Accessing Staff Finance
Navigate to Staff from the main menu
Click on a staff member's name to open their profile
Select the Finance tab
Two-Factor Authentication (2FA)
Financial information is protected by Two-Factor Authentication. When accessing the Finance tab, you may be required to verify your identity.
Verifying Access
A verification modal will appear requesting an OTP (One-Time Password)
Enter the code sent to your registered email or phone
Click Verify to access the financial details
Resending the Code
If you didn't receive the verification code, click Resend to request a new one.
Financial Details
Once verified, you'll see the staff member's financial information:
Banking Information
Field | Description |
Account Number | Bank account number for salary payments |
BSB | Bank State Branch number |
Superannuation
Field | Description |
Superannuation Name | Name of the super fund |
Superannuation Member No | Member number for the super fund |
Tax Information
Field | Description |
Taxfile Number | The staff member's TFN |
Employment Details
Field | Description |
Employing Entity | The business entity employing the staff member |
Employee Code | Unique identifier for the employee |
Location | Assigned work location |
Primary Cost Centre | Main cost centre for reporting |
Additional Cost Centres | Secondary cost centres if applicable |
Employment Type | Type of employment arrangement |
Contract Type | The contract classification |
Job Title | The staff member's position |
Actual Weekly Hours/Days | Current working hours per week |
Full-Time Equivalent Weekly Hours/Days | FTE hours for calculations |
Maximum Daily Hours | Maximum hours allowed per day |
Editing Financial Details
Click the ⋯ (three dots) button in the top right corner of the Financial Details card
The edit modal will open with all editable fields
Update the required information
Click Save to apply your changes