whole batch, depending on your payroll settings. At this stage, accountants can post entries to affect the balance sheet, P&L report, and BAS report.

• Preparing the STP submission (or payroll data to be filed to the ATO as part of STP compliance). This needs to be performed by the STP Responsible user, defined under Payroll ↤ Configuration ↤ Settings.

• Preparing super contribution lines as part of SuperStream compliance. This needs to be done by the HR Super Send user selected under Payroll ↤ Configuration ↤ Settings.

Submit payroll data to the ATO

مهم

Odoo is currently in the process of becoming compliant with STP Phase 2, and this step described above does not submit data yet to the ATO.

As per ATO requirements, STP submission for a pay run needs to be done on or before the payday. For this reason, submit your STP data to the ATO first before proceeding with payment. To do so, click Submit to ATO on the payslip batch.

On the STP record for this pay run, a few useful information is displayed:

• a warning message if important information is missing,

• an automatically generated activity for the STP responsible user, and

• a summary of payslips contained in this pay run, auditable from this view.

Once the STP record is ready to go, click Submit to ATO, then read and accept the related terms and conditions.

Pay employees

Once the ATO submission is complete, you can proceed to pay your employees. To facilitate the payment matching process, remember to post the payslip-related journal entries prior to validating a payment.

Although you may decide to pay your employees individually, we recommend creating a batch payment from your payslip batch. To do so, click Pay on the payslip batch, and select ABA Credit Transfer as the Payment Method.

This has two impacts:

• Marking the batch and its payslips as Paid.

• Creating a Payment Batch linked to the payslip batch.

When receiving the bank statement in Odoo, you can now match the statement line with the batch payment in one click. The payment is not reconciled against the payslip batch, and all individual payslips.

Impact on accounting

Depending on the employee and contract configuration, the journal entry linked to a payslip will be more or less exhaustive.

Example

For instance, here is the journal entry generated by the employee Marcus Cook configured above.

Once posted, predefined accounts will impact the company's balance sheet (PAYGW, wages, and superannuation liabilities) and profit & loss report (wages and superannuation expenses). In addition, the employee's gross wage and PAYG withholding will update the BAS report for the relevant period (see Tax Grid: W1 and W2). Accounts can be adjusted to the company's chart of accounts.

Other payroll flows

Paying super contributions

مهم

Odoo has a partnership with a clearing house to process both superannuation payments and data to the right funds in one click, via direct debit. Odoo is currently in the process of becoming compliant with SuperStream, and an announcement will be made as soon as superannuation contributions can be processed via Odoo's payroll solution.

Once a quarter (or more frequently, in preparation for Payday Super), you have to process superannuation payments to your employees' super funds. To do so, go to Payroll ↤ Reporting ↤ Super Contributions.

When ready to pay, add the Bank Journal that will be used to pay the super from, then click Lock to prevent the contributions from subsequent payslips from being added to that file. Instead, a new Super file will be created.

Once the payment has been processed, it can be traced back to the Super file and matched with a bank statement.

Terminating employees

Employees can be terminated by going to Payroll ↤ Reporting ↤ Terminate Employee.

The following fields must be completed:

• Contract End Date: once the termination is validated, this date will be added to the contract automatically, and mark the contract as Expired when the date has been reached.

• Cessation Type Code: a mandatory field for the ATO's STP reporting.

• Termination Type: the type of redundancy (genuine or non-genuine) affects the computation of unused annual and long service leave withholding.

The balance of unused annual leaves and long service leaves is displayed for reference.

Confirming the termination creates an out-of-cycle payslip with the tag final pay. It computes the worked days until the contract end date, in addition to the employee's unused annual and long service leave entitlements.

Odoo automatically computes unused leave entitlements based on the employee's current hourly rate leave loading (for annual leaves only), and the remaining leave balance. However, these amounts can be manually edited in the Other Inputs table if necessary.

Employment Termination Payments (ETP) can also be added to the Other Inputs table. Odoo has a comprehensive list of excluded and non-excluded ETPs for companies to select from.

