As a new employee, you are now able to be a part of the setup process with the introduction of Employee Self Setup (also known as onboarding).
What can be a tedious process of paperwork moving back and forth has been turned into a faster, more accurate, and simpler method thanks to this feature.
The process is started by your employer after which time you will receive an email with a link to the Employee Self Setup wizard:
Once you click the link you will then proceed to the Self Setup wizard to start the process. It consists of 6 steps but you are able to skip any page for completion at a later date if necessary. The steps are:
- Personal Details - Title, name, date of birth, gender, address, email and phone number. Some of this information will be pre-populated from the initiation process performed earlier by the employer. When entering an address, auto-complete suggestions may be presented. To pre-fill an address, click on a suggestion. This will also auto complete the Residential Suburb field. If the suggestions are not adequate or you live overseas you will need to tick the checkbox Enter Residential Address Manually. This will open additional fields and all fields (other than Residential Address Line 2) must be completed. Also note that, outside of Country, all other fields are free text so there will be no validation done to ensure the address is correct.
- Banking and Super Details - You are able to add multiple bank and super accounts, and select how much of your pay is to go into each account. If your employer has added their default super fund settings, you will be given the option to choose that fund if you are not currently set up with your own super fund or would prefer to join your employer's super fund.
- Tax File Declaration - You are able to submit your TFN and complete the declaration on this page. NOTE: If you enter your tax file number on this page and your mobile number has also been entered, you will be able to complete the Tax File Verification. The verification will be shown once the declaration is completed and you click the 'Next Step' button. See Step 4 for screenshot.
Alternatively, you can choose to add these details later or select further options regarding your TFN status by clicking on the drop down box. If you select any of these options you are unable to complete the Tax File Declaration at this stage. - Tax File Verification - If you entered your tax file number on the previous page (and the Employer recorded a Mobile number in the initiation stage), you will be able to complete the below Tax File Verification in order for you to submit an electronic copy of you Tax File Declaration:
- Qualifications - If the employer has requested that qualifications be added as a part of the Employee Self Setup, you will be able to add them here. The qualifications that are listed reflect the qualifications that have been added at a business level. Simply click on the toggle to "add" it to your employee profile. Once added you can then select an expiry date (if relevant) and add an attachment.
- Emergency Contacts - If the employer has requested that Emergency Contacts be added as a part of the Employee Self Setup, you will be able to add them here.
Once you click 'Finish' you will be reminded of any steps that have not been completed, or have unsaved changes.
You can click on any of the links to be taken to that page if you would like to complete/save changes OR select the 'Click here' button to finish the process:
After the 'Click here' button is selected, Employee Self Setup is complete:
Please note that once you have 'Finished' the process, you are NOT able to come back and make changes. The Self Setup will be closed and further changes must be made through your employer or your Employee Portal (if you have been given access)
Now that the Employee Self Setup has been completed, an email will be sent to all payroll admins that are registered to receive Self Setup emails. Clicking the link in the email will allow the employer to view the new employee information. Once the employer reviews and adds other required information, you - the employee - will be available for future pay runs.
If the employer has given you Employee Portal access, you will also receive an email containing a link to set this up.
The following articles provide more information on Employee Self Setup:
Introduction to Employee Self Setup
Employee Self Setup - Employer Process
If you have any queries or feedback please contact us via support@yourpayroll.com.au