1

Introduction

BillMate Payroll is a built-in payroll module designed specifically for Australian small businesses and sole traders. It lets you pay your team accurately and on time — without spreadsheets or expensive payroll software.

What Payroll Does For You

  • PAYG Withholding — automatically calculated using the ATO 2025/26 tax withholding tables, including Tax-free Threshold, HELP/SFSS debt, and Medicare Levy adjustments.
  • Super Guarantee — 12% SGC automatically applied to Ordinary Time Earnings (OTE) for every eligible pay run.
  • Leave Accrual & Tracking — Annual Leave and Sick Leave balances calculated and updated each pay period.
  • Payslip Generation — professional PDF payslips with all ATO-required information, ready to download or email.
  • Pay Run History — full audit trail of every pay run, from draft to processed.
  • Getting Started Checklist — a step-by-step onboarding checklist that guides you through initial payroll setup, from adding your first employee to running your first pay run.
  • Smart Date Auto-fill — if you have previously completed a pay run, BillMate automatically fills in the next pay period dates based on your last run's frequency and dates.
  • Copy from Last Pay Run — pre-fill hours and allowances from your most recently processed pay run with a single click, saving time on repetitive data entry.

Plan Requirements

Payroll is available on the Team Plan and above. Upgrade your plan from Settings → Billing.

Coming Soon

  • Coming Soon  Single Touch Payroll (STP) Reporting — direct ATO lodgement via DSP registration (in progress).
  • Coming Soon  Super Payments — electronic super contributions to employee funds via OZEDI (SuperStream).
BillMate Payroll is designed for businesses with up to 20 employees. For larger teams, contact support to discuss your requirements.
2

Adding Employees — 3-Step Wizard

Before you can run payroll, you need to set up at least one employee record. Go to Dashboard → Payroll → Employees and click "Add Employee". A 3-step wizard guides you through the process.

1
Personal
2
Employment & Tax
3
Super

Step 1: Personal

Enter the employee's basic personal details.

First Name *
Employee's first (given) name
Last Name *
Employee's last (family) name
Email
Used for sending payslips
Phone
Contact phone number
Date of Birth *
Used for tax age concessions
Address
Residential address

Fields marked with * are required. You must complete all required fields before proceeding to the next step. Use the "Next" button to advance.

Step 2: Employment & Tax

Configure the employee's employment details and tax settings.

Employment Details

Employment Type *
Full Time / Part Time / Casual
Start Date *
Employment commencement date
Job Title
Role or position description
Pay Type *
Salary or Hourly
Pay Rate *
Annual salary or hourly rate
Pay Frequency *
Weekly / Fortnightly / Monthly
Hours per Week
Standard weekly hours (default: 38)
Overtime Rate
Overtime multiplier (e.g. 1.5x, 2x)

Tax Information

TFN
Tax File Number — encrypted and stored securely
Tax-free Threshold
Whether the employee claims the threshold
HELP Debt
Additional withholding for HELP loan
SFSS Debt
Additional withholding for SFSS loan
Medicare Levy
Full, half, or Medicare Levy Exemption
Tax Offset
Claimed tax offset amount

Fields marked with * are required. Use "Previous" to go back to Step 1 or "Next" to proceed to Step 3.

Step 3: Super

Set up the employee's superannuation details.

Super Fund Name
Name of the employee's super fund
USI
Unique Superannuation Identifier
Member Number
Employee's fund membership number
Super Rate
Default 12% (FY 2025–26 SGC rate). Override if a higher contractual rate applies.

Click "Save Employee" to complete the wizard and add the employee to your payroll. Use "Previous" to go back and make changes.

If the employee already exists as a client in BillMate, import their contact details first. This pre-fills name, email, and address — saving you time.

Employee Limits by Plan

Plan Max Employees
Team5 employees
Business10 employees
Enterprise20 employees
3

Running Payroll — 3-Step Wizard

Each pay run is created through a simple 3-step wizard. Go to Dashboard → Payroll → Pay Runs and click "New Pay Run".

1
Period Setup
2
Hours & Allowances
3
Review & Approve

Step 1: Period Setup

Define the pay period for this run:

  • Pay Period Start — first day of the pay period.
  • Pay Period End — last day of the pay period.
  • Pay Date — the actual date funds will be paid to employees.
  • Pay Frequency — choose Weekly, Fortnightly, or Monthly. This affects default hour calculations in Step 2.

Smart Date Auto-fill: If you have previously completed a pay run, BillMate automatically fills in the dates for the next period based on your last run's frequency and end date. A blue info banner at the top of the page confirms that dates have been auto-filled. You can still adjust them manually if needed.