توجه

Withholding for unused leaves and ETPs is computed according to the ATO's Schedule 7 and Schedule 11 and updated as of 01 July 2024.

نکته

Once an employee has been terminated and the last detailed of their employment resolved, you can archive the employee by clicking the (Actions) icon, then Archive on the employee's form view.

Switching from another STP software to Odoo

When switching from another STP-enabled software to Odoo, you might need to maintain the continuity in the YTD values of your employees. Odoo allows importing employees' YTD values by going to Payroll ↤ Configuration ↤ Settings and clicking Import YTD Balances.

For the ATO to recognize the employee records of your previous software and keep a continuity in Odoo, you must enter the:

• Previous BMS ID (one per database)

• Previous Payroll ID (one per employee)

Ask your previous software provider if you cannot find its BMS ID or your employees' payroll IDs.

این به شما این فرصت را می‌دهد تا مانده‌های افتتاحیه YTD کارمندان خود را در سال مالی جاری اضافه کنید. ATO انواع مختلفی از YTD را گزارش می‌دهد. این موارد توسط ۱۳ Salary Rules زیر در Odoo نمایش داده می‌شوند.

Example

فرض کنید کارمند Marcus Cook در تاریخ ۱ سپتامبر از یک نرم‌افزار دیگر دارای قابلیت STP منتقل شده است. Marcus دو فیش حقوقی ماهانه در نرم‌افزار قبلی خود دریافت کرده است (برای جولای و آگوست). در اینجا مانده‌های YTD که شرکت Marcus باید به Odoo منتقل کند، آورده شده است:

دسته YTD	مانده YTD برای انتقال
ناخالص (حضور عادی)	$13,045.45
ناخالص (اضافه‌کاری)	$1,000
مرخصی با حقوق	$954.55
کمک‌هزینه شست‌وشو	$200
کل کسورات	$2,956
Super Guarantee	$1,610

اگر برخی از مانده‌های YTD نیاز به گزارش با جزئیات بیشتر به ATO دارند، می‌توانید از ورودی‌های قانون حقوق استفاده کنید.

Example

به‌عنوان مثال، قانون Basic Salary می‌تواند شامل شش ورودی باشد و سه مورد در مثال ما ضروری است: مبالغ ناخالص عادی، اضافه‌کاری و مرخصی‌های با حقوق. همه این موارد از نظر مبالغ YTD به‌صورت متفاوت گزارش می‌شوند.

مانده‌های افتتاحیه نهایی شده YTD برای Marcus Cook به‌صورت زیر است.

در نتیجه، محاسبات YTD در فیش‌های حقوقی بر اساس مانده‌های افتتاحیه کارمند انجام می‌شود به جای اینکه از صفر شروع شود.

نهایی‌سازی STP

مهم

Odoo در حال حاضر در فرآیند انطباق با STP Phase 2 است و جریان‌های نهایی‌سازی توضیح داده شده در زیر هنوز داده‌ها را به ATO ارسال نمی‌کنند.

نهایی‌سازی EOFY

کارفرمایانی که از طریق STP گزارش می‌دهند باید تا ۱۴ ژوئیه هر سال اظهارنامه نهایی‌سازی را ارائه دهند. برای این کار، به Payroll ↤ Reporting ↤ STP Finalisation بروید.

هم کارمندان فعال و هم کارمندان خاتمه‌یافته برای نهایی‌سازی نمایش داده می‌شوند.

از نمای فرم نهایی‌سازی، می‌توانید با ممیزی نهایی همه فیش‌های حقوقی کارمندان در طول سال مالی مربوطه ادامه دهید. وقتی آماده شد، روی Submit to ATO کلیک کنید. وقتی اظهارنامه نهایی‌سازی را ارائه دادید، کارمندان وضعیت اطلاعات پرداخت خود را در صورت درآمد آنلاین خود پس از پایان سال مالی به Tax ready تغییر یافته خواهند دید.

