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Employee details explained

The employee form is long because it holds everything E·BIZI Pay, SARS and your bank might need. Most of it is optional. This walks the sections in the order they appear.

The employees list for Acme Traders, showing the Current employees tab with the team listed and the Add employee and Remove controls

Identity​

First and last name are required. An ID number is not required to save a profile, but you want to add it. SARS uses it to identify the employee on their tax certificate. E·BIZI Pay checks the number as you type, so you fix a transposed pair of digits now rather than at year end.

Date of birth is there for people without an SA ID.

Leave management​

Leave manager is who approves this person's leave in the employee self-service portal. Leave it blank if you approve everything yourself. What that person sees is in approve leave.

Contacts​

Email address, phone number and WhatsApp number, plus Preferred contact channel.

The channel is required, and whichever one you choose makes its field required too. It also decides how payslips reach this person.

Banking​

All of this is required, because it is what the payment file is built from. Bank name, account type, account holder name and account number.

Choosing the bank fills in its universal branch code for you. Change it if this person's branch differs. The branch code is not one of the required fields.

The account holder name is who the account belongs to, which is not always the employee. Someone paid into a spouse's account is common enough.

See banking details.

Tax number​

The tax number is optional in E·BIZI Pay but needed before you can generate an EMP201. If the person does not have one, choose Get a tax number under the field. See tax numbers.

Employment​

Job title is required. Start date matters for a mid-month joiner, because pay is worked out from it.

Annual leave days sets how much leave this person accrues. Leave it at the default unless their contract says otherwise. What the law requires is in BCEA leave entitlements.

Monthly salary and salary calculation​

Salary type and gross amount. Gross is the figure before tax.

Address​

Optional for paying someone. Required for your SARS submissions.

Changing details later​

Open the person from the Employees list and edit. Changes to pay take effect in the open month; a month you have already confirmed is locked.