BillMate validates that the pay period length matches the selected frequency. A fortnightly run should span exactly 14 days.

Step 2: Enter Hours & Allowances

All active employees are listed. Use the checkbox on each row to include or exclude an employee from this run.

Copy from Last: Click the "Copy from Last" button to pre-fill hours and allowances from your last processed pay run. This saves time when your team's hours are consistent from period to period. You can still edit any value after copying.

Field Description Default
Ordinary Hours Standard hours worked this period Weekly: 38h  |  Fortnightly: 76h  |  Monthly: 164.67h
Overtime Hours Hours beyond ordinary time 0
Allowances ($) Car, tool, meal, or other allowances 0.00
Bonuses ($) Performance or discretionary bonuses 0.00
Deductions ($) Post-tax deductions (e.g. union fees) 0.00
Salary Sacrifice ($) Pre-tax contributions (reduces taxable income) 0.00
Annual Leave Hours Leave taken this period (deducted from balance) 0
Sick Leave Hours Leave taken this period (deducted from balance) 0
For salaried employees, Ordinary Hours determine the time worked for leave accrual purposes. You don't need to change this unless the employee worked fewer hours than usual.

Step 3: Review & Approve

A summary table shows the calculated results for each included employee:

Employee Base Pay OT Pay Allowances Gross Pay PAYG Tax Super Net Pay
Jane Smith $2,923 $0 $100 $3,023 $734 $352 $2,289
Tom Wu $1,900 $150 $0 $2,050 $430 $228 $1,620
Totals $4,823 $150 $100 $5,073 $1,164 $580 $3,909

Review all figures carefully. If anything needs adjustment, click "Previous" to return to Step 2, make your corrections, and the totals will be recalculated automatically. When you are satisfied, click "Approve" to lock in the pay run. The status will change from Draft to Approved.

4

Processing Pay

Once a pay run is Approved, you are ready to process it. Processing is the final confirmation that pay has been (or will be) disbursed.

How to Process

1
Open the pay run from Payroll → Pay Runs.
2
Click "Process Pay" at the top of the pay run detail page.
3
Optionally check "Send payslips to employees after processing" to automatically email payslips to all employees with an email address on file.
4
Click "Confirm & Process" in the confirmation dialog.

What Happens When You Process

  • Leave Balances Updated — Annual Leave and Sick Leave hours taken this period are deducted from each employee's balance.
  • Leave Accrual — new leave entitlements are automatically accrued based on employment type and hours worked.
  • Super Payment Record Created — a Super Guarantee liability record is generated. Super is collated quarterly for Super Payments (coming soon).
  • Pay Run Status — changes to Processed.
  • Payslips Emailed — if the option was selected, payslips are sent immediately.
Processing a pay run cannot be undone. Once a pay run is marked as Processed, the figures are locked and leave balances are permanently updated. Double-check all amounts before confirming.
5

Payslips

BillMate generates a compliant payslip for every employee in every pay run. Payslips can be downloaded as PDFs or emailed directly to your team.

Downloading Payslips

1
Open the processed pay run.
2
Click "Download Payslips". A separate PDF is generated for each included employee and downloaded to your device.

Emailing Payslips

1
Open the processed pay run.
2
Click "Send Payslips". BillMate sends the payslip PDF as an email attachment to each employee who has an email address on file. Emails are sent in batches of 5 to ensure reliable delivery.
3
Employees without an email address are automatically skipped. A summary confirms how many payslips were sent.
You can also send an individual payslip from the employee's own payslip detail page. This is useful if you need to resend to a single employee.

What's on a Payslip

Each payslip follows the Australian standard layout:

  • Paid By — your business name, ABN, and contact details. If a PDF Logo is uploaded in Settings it is displayed here; otherwise the standard business logo and company name are shown.
  • Employment Details — employee name, job title, employment type, pay period, and pay date.
  • Summary Bar — a quick-glance bar showing Gross Pay, Tax, Super, and Net Pay for this period.
  • Salary & Wages — a detailed table with columns for Hours, Rate, This Pay, and YTD for each earnings line (ordinary hours, overtime, allowances, bonuses, leave pay).
  • Tax — PAYG withholding with both This Pay and YTD columns.
  • Superannuation — SGC contribution with both This Pay and YTD columns.
  • Leave — Accrued, Used, and Balance columns for Annual Leave and Sick Leave.
  • Net Pay — the final amount payable to the employee.
6

Leave Management

BillMate tracks Annual Leave and Sick Leave for all permanent employees. Casual employees are not entitled to paid leave and are automatically excluded from accruals.