نهایی‌سازی فردی

Odoo همچنین به شما اجازه می‌دهد کارمندان را به صورت فردی در طول سال نهایی کنید. این می‌تواند زمانی مفید باشد که:

• پرداخت‌های یک‌باره پس از اولین نهایی‌سازی انجام می‌شوند؛ و

• نهایی‌سازی پس از خاتمه استخدام در طول سال.

برای ادامه با یک نهایی‌سازی فردی، به Payroll ↤ Reporting ↤ STP Finalisation بروید، چک‌باکس EOFY Declaration را بدون تیک رها کنید و کارمندان مورد نظر برای نهایی‌سازی را به‌صورت دستی اضافه کنید.

حتی اگر یک رکورد کارمند را در میانه سال مالی نهایی کنید، ATO اطلاعات را تا پایان سال مالی در اظهارنامه مالیاتی کارمند پیش‌پر نخواهد کرد.

تعدیلات

مهم

Odoo در حال حاضر در فرآیند انطباق با STP Phase 2 است و جریان‌های تعدیل توضیح داده شده در زیر هنوز داده‌ها را به ATO ارسال نمی‌کنند.

اصلاح نهایی‌سازی

اگر نیاز دارید مبالغ YTD را برای یک کارمند پس از ارائه اظهارنامه نهایی‌سازی اصلاح کنید، هنوز امکان حذف نشانگر نهایی‌سازی برای آن کارمند وجود دارد. برای این کار، به Payroll ↤ Reporting ↤ STP Finalisation بروید، کارمند را انتخاب کنید و چک‌باکس Finalisation را بدون تیک رها کنید.

وقتی آماده شد، روی Submit to ATO کلیک کنید تا به‌روزرسانی نهایی‌سازی را به ATO ارسال کنید.

وقتی جزئیات صحیح YTD برای آن کارمند پس از اصلاح آماده شد، آن کارمند را دوباره نهایی کنید.

توجه

ATO از کارفرمایان انتظار دارد که خطاها را ظرف ۱۴ روز از شناسایی اصلاح کنند یا اگر چرخه پرداخت شما بیشتر از ۱۴ روز است (مثلاً ماهانه)، تا تاریخی که موظف به ارائه رویداد پرداخت منظم بعدی هستید. اصلاحات نهایی‌سازی را می‌توان از طریق STP تا پنج سال پس از پایان سال مالی انجام داد.

نهایی‌سازی و اصلاح نهایی‌سازی برای یک کارمند منفرد همچنین می‌تواند هنگام استخدام مجدد یک کارمند در همان سال مالی مفید باشد.

جایگزینی‌های کامل فایل

یک کارفرما می‌تواند جایگزینی‌های کامل فایل برای دوره‌های پرداخت انجام دهد تا آخرین ارسال به ATO را در صورت داشتن داده‌های نادرست قابل توجه جایگزین کند.

برای این کار، آخرین ارسال STP را باز کنید و روی Replace File کلیک کنید. سپس، با تیک زدن چک‌باکس Reset Payslip انتخاب کنید کدام فیش‌های حقوقی نیاز به ریست شدن دارند.

ریست کردن فیش‌های حقوقی فیش‌های جدید یا دوره پرداخت جدید ایجاد نمی‌کند، بلکه:

• دسته فیش‌های حقوقی از Paid یا Done به Confirmed ریست می‌شود.

• وضعیت فیش‌های حقوقی ریست‌شده به Draft بازمی‌گردد.

• فیش‌های حقوقی صحیح پرداخت‌شده باقی می‌مانند و در برابر پرداخت اصلی تطبیق داده می‌شوند.

• یک ارسال STP جدید برای جایگزینی ارسال قبلی ایجاد می‌شود. برای اهداف قابلیت ردیابی، ارسال STP قبلی حذف نمی‌شود بلکه به‌عنوان جایگزین‌شده علامت‌گذاری می‌شود.

