Completing PDF forms
It is important to complete forms accurately and provide all required information. If a form contains errors or missing information, we may need to return it for correction, which can delay the processing of payroll instructions.
Always use the latest version
Download a new copy of the form each time you need one from the EdPay and forms page. Forms are updated from time-to-time, so using a new copy helps ensure you are using the latest version.
Save the form to your computer before filling it in
This ensures that the information you type in the form will be saved. You must complete all fields on the form that are marked with * (mandatory). If you don't do this, the form will be returned to you.
Software requirements
PDF forms can be completed electronically. A PDF is a type of file that allows information to be easily shared between people with different computer systems.
We recommend typing information into forms rather than completing them by hand. Handwritten information can be difficult to read and may lead to errors or delays in processing.
To open and complete PDF forms correctly, you need the latest version of Adobe Reader installed on your PC or Mac. See Software requirements for forms.
Use Microsoft Excel for annualisation forms
The annualisation forms (EP23nt and EP24nt) are Microsoft Excel files. The form requires version 2007 or later of Microsoft Excel, or Excel for Mac 2011.
Pay rates for support staff
When completing some forms for support staff, you must specify an hourly, weekly or annual rate, depending on their employment agreement. See Pay rates for support staff for the correct rate type to use.
Payroll codes
Our payroll code tables help you to determine the correct codes to use on forms. See Codes to help you select the correct codes to use.
Forms that require a signature
When signing forms, ensure the Name and Designation fields are also completed clearly.
| Number |
Name |
|
EP5
|
EdPay service authorisation for administrators
|
|
EP5c
|
Cancel EdPay authorised user status
|
|
EP9t
|
Statement of Service Request for Teachers
Note: The statement of service request must be completed and signed by the employee, but can be submitted by an authorised user at a school.
|
| EP33 |
Deduction by school |
All other forms will be processed without a signature, because they are considered authorised when emailed from an authorised email address. However, a school should hold a signed copy of these forms in its files for audit purposes.
What next?
When you have filled in a PDF form, and had it signed if required, attach it to your submission in the forms portal. See Sending forms.
You should file copies of all of your completed forms. See Payroll record keeping.