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The finance tab on a worker profile stores bank details, pay rate levels, tax information, superannuation details, and integration settings for your finance system.
If your organisation uses vOnboard, financial information entered by the worker flows through from the portal automatically.

Bank details

Enter the worker’s bank account details. You have the option to enter up to three bank accounts. Bank details section

Part-time daily hour requirement

Enter a worker’s part-time daily hour requirement here for information purposes. Part-time daily hour requirement

Worker details

Worker details section

Pay rate level

Select the worker’s pay rate level and the date from which it applies, then click Update. This value is used for integration with your finance system. Pay rate level section
When a worker’s pay rate level changes, update the level and the effective date here. The new level applies from the date entered.

Additional pay fields

Tax and superannuation

Tax and superannuation fields

Finance system integration

HCP and CHSP

Insurance

External references

Running into issues?

See Worker management troubleshooting for common errors and fixes.

Budget hours

Set daily budget hours to prevent over-rostering

Engagement details

Configure award details and pay rate overrides

Creating a worker profile

Set up a new worker in Visualcare