TSS Payroll
Template

New Employee Payroll Onboarding Checklist

South Africa · Collect before or on the employee's first day

P Personal Information

Full name (as per ID / passport)

Required

South African ID number / passport

Required for tax certificate

Required

Date of birth

Determines tax rebate category

Required

Gender

Required for UIF registration

Required

Home address

Required

Contact number and email

For payslip delivery

B Banking Details

Bank name

Required

Account holder name

Must match employee name

Required

Account number

Required

Branch code

Universal: 051001 for most banks

Required

Account type

Current / savings / transmission

Required

T Tax & SARS

SARS income tax reference number

Employee must be registered for income tax

Previous IRP5 or IT3(a) (if any)

Needed if employee worked elsewhere in the tax year

Tax directive (if applicable)

Only if employee has a directive from SARS

E Employment Details

Start date

Determines proration for first month

Required

Job title and department

Required

Employment type

Full-time / part-time / fixed-term

Required

Monthly salary / hourly rate

Required

Overtime arrangement

Agreed overtime terms (if any)

D Benefits & Deductions

Pension / provident fund membership

Obtain contribution percentage

Medical aid scheme & dependants

Needed for medical tax credit calculation

Travel allowance details

Distance and business-use percentage

Company car benefit value

Fringe benefit requires specific codes

Streamlined onboarding

Onboard employees in minutes with TSS Payroll

Add employee details once — TSS Payroll automatically configures PAYE, UIF, leave balances and payslip generation from day one.

No credit card required · Cancel anytime · 30-day free trial

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