BSBFIA302
Process payroll


Application

This unit describes skills and knowledge required to process payroll from provided data using manual and computerised payroll systems.

It applies to individuals employed in a range of work environments who are responsible for payroll functions within an organisation. They may work as individuals providing administrative support within an enterprise, or may be other members of staff who have been delegated payroll responsibilities.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Record payroll data

1.1 Check payroll data and clarify discrepancies with designated persons

1.2 Enter employee pay period details and any deductions and allowances in payroll system in accordance with source documents

1.3 Calculate payment due to individual employees to reflect standard pay and variations in accordance with employee source data

2 Prepare payroll

2.1 Prepare payroll within designated timelines and in accordance with organisational policy and procedures

2.2 Reconcile total wages for pay period, check or correct irregularities or refer to designated persons for resolution

2.3 Make arrangements for payment in accordance with organisational and individual requirements

2.4 Obtain authorisation of payroll and individual pay advice in accordance with organisational requirements

2.5 Produce, check and store payroll records in accordance with organisational policy and security procedures

2.6 Follow security procedures for processing payroll and for maintaining payroll records

3 Handle payroll enquiries

3.1 Respond to payroll enquiries in accordance with organisational and legislative requirements

3.2 Provide information in accordance with organisational and legislative requirements

3.3 Ensure all enquiries outside area of responsibility and knowledge are referred to designated persons for resolution

3.4 Complete additional information or followup action within designated timelines in accordance with organisational policy and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill

Performance

Criteria

Description

Reading

1.1-1.3, 2.1-2.6, 3.1-3.4

Interprets a range of textual information to determine activities required

Writing

1.1-1.3, 2.1-2.6, 3.1-3.4

Accurately records textual information and maintains personal and banking details using format, language and structure in context

Oral Communication

1.1, 3.1-3.4

Explains financial issues clearly using terminology and tone appropriate to audience

Uses questioning and listening skills in verbal exchanges to clarify information

Numeracy

1.1-1.3, 2.1, 2.2, 2.5. 3.1-3.3

Uses a limited range of mathematical calculations to calculate and reconcile amounts and arrange/compare numerical information

Navigate the world of work

1.2, 1.3, 2.1, 2.3-2.6, 3.1, 3.2, 3.4

Adheres to legislative requirements and organisational policies and procedures relevant for own work

Interact with others

1.1, 2.2, 3.1-3.3

Selects the appropriate mode of communication for a specific purpose

Collaborates with others to achieve predetermined goals

Get the work done

1.1-1.3, 2.1-2.6, 3.2, 3.4

Takes responsibility for own workload and monitors adherence to specified goals and timelines

Recognises and takes responsibility for resolving problems relevant to own role

Takes responsibility for routine low-impact decisions within familiar situations

Uses digital technologies to access, record, store, organise and compile data as required


Sectors

Finance – Financial Administration