The Employee represents an individual working within an organisation, capturing essential personal, employment, and financial information such as start and termination dates, status, leave balances and applications, tax details, bank accounts and superannuation funds. This data helps you manage HR processes, payroll readiness, and compliance, and set up alerts for specific conditions.
The AI will only look back at 12 months' worth of data.
Key Properties:
SourceLink: A link to the employee record in the source payroll system.
FirstName: The given name of the employee.
LastName: The surname of the employee.
FullName: The employee's complete name.
EmployeeStartDate: The date employment started. Use together with TerminationDate to work out how long someone has been employed.
TerminationDate: The date employment ended. This is empty (null) when the employee is not terminated.
TerminationReason: The STP Phase 2 cessation (termination) reason recorded at source, such as voluntary cessation, ill health, redundancy, dismissal or contract cessation. Empty when no reason has been recorded, or when the ledger does not sync this field.
IsSTP2Qualified: Indicates whether the employee record is Single Touch Payroll (STP) Phase 2 compliant. False means it is not yet compliant.
DateOfBirth: The employee's date of birth. When the payroll provider supplies no date of birth, a default placeholder value may appear rather than being empty, so check the year is plausible before calculating age.
EmployeeStatus: The employee's current status: ACTIVE (currently employed), TERMINATED (employment ended), INCOMPLETE (onboarding not finished) or EMPTY (unknown/not set).
LeaveBalances: A list of the employee's per-leave-type balances and entitlements (e.g. Annual, Sick). Amounts are in each row's own units (hours or days).
LeaveBalance
LeaveName: The name of the leave.
LeaveBalanceAmount: The current balance of leave units.
LeavePerYear: The annual entitlement of leave units.
FinalPayoutType: The type of final payout for this leave.
ETPType: The Eligible Termination Payment (ETP) type for this leave.
IncludeSGC: Indicates whether the Superannuation Guarantee Contribution (SGC) is included.
LeaveBalanceLeaveTypeName: The name of the leave type.
LeaveBalanceLeaveTypeUnits: The units this leave type is measured in (e.g. Hours or Days).
LeaveBalanceLeaveTypeNormalEntitlement: The normal entitlement for this leave type.
LeaveBalanceIsPaidLeave: Indicates whether this is paid leave.
LeaveBalanceShowsOnPayslip: Indicates whether this leave shows on the payslip.
LeaveApplications: A list of leave applications (requests) submitted by the employee, each with its own dates, status and amount.
LeaveApplication
LeaveApplicationTitle: The title of the leave application.
LeaveApplicationStartDate: The start date of the leave application.
LeaveApplicationEndDate: The end date of the leave application.
LeaveApplicationAmount: The total number of leave units for the application.
LeaveApplicationStatus: The status of the leave application (e.g. COMPLETE, REQUESTED, SCHEDULED, REJECTED).
LeaveApplicationPayoutType: The payout type for the leave application.
LeaveApplicationLeaveTypeName: The name of the leave type.
LeaveApplicationLeaveTypeUnits: The units the leave type is measured in.
LeaveApplicationLeaveTypeNormalEntitlement: The normal entitlement for this leave type.
LeaveApplicationIsPaidLeave: Indicates whether this is paid leave.
LeaveApplicationShowsOnPayslip: Indicates whether this leave shows on the payslip.
TaxInformation: The employee's tax information. May be empty (null) if no tax details are recorded.
EmploymentBasis: The employment basis (e.g. FULLTIME, PARTTIME, CASUAL, LABOURHIRE).
EmployeeStatus: The employee status recorded against the tax information.
ResidencyStatus: The residency status for tax purposes (e.g. AUSTRALIANRESIDENT, FOREIGNRESIDENT, WORKINGHOLIDAYMAKER).
TaxFileNumber: The employee's Tax File Number. Empty (null or blank) when no TFN has been recorded.
AustralianResidentForTaxPurposes: Indicates whether the employee is an Australian resident for tax purposes.
TaxFreeThresholdClaimed: Indicates whether the employee has claimed the tax-free threshold.
HasHELPDebt: Indicates whether the employee has a HELP debt.
HasSFSSDebt: Indicates whether the employee has an SFSS debt.
HasTradeSupportLoanDebt: Indicates whether the employee has a Trade Support Loan debt.
EligibleToReceiveLeaveLoading: Indicates whether the employee is eligible to receive leave loading.
HasLoanOrStudentDebt: Indicates whether the employee has a loan or student debt.
BankAccounts: A list of the bank accounts the employee is paid into. An empty list means no bank account is recorded.
EmployeeBankAccount
BankAccountSummary: The free-text statement/description label shown against the bank account. This is not the account number or BSB.
CountOfBankAccounts: The number of bank accounts recorded for the employee.
SuperFunds: A list of the employee's superannuation funds. An empty list means no super fund is assigned.
EmployeeSuperFund
SuperFund: The name of the super fund.
EmployerNominatedSuperFund: Indicates whether this is the employer-nominated (default) super fund.
📝 Example Alerts
Let me know if an employee is requesting leave which will result in a negative leave balance.
Alert me when an employee has a negative leave balance.
Alert me a week before any employee's work anniversary.
Which employees have recently been terminated?
Which full-time employees with Australian residency have not claimed the tax-free threshold?
Which employees do not have a tax number on file?
Alert me when Bob Johnson's Sick Leave balance falls below 5 days.
Alert me when a new employee is added or has a start date in the future.