Professional Documents
Culture Documents
for
RPL evidence
BSBFIM501A Manage Payroll
ThefollowingSamplePortfoliohasbeenconstructedtogivestudentssome
ideasonwhattoincludeinaportfolioofevidence.
Namesandidentifyingnumbershavebeenblockedoutforsecuritypurposes.
ThefirstdocumentisaTAFEnowdocumentoutliningwhatyoucouldprovide
asarecognitionpathwaybasedonyourindustryexperience.
IncludedinthisSampleare:
PositionDescription
Policy&ProcedureManualcreatedbythecandidateintheworkplace
Samplesofworkplacedocumentscreatedbythecandidate
Samplesofdocumentsfromthecomputerisedpayrollprogramme
ThirdpartyreportletterfromManageroftheorganisation
AnswerstoalistofsamplequestionsfromtheTAFEnowdocument
Candidate name
Student Sample
Organisation
Cool Fuels
Supervisor name
Antoine Boss
Elements
Contact No
Contact No
Evidence
Received
1. Copy of your:
(Please note you only need to submit these items once for the course. These items will be
used to establish the context of your workplace experience)
2.
3.
4.
ABC123A _2013_v01
Created: 20/02/13
Revised: 13/03/13
Page 1 of 3
Responses
support
evidence
provided by
candidate
(Office use
only)
1.
2.
3.
4.
5.
How do you ensure that the Payroll team have the capability
to manage a Payroll system?
6.
ABC123A _2013_v01
Created: 20/02/13
Revised: 13/03/13
Other
evidence
requiredplease specify
(Office use
only)
Page 2 of 3
Date
Date
ASSESSMENT RESULTS
Competent
All TAFE students are eligible to apply for Recognition of Prior Learning (RPL). For more information
go to
http://northcoast.tafensw.edu.au/studentservices/futurestudents/recognitionpriorlearning/Pages/default.as
px
If you have a permanent or temporary condition that may prevent you successfully completing the
recognition process you should immediately talk with your teacher about reasonable
adjustment. This is the adjustment of the way you are assessed for recognition to take into
account your condition and may include providing additional support. The assessment criteria
cannot be altered.
If you do not agree with the result given for your recognition, you may appeal the decision. You
should first discuss the result with your teacher. If you are not satisfied with the outcome of that
discussion you can access the appeal process through the administration staff in any TAFE campus
in NSW.
For more information on assessment, refer to Every Student's Guide to Assessment in TAFE
NSW which is available on the TAFE internet site at:
https://www.tafensw.edu.au/courses/assessment/assets/pdf/assessment_guide.pdf
ABC123A _2013_v01
Created: 20/02/13
Revised: 13/03/13
Page 3 of 3
COOL FUELS
Position Description: Payroll Manager
Payroll Manager Job Purpose: Pays employees and compiles payroll information by managing payroll
preparation; completing reports; maintaining records.
Payroll Manager Job Duties:
Maintains payroll information by designing systems; directing the collection, calculation, and entering of
data.
Updates payroll records by reviewing and approving changes in exemptions, insurance coverage, savings
deductions, and job titles, and department/ division transfers.
Pays employees by directing the production and issuance of electronic transfers to bank accounts.
Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages.
Determines payroll liabilities by approving the calculation of employee federal and state income and social
security taxes, and employer's social security, unemployment, and workers compensation payments.
Complies with federal, state, and local legal requirements by studying existing and new legislation;
enforcing adherence to requirements; advising management on needed actions.
Maintains employee confidence and protects payroll operations by keeping information confidential.
Maintains payroll staff job results by counselling and disciplining employees; planning, monitoring, and
appraising job results.
