Freelancer Set Process - Instructions for Clients

Freelancer Set Up Process NON TALENT

Purpose of Document

This document lists the process to set up freelancers. When they have been set up, freelancer timesheets and freelancer supplier invoices can be processed. e

Process Flow

Detail of Process

Step 1 Use the ATO’s Employee / Contractor decision tool. This will help you determine if the person is an employee or contractor and your legal obligations.

https://www.ato.gov.au/calculators-and-tools/employee-or-contractor/

Step 2 Ensure staff have access to freelancer processing. Check access privileges in Group Maintenance

Step 3 If freelancer is from an Agency create a Freelancer Agent record

Step 4 Add Freelancer to address book

Step 5 Click on the “Employment” tab

Step 6 Click on plus icon to add employment info.

Step 7 Complete employment information.

Step 8 Click on plus sign and complete TFN information.

Step 9 Click on plus sign and complete super info

Step 10 Register freelancer as a JobBag user if freelancer is required to use the Active Diary

Step 11 Ensure Freelancer is set up correctly in Organisation chart

Step 12 Link freelancer to their agency if applicable. Find their agent’s address book record and click on freelancer tab.

Step 13 Click on plus icon. and link freelancer to their agent