Viewing Leave Balances

Navigate to Dashboard → Payroll → Leave to see all employee leave balances at a glance.

Each employee card shows:

  • Annual Leave: remaining balance (hours and days), accrued this year, used this year
  • Sick Leave: remaining balance (hours and days), accrued this year, used this year

Manual Adjustments

If you need to correct a balance — for example, when an employee transfers in with an existing entitlement — click the "Adjust" button on any leave card.

Field Description
Leave Type Annual Leave or Sick Leave
Hours Positive number to add hours; negative to reduce
Reason Descriptive note for audit trail (e.g. "Opening balance on hire")
Manual adjustments are permanent and logged. They cannot be reversed — only corrected with a subsequent adjustment. Always enter a clear reason.

Automatic Leave Accrual

Leave is accrued each time a pay run is processed, based on employment type:

Employment Type Annual Leave (per year) Sick Leave (per year) Accrual Basis
Full Time (38 h/wk) 152 hours (4 weeks) 76 hours (10 days) Per pay period pro-rata
Part Time (e.g. 20 h/wk) 80 hours (0.526 FTE × 152h) 40 hours (0.526 FTE × 76h) FTE ratio × full-time entitlement
Casual Leave loading included in casual rate

FTE Calculation Example

A part-time employee working 20 hours per week has an FTE of 20 ÷ 38 = 0.526. Their annual leave entitlement is 0.526 × 152 = 80 hours per year, accrued proportionally each pay period.

Leave taken during a pay run (Annual Leave Hours or Sick Leave Hours fields in Step 2) is automatically deducted from the balance when the pay run is processed. You do not need to adjust balances manually for normal leave taken.
7

Understanding Tax Calculations

BillMate uses the ATO's official 2025/26 weekly tax withholding tables to calculate PAYG amounts. The calculations are performed on the gross taxable income for the period and scaled to a weekly equivalent, then converted back to the actual pay frequency.

PAYG Withholding Examples

The table below shows approximate PAYG withholding for an employee who claims the Tax-free Threshold, with no HELP/SFSS debt, on a weekly pay frequency. Actual amounts may vary slightly based on individual tax settings.

Weekly Gross Pay PAYG Withheld (approx.) Net Pay (approx.) Effective Rate
$800 $88 $712 11%
$1,000 $170 $830 17%
$1,500 $345 $1,155 23%
$2,000 $525 $1,475 26.3%
$3,000 $924 $2,076 30.8%
Employees who do not claim the Tax-free Threshold will have higher PAYG withheld — typically they have a second job or choose not to claim it on their TFN declaration.

Super Guarantee (SGC)

Super is calculated at 12.0% of Ordinary Time Earnings (OTE) for FY 2025–26.

What counts as OTE?

  • Base Pay (salary or hourly for ordinary hours)
  • Leave Pay (Annual Leave, Sick Leave paid out)
  • Allowances (generally included unless ATO-exempt)
  • Bonuses (included)

Overtime does not count as OTE and is excluded from the super base.

Quarterly Super Cap (FY 2025–26)

The Maximum Superannuation Contribution Base is $62,270 per quarter. Super is not required to be paid on earnings above this cap per quarter. BillMate applies this cap automatically for high-income employees.

Gross Pay (Fortnightly) OTE Super @ 12% Notes
$3,800 (incl. $200 OT) $3,600 $432 OT excluded from OTE
$5,000 (all ordinary) $5,000 $600 Standard calculation
$10,000 + Bonus $2,000 $12,000 $1,440 Bonus included in OTE

Salary Sacrifice

Salary sacrifice is a pre-tax arrangement where part of an employee's gross salary is contributed to super (or other approved benefits) before income tax is calculated.

How it affects tax

Without Sal Sac With $500 Sal Sac
Gross Pay $5,000 $5,000
Salary Sacrifice $0 $500
Taxable Income $5,000 $4,500
PAYG Withheld (approx.) $1,420 $1,235
Net Pay $3,580 $3,265

Note: Super is still calculated on the full OTE before the salary sacrifice deduction (concessional contributions count toward super balance separately).