Cool Fuels
Table of Contents
Payroll Procedures .................................................................................................................................. 1
Timesheets .......................................................................................................................................... 1
Payslips................................................................................................................................................ 1
Leave ................................................................................................................................................... 1
Annual leave.................................................................................................................................... 1
Personal Carers Leave ..................................................................................................................... 1
Superannuation .................................................................................................................................. 2
PAYG.................................................................................................................................................... 2
Accident Forms ................................................................................................................................... 2
Security of Confidential Files .............................................................................................................. 2
Payment Summaries ........................................................................................................................... 3
Payroll Tax ........................................................................................................................................... 3
REPORT OF JOB ACCIDENT: employees preliminary report of work-related injury to employer.......... 4
Legislation ............................................................................................................................................... 5
Australian Accounting Standards ........................................................................................................ 5
Fair Work Commission ........................................................................................................................ 6
http://www.fwc.gov.au/index.cfm ..................................................................................................... 6
Tax File Number declaration ............................................................................................................... 7
Payg Withholding Tax ......................................................................................................................... 8
Guide to Superannuation.................................................................................................................... 9
Workers Compensation .................................................................................................................... 10
Privacy Law Reform........................................................................................................................... 11
Payroll Procedures
Timesheets
Payweek is Monday to Sunday and Timesheets to be authorised and received by the Tuesday after
the payweek is completed. All pays will be processed and paid to employees electronically on
Thursday each week.
Employees are given access to Cool Fuels Employee portal. No pay can be processed without prior
Management approval. Should there be a timesheet that is not approved please contact the
appropriate Section Manager.
Payslips
Payslips are distributed electronically to all employees
Leave
Leave is applied for via the employee portal. This must be approved prior to processing by the
Section Manager. Leave is generally as follows:
Annual 4 weeks
Personal Carers 10 days
Compassionate 2 days consecutively at any one time
Annual leave
Booked annual leave will automatically calculate in the payrun. Employees may apply through their
Section Manager to be paid in advance or a continuation of pay as usual while on leave
1|Page
Superannuation
Superannuation Guarantee at 9% is paid Quarterly for each employee by the following dates:
These amounts will be lodged via the Medicare Superannuation Clearing House, as such, employees
must supply their Super Fund & Account Number within 14 days of receiving the Tax File Number
Declaration form.
Employees can elect to make further Salary Sacrifice contributions via an email to the Payroll
Department.
PAYG
Pay as you go will be deducted as per the current ATO tax tables this is automatic in MYOB.
However should an employee have a withholding variation or HELP debt this must be submitted
according to the company Induction pack through the correct forms.
Accident Forms
Should an employee have an accident whilst in the care of Cool Fuels please supply the attached
form for completion in case of a Workcover related claim. Procedures for claims are in the company
Intranet.
2|Page
Payment Summaries
Payment summaries are to be produced through MYOB. These are to be distributed to employees
of Cool Fuels within 2 weeks of the end of the financial year These are then either to be submitted
through the company on-line ATO portal or transferred to disc and sent to the ATO by 14th August .
This is company policy and ATO requirements.
Payroll Tax
Cool Fuels pays payroll tax under NSW regulations The threshold is $689,000 approx $58518 per
month. As such the following information must be reported and calculated as a lump sum on which
to pay 5.45%. The Managing Director will provide for the period:
Superannuation
Gross Salaries & Wages (including bonus reportable commissions, allowances, termination
pay)
3|Page
No. _________
4|Page
Legislation
Australian Accounting Standards
http://www.aasb.gov.au/Home.aspx
5|Page
6|Page
7|Page
8|Page
Guide to Superannuation
http://www.ato.gov.au/businesses/content.aspx?doc=/content/00249857.htm&page=13&H13
9|Page
Workers Compensation
http://www.workcover.nsw.gov.au/Pages/default.aspx
10 | P a g e
11 | P a g e
START
FINISH
START
FINISH
Signature
COOL FUELS
ACN 100 000 000
HOME ROAD
HOMETOWN NSW 2400
29 June 2012
Mr Ryan Talbot
Home Road
HOMETOWN NSW 2400
Dear Ryan
LETTER OF APPOINTMENT
I am pleased to advise you are now being employed as a Casual Retail Employee Level 3
under the General Retail Industry Award at our establishment effective 1 July 2012.
Your rates of pay and conditions will be as determined by the Transitional Arrangements
under the Award.
Currently the rate of pay for your position is:
Monday through Fridays (inclusive)
Saturdays
Sundays
Public Holidays
Yours sincerely
Antoine Boss
GENERAL MANAGER
COOL FUELS
ACN 100 000 000
HOME ROAD
HOMETOWN NSW 2400
3 February 2013
Mr Craig Name
Home Road
HOMETOWN NSW 2400
Dear Craig
As requested by you and approved by Antoine Boss, you have been granted nine (9)
days annual leave in advance of your accrual to be taken from 2 April 2013 to
15 April 2013.
In the event of your employment with our organisation being terminated for any reason
before you have worked enough time to accrue the leave granted in advance, you will
be required to repay the value of the balance of leave taken in advance to us.