ابتدا، فیش‌های حقوقی ریست‌شده را اصلاح کنید و ورودی پیش‌نویس آن‌ها را ایجاد کنید. پس از انجام، Submit to ATO دوباره روی دسته فیش حقوقی ظاهر می‌شود تا جایگزینی کامل فایل را پردازش کند.

When ready, submit the pay run to the ATO once again. Please note that full file replacements are only meant as a last resort to amend a substantial amount of erroneous data. When possible, the ATO recommends correcting an incorrect payslips by submitting a correction as part of the next pay run or via update event.

Moreover, it is not possible to submit a second full file replacement of the same submission, and a full file replacement can only be done once every 24 hours.

Zero out YTD values

In case of a mid-year change of several key identifiers, YTD values need to be zeroed out, and then re-posted with the updated key identifier.

For the following company identifiers, all employees need to be zeroed out:

• ABN

• Branch Code

• BMS ID

For the following employee identifiers, only individual employees can be zeroed out:

• TFN

• Payroll ID

1. Before updating any key identifiers, create a new STP submission by going to Payroll ↤ Reporting ↤ Single Touch Payroll and:

   • Change the Submission Type to Update.

   • Tick the Zero Out YTD checkbox.

   • Click Add a line to specify which employees.

   • Click Submit to ATO.

   

2. Once that is done, modify the key identifier(s) to amend.

3. Finally, go back to Payroll ↤ Reporting ↤ Single Touch Payroll to create and submit a new Update, this time without ticking the Zero Out YTD checkbox. This will notify the ATO that the previously recorded YTD balances are to be adjusted to the new key identifiers.

Payroll links to other apps

مرخصی

The Time Off app is natively integrated with the Payroll app in Odoo. Different types of leaves will populate payslips based on the concept of work entries.

Go to Time Off ↤ Configuration ↤ Time Off Types, and for each type, configure the following two fields under the Payroll section:

• Work Entry Type: defines which work entry should be selected on the Worked Days table of the payslip.

• Unused Leave Type: choose between Annual, Long Service, or Personal Leave. If Personal Leave is selected, the remaining leave balance for this time off type will not show up as an entitlement at the time of termination. Unused leaves of the type Annual will include leave loading if the employee is eligible for it.

مخارج

The Expenses app is also natively integrated with the Payroll app in Odoo. First of all, go to Expenses ↤ Configuration ↤ Settings and enable Reimburse in Payslip.

When an employee on your payroll submits an approved expense to be reimbursed, you can reimburse them using two ways:

• If the expense is to be reimbursed outside of a pay run, click Post Journal Entries. The payment must be made manually.

• If the expense is to be reimbursed as part of the next pay run, click Report in Next Payslip instead.

After an expense has been added to the next payslip, you can find it in the Other Inputs table. This input type is then computed as an addition to the net salary.

After paying the employee, the payslip's journal item related to the employee's reimbursement is automatically matched against the expense's vendor bill.

Advanced configurations

Other input types

You can access other input types by going to Payroll ↤ Configuration ↤ Other Input Types. There are 63 other input types related to Australia. We do not recommend using the other ones as part of your payroll solution, since they cannot be used in the frame of STP. You can archive or delete them.

On each input type, the following fields are important:

• Payment Type classifies input types in six categories:

  1. Allowance: a separate amount you pay to your employees in addition to salary and wages. Some of these allowances are mandated by modern awards: laundry, transport, etc.

     مهم

     Contact us if you plan to use allowances subject to varied rates of withholding (such as cents per KM or travel allowances) to see whether Odoo currently covers your business case.

     توجه

     • As of Odoo 18, some allowances such as Laundry: Allowance for approved uniforms are managed by two other inputs: one to lodge the amount paid up to the ATO limit, and the other one to lodge the amount exceeding the ATO limit. This is necessary for Odoo to compute PAYGW correctly.

     • Some businesses may require to shift the reporting of an allowance from OTE to Salary & Wages depending on the employee. In this case, you must duplicate and re-configure an existing other input type. For example, Work-Related Non-Expense allowance is OTE by default.

