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OPC Pty Ltd Oopay User Manual
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OPC Pty Ltd Oopay User Manual
OPC Pty Ltd Oopay User Manual
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25/08/2023
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Dashboard
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How to view the dashboard
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Employee
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Add an Employee
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Add Employee Manually
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Export Employees
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View Employee File
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Manage Employee Bank Accounts
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Terminate Employees
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Reactivating an Employee
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Add Qualifications to Business and employees
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How to setup a recurring deduction for an employee
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How to set up a recurring deduction - salary sacrifice super
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How to update pay rates
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How to add other Pay Run Inclusion
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How to update the secondary location of an employee
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Leaves
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How to view leave request pushed from Employment Hero
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Create Leave Request
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Manage Leave Request - Approve, Decline, edit and Cancel
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Leave Calendar
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How to apply & remove an approved Leave to/from a Payrun
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Timesheets
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How to create Timesheets
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How to View timesheets in ooPay
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How to View,edit and delete timesheets
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How to approve Timesheets
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How to Enter Breaks in timesheets
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Compare Rostered Shifts to Timesheets when approving
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How to import Timesheets Into a Pay Run
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How to check the Photos taken
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Rostering
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Creating shifts
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Publishing & Unpublishing shifts
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Deleting, copying and editing shifts
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Rostering - Actions: Employee, Export & Print
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Rostering - Actions: Copy Shifts
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Rostering - Actions: Rosters Warnings
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Rostering - Actions: Create & apply Rosters Template
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Employee Roster Roles
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Expense Claims
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How to create Expense Claims
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Approving Expense Claims
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Workzone App (As Manager)
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How to download Workzone App and how to log in
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WorkZone: How to view Timesheets
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WorkZone: How manager can approve Timesheets
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WorkZone: How to view leave requests & approve them
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Workzone: How to view Rosters
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Workzone: How to view expense claim requests & approve them
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Workzone App (As an Employee)
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Workzone: How to download Workzone App and how to log in
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Workzone: How to file Leave Request
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Workzone: How to view assigned Rosters
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Workzone: How to view Timesheets
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Workzone: How to file expense claim requests
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Pay Run
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Create a New Pay Run & Finalise the Payrun
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Edit Pay Run
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Sending Pay Slip Notifications
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How to download the ABA file
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How to download payroll journal
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Fetch payroll - Manually fetch payroll journal in to Odoo from Keypay
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How to pay Workers Compensation
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How to pay workers compensation (Work Cover)
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Lump Sum Payments, Bonuses or Leave in Advance
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Process Lump Sum Payments, Bonuses or Leave in Advance
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Method A: Calculating withholding amounts on lump-sum payments using Method Alump-sum pay
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Method B: Calculating withholding amounts on lump sum payments using Method B(ii)
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Processing Bonus that does not require tax aggregation
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Paying Leave "in advance" using lump-sum payments
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Filter a Super Batch
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Automating Super Payments using Beam
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Filter a Super Batch
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Creating a Super Batch and Validation Process
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Payment Options
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Reporting on Super Batches
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Single Touch Payroll
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STP - How to create a Pay Event and Lodge
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STP: Processing finalisation events using the EOFY Wizard
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Business Settings
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Business Details
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Payment Files
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ATO Settings
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Payslip Settings
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Payroll Settings
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Pay Schedules
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Pay Categories
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Leave categories
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Deduction Categories
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How to Restore Deleted Items
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Chart of accounts - How to create Wages related G/L account and map it in Oopay Primary Accounts & Location Specific Accounts
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How to add new Locations and assign employees
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How to Add a new Leave Category
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How to Add a new Pay Category
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How to Add a new deduction category
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How to Add a new expense category
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Timesheets Settings
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Manage Users: Full Access(HR Admin) & Restricted Access(Manager)
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How to create Employee Group and assign it to a Manager then giving the Manager's access.
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Employee Portal & Workzone App Settings
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How to Grant & revoke employee access to Oopay Portal
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Rostering Settings
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How to customize Email Notification Templates
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How to Update Employees' Pay Rates in bulk
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How to add Roster Warning Rules
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Leave Allowance Templates
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Business Management Settings
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Manage Users
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Advanced Settings
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Advanced Settings
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Reports
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Reports Overview
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Payroll Reports
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Employee Reports
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ATO Reporting
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Live-view Report
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