Could you please authorise the firm to deduct this amount from your salary payments
paid prior to and/or on your termination by signing the declaration below and returning
the letter to me.
If you have any questions relating to this issue, please do not hesitate to contact me on
(02) 4997 0000.
Yours sincerely
Missy Pae
PAYROLL
COOL FUELS
Declaration
Should my employment terminate before the leave advanced to me has been fully
accrued, I Craig Name authorise that any monies owing may be deducted from salary
payments or termination payments made to me until the value of the balance
of leave in advance at the time of my termination is repaid to the firm in full.
Signed ..................................................................................................................................
Date......................................................................................................................................
COOL FUELS
ACN 100 000 000
HOME ROAD
HOMETOWN NSW 2400
3 February 2013
Mr Ryan Talbot
Home Road
HOMETOWN NSW 2400
Dear Ryan
Enclosed is your final payslip which details your final salary payments. The net amount
shown on the payslip was deposited into your account on 31 January 2013.
The final contribution to your superannuation fund will be made by the end of the
month after you left the firm. Please do not close this fund until after the contribution
has been paid.
If I can be of assistance with any questions you may have regarding this please contact
me on 02 4977 0000 or email payroll@coolfuels.com.au. If your postal address changes
in the future please advise me as your payment summary will be sent to the address we
currently have on record (as above).
As you may be aware, you were covered under the Cool Fuels Salary Continuance
insurance policy for the duration of your employment with us. Enclosed is information
on how to arrange continuation of this cover if you wish. You have 60 days from your
last date of employment with the firm to do this.
Best wishes for all your future endeavours.
Yours sincerely
Antoine Boss
GENERAL MANAGER
COOL FUELS
ACN 100 000 000
HOME ROAD
HOMETOWN NSW 2400
12 March 2013
XXXXXXXXXX Superannuation Fund
Dear Sir/Madam
We are attaching our cheque for SGC for our employees who are existing members of
your Fund.
Employee Name
Member No
TFN
Employee 1 name
100000000
Employee 2 name
100000001
Attached is our cheque for XXXX for SGC for XXXX 2013
Yours sincerely
COOL FUELS
Antoine Boss
Amount payable
COOL FUELS
ACN 100 000 000
HOME ROAD
HOMETOWN NSW 2400
8 March 2013
To whom it may concern
Missy Pae was employed as the Payroll Officer in 2011 with a small staff when I was
setting up a new business venture.
As the business has grown Missy has taken the initiative to source and implement a
computerised payroll system.
Her duties have included:
Inducting new employees
Ensuring all forms required by the ATO are completed and stored as required by
legislation
Calculating and maintaining records and processing payroll for all employees on a
weekly basis
Ensuring all payroll liabilities are reconciled and acquitted monthly and quarterly
Setting up an innovative and efficient payroll system and training new staff in
adhering to the system; continuing her professional development
Ensuring all documentation is adequately stored and backed up to address
privacy and confidentiality issues
I have identified the Elements for the unit Manage Payroll and would be happy to
support Missy in her application for Recognition of Prior Learning for this unit.
If you have any questions relating to this issue, please do not hesitate to contact me on
(02) 4997 0000.
Yours sincerely
Antoine Boss
General Manager
What is your role and what are your responsibilities in your current position?
I am currently employed to manage the Payroll of Cool Fuels (refer to the Position Description
for my job tasks)
2.
3.
Breaches of our code of conduct and/or unethical behaviour are handled by a warning letter
and counselling by the General Manager
4.
Each employee has a unique employee identifier generated by MYOB . As stated in the
Payroll Procedures all information is stored within locked cupboards, electronic files are
password protected and when working on the computer, the screen is password locked when
moving away from the desk.
5.
6.
Describe the process that you use to ensure control measures are in place?
All staff must sign in and out of their shifts and reflect a true record of actual hours based on
and matched against the weekly roster. The system is currently paper-based but we are
working towards an electronic sign in document that links back to the office. This is working
towards a continuous improvement process when considering expansion of the business.
The signed in times are entered into a spreadsheet for monitoring and checking before being
imported into the computerised accounting package.
Reconciliation of the payroll and banking is completed weekly to address any discrepancies.
Feedback from our employees and customers is retained and used for future development.