Salary sacrifice amounts must be agreed in writing before the work is performed. BillMate records the sacrifice amount on the payslip but you should maintain a written agreement with the employee.
8

Pay Run History & Dashboard

Pay Runs List

Go to Dashboard → Payroll → Pay Runs for a full list of all pay runs. Use the status filter bar to narrow the view:

  • All — show every pay run
  • Draft — created but not yet approved
  • Reviewing — under review before approval
  • Approved — approved, not yet processed
  • Processed — fully processed and locked

Pay Run Card

Each card in the list displays at a glance:

  • Pay period (start date → end date)
  • Pay date
  • Status badge
  • Financial summary: Total Gross / Total Tax / Total Super / Total Net Pay
  • Number of employees included

Payroll Dashboard Overview

The main Payroll tab shows a real-time dashboard with key metrics:

Active Employees
Total headcount currently on payroll
Next Pay Date
Upcoming scheduled pay run date
Most Recent Pay Run
Status, date, and net total
YTD Totals
Gross, Tax, Super, Net for the financial year

Monthly Trend Chart

A bar chart shows monthly Total Gross Pay for the current financial year, making it easy to spot seasonal patterns, bonus months, or staffing changes over time.

YTD figures reset at the start of each financial year (1 July). Historical years remain available under Pay Run History.
9

Frequently Asked Questions

When will Single Touch Payroll (STP) reporting be available?
STP reporting is Coming Soon. BillMate is currently completing DSP registration with the ATO. Once approved, you will be able to report pay events directly to the ATO each pay period. We will notify all Team Plan users when this feature launches.
Can I pay Super through BillMate?
Super Payments is Coming Soon. BillMate creates Super liability records each pay run and tracks quarterly totals. Direct electronic payment to super funds (via SuperStream) is pending integration with our clearing house partner. Until then, use the Super reports to make payments through your existing bank or super portal.
Can I add casual employees?
Yes. Select "Casual" as the Employment Type when adding the employee. Casual employees are included in pay runs normally. Leave accrual (Annual and Sick Leave) does not apply to casuals, as the casual loading in their pay rate covers this entitlement.
Can I delete a Pay Run?
Only pay runs with Draft status can be deleted. Once a pay run is Approved or Processed, it is locked for record-keeping integrity. If you need to correct a processed pay run, create an adjustment pay run for the difference.
What if an employee doesn't have an email address?
When you click "Send Payslips", BillMate automatically skips employees without an email address on file. A confirmation message tells you exactly how many payslips were sent. For employees without email, use "Download Payslips" to obtain a PDF and deliver it in person or by post.
How is PAYG tax calculated?
PAYG withholding is calculated using the ATO's official 2025/26 NAT 1008 tax withholding tables. The calculation takes into account the employee's pay frequency, whether they claim the Tax-free Threshold, any HELP or SFSS debt, and Medicare Levy status. BillMate converts all amounts to a weekly equivalent for the table lookup, then scales back to the actual pay period.
Why is the Super amount different from what I expected?
Super is calculated on Ordinary Time Earnings only. Overtime pay, post-tax deductions, and salary sacrifice amounts are excluded from the super base. If an employee earns above the Maximum Super Contribution Base ($62,270 per quarter), the cap is automatically applied and no further SGC is required on earnings above that threshold.
Can I run payroll for different pay frequencies in the same period?
Yes. Each pay run has its own frequency setting. You can run a Weekly pay run for casual employees and a Fortnightly pay run for permanent staff as separate pay runs. Employees are associated with a default frequency but can be included in any pay run.
Is employee TFN data secure?
Yes. Tax File Numbers are encrypted at rest using AES-256 encryption and are never displayed in full after initial entry. BillMate is hosted on Supabase infrastructure with SOC 2 compliance. TFNs are used only for tax calculation purposes and are never shared with third parties.
How do I handle a pay run that includes a public holiday?
Public holiday pay rates are not automatically applied — BillMate does not detect public holidays. You can manually adjust the Ordinary Hours and add an Allowance to reflect the applicable penalty rate under the relevant Modern Award. We recommend consulting your applicable Award or Fair Work resources for the correct rate.
How do I change the dates for the next pay run?
When you create a new pay run, BillMate auto-fills the dates based on your previous pay run. To change them, simply edit the Pay Period Start, Pay Period End, and Pay Date fields in Step 1. The auto-filled values are a suggestion — you can adjust them freely before proceeding to Step 2.
Can I copy data from a previous pay run?
Yes. In Step 2 (Hours & Allowances), click the "Copy from Last" button. This pre-fills ordinary hours, overtime hours, allowances, bonuses, deductions, salary sacrifice, and leave hours from your most recently processed pay run. You can then edit individual values as needed before moving to Step 3.
I made a mistake in Step 3 — do I need to start over?
No. Click the "Previous" button at the bottom of Step 3 to return to Step 2. Make your corrections, and all totals will be recalculated automatically when you advance back to Step 3. You only need to start over if you want to change the pay period dates in Step 1.