Personal

Choose the title of the employee.

This is a mandatory field, and additional titles or changes can be made to the drop-down list by an authorized user.

The employee's Surname, First, Middle and Other Names are displayed and maintained.

The first and middle names are shown on the Payment Summary and information sent to the ATO.

A different name for the employee such as an alias or a short version of the employee's name is recorded (e.g. Will for William).

• This name will be shown on the Preceda SelfService Welcome page once the employee has signed on to ESS.
• The Preferred Name will default to First Name if the field is left blank but can be overridden with English characters.

 

This field is populated with the first character of the First Name and the Middle Name, respectively.

The name entered in this field will be displayed in reports instead of the Name and Surname.

• If this is left blank, the employee's Surname and Initials will be used instead. Preceda automatically determines the initials using the first character of the first and middle names when the employee is hired.
• If any of the employee's name changes, make sure that the Report Name is also changed.

 

Choose the employee's gender.

Code	Description
M	Male
F	Female
X	Indeterminate / Intersex / Unspecified

 

The employee's marital status can be recorded but is not required.

The employee's date of birth is an optional field.

The date of birth calculates the age of the employee, and is also displayed on the Significant Dates window.

This field must be entered with a date format acceptable to the ATO.

• The date is given in the dd/mm/ccyy format. If only the year is entered, the century details are added based on a date range of 1925 to 2024.
  Example:
  If 22 is entered, this defaults to 2022.
  If 26 is entered, this defaults to 1926.
  If the century is entered as part of the date, it will be accepted.

 

Enter the employee's place of birth.

Choose from the drop-down the country where the employee was born.

Choose from the drop-down the nationality of the employee.

Tick this box if the employee is an indigenous Australian.

Choose from the drop-down the employee's language.

The employee's address details are recorded in this field.

When specifying a postcode, this field is linked to the state entered and validated to ensure that it is within the Specified Range for the state selected.

Overseas Addresses 

For employees who have an overseas address, the ATO have strict requirements when reporting on the PSARXXXX file at year end.

For overseas addresses, the street address must be provided in the first and second address lines. The Town, State or Region and Area Code must be reported in the Suburb, Town or Locality field. The Postcode field must be 9999 and the State field must have a value of OTH.

• If the Postcode field is set to 9999 and the State field is set to OTH, the Country Code field must also be set.

 

Enter the employee's city or suburb.

Choose from the drop-down the state or region of the residential address.

Enter the Postal code of the employee's address. This is a mandatory field.

Select the Country Code of the employee's country.

• If the Postcode field is set to 9999 and the State field is set to OTH, the Country Code field must also be set.

 

The employee's home and mobile phone details are recorded in this field.

Input the employee's facsimile number. The user can input a maximum of 15 characters for this field.

You may input the employee's other numbers in these fields.

Input the employee's valid work email address.

Input the employee's personal email address.