  2. Deduction: union fees and child support deductions are considered deductions.

  3. ETP: employment termination payments. These are either considered excluded or non-excluded (see ATO's web page on ETP components taxation).

  4. Leave: leave-related other inputs that are not pertaining to a single pay period (lump sum, cashing out leaves while in service, unused leaves, etc.).

  5. Lump Sum: return to work and lump sum E (for back payments) fall under this category.

  6. Other: other payments with their own specific logic.

• PAYGW Treatment affects how Odoo withholds tax for this input type: Regular, No PAYG Withholding, and Excess Only (for allowances).

• Superannuation Treatment: OTE, Salary & Wages, and Not Salary & Wages.

• STP Code: only visible in developer mode, this field tells Odoo how to report the gross value of this payment to the ATO. We do not recommend changing the value of this field if it was already set by default.

Grouping other input types by Payment Type can help you understand the different scenarios in which these inputs can be used.

Work entry types

A work entry type is a type of attendance for employees (e.g., attendance, paid leave, overtime, etc.). A few work entry types are created by default in every Australian database.

Before using Odoo's payroll solution for Australia, it is recommended you trim work entry types to keep the ones you need only by going to Payroll ↤ Configuration ↤ Work Entry Types

For each type, make sure to configure the following fields for Australia:

• Is OTE: determines whether time spent in this category can be considered ordinary time earnings, meaning that the superannuation guarantee rate will apply (e.g., regular attendance, paid leave, etc.).

• Penalty Rate: used to determine the percentage of penalty that applies to time spent in this category. It is important that you configure the penalty rate that applies in your state or industry according to the type of work (e.g., Saturday rate, Sunday rate, overtime rate, etc.).

• STP Code: only visible in developer mode, this field tells Odoo how to report the time spent in this category to the ATO. We do not recommend changing the value of this field if it was already set by default.

Current limitations

As of Odoo 18, we do not recommend companies to use the Payroll app for the following business flows:

• Income stream types: Foreign Employment Income

• Tax treatment category: actors & performers

• Death benefits reporting

• Reporting obligations for WPN (instead of ABN)

• Allowances subject to a varied rate of withholding (such as cents per kilometer allowance and travel allowances)

Contact us if you would like to make sure whether Odoo fits your payroll requirements in Australia.

یکپارچه‌سازی Employment Hero

If your business is already up and running with Employment Hero, you can use the connector as an alternative payroll solution. The Employment Hero module synchronizes payslip accounting entries (e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo. Payroll administration is still done in Employment Hero; Odoo only records the journal entries.

پیکربندی

1. Install the Employment Hero Payroll module (l10n_employment_hero).

2. Configure the Employment Hero API by going to Accounting ↤ Configuration ↤ Settings. More fields become visible after ticking the Enable Employment Hero Integration checkbox.

   

   • Find the API Key in the My Account section of the Employment Hero platform.

     

   • The Payroll URL is pre-filled with https://keypay.yourpayroll.com.au.

     هشدار

     Do not change the pre-filled Payroll URL.

   • Find the Business Id in the Employment Hero URL (e.g., 189241).

     

   • Select any Odoo journal as the Payroll Journal to post the payslip entries.

3. Configure the tax by going to Accounting ↤ Configuration ↤ Taxes. Create the necessary taxes for the Employment Hero payslip entries. Fill in the tax code from Employment Hero in the Matching Employment Hero Tax field.

The API explained

The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve the same record in Employment Hero and Odoo.

By default, the synchronization happens once per week. It is possible to fetch the records manually by going to Accounting ↤ Configuration ↤ Settings and, in the Employment Hero, clicking Fetch Payruns Manually.

Employment Hero payslip entries also work based on double-entry bookkeeping. The accounts used by Employment Hero are defined in the Payroll settings section.

For the API to work, you must create the same accounts as the default accounts of your Employment Hero business (same name and same code) in Odoo. You also need to choose the correct account types in Odoo to generate accurate financial reports.