1. Log in to the Payroll platform.
2. Click the Business button on the main menu then click Home on the submenu.
3. On your dashboard, click the Add Employee button.

   

4. Ensure the Self Setup (Recommended) toggle is checked then click Continue.
   
5. Complete the fields in the Start Employee Self Setup popup then click Save.
   
6. The employee will now receive an email telling them how to complete their ESS onboarding.

1. Log in to the Payroll platform.
2. Click the Business button on the main menu then click Home on the submenu.
3. On your dashboard, click the Add Employee button.
   
4. Select the Manually toggle then click Continue.
   
5. You will now be on the Add a new employee page.
   
6. Fill in the relevant fields in the Personal information and Contact information sections.
7. Scroll down to the Self-service section and refer to the Turn on self-service for this employee? field.
8. Select either the Yes or No toggle. (Yes means the employee will be allowed to view their pay slips, manage their personal details, and apply for leave.)
9. Click the Next button.
   
10. You will now be on the Employment Details section.
11. Fill in the relevant fields then click the Next button.
    

12. You will now be on the Banking & super section.
    

13. Choose one of the following actions:

    • Keep the Tax file number, Bank details, and Super fund checkboxes ticked. (Do this if you want the employee to complete this information themselves.)

    • Untick one or more of the checkboxes. (Do this if you would prefer to fill in some or all of the information on behalf of the employee.)

      Important

      If you unticked one or more of these checkboxes, you will now need to refer to the Enter employee's tax file, bank, and/or super fund details note in the Further information section of this article below.
      
      

      If you instead left all three checkboxes ticked, continue to step 14 below.

14. Click the Send & finish button.
15. The Complete page will now appear, confirming the employee has been added successfully. They will receive an email prompting them to enter their details.

1. Log in to the Payroll platform.
2. Click the Business button on the main menu.
3. On your dashboard, click the downward arrow on the Self Employee Self Setup button.
4. Select Import Self Setup Employees from the drop-down list.
   
   
   

   Important

   If you already have a file containing the details of the employees, skip to step 9.

5. Click the small Export button.
   
6. Click the Download button to download Employment Hero's Employee Self Setup template file.
7. Open the downloaded template file and fill in the relevant details.
8. Save the changes you made.
9. On the Payroll platform, click the Import button.
   
10. Click the Select File button.
    
11. Choose your relevant file.
12. Click the Confirm Upload? button.
    
13. Click the OK button.
    
    
    

    Helpful Hint

    If there are any import errors, they will now be flagged on your screen.

    If the import is successful, it will prompt an email to be sent to the employees you have now added. The email will tell them how to complete their onboarding process.

1. If you unticked the Bank details checkbox, click the Electronic drop-down field and select either Electronic, Manual deposit, Cash/cheque, or BPAY (depending on the type of transaction you want to use).
   
   

   Helpful Hint

   If you chose the Cash/cheque option, no new fields will appear so you can skip to step 4 below.

2. If you chose either Electronic or Manual deposit, enter the employee's details in the Account name and BSB - Account number fields.
   
3. Alternatively, if you chose BPAY, enter the employee's details in the Account name, biller code, and Customer reference number fields.
4. If you unticked the Super fund checkbox, click the Choose super fund button.
   

5. You will now see the Choose a super fund popup.
   

6. Choose one of the following actions:

   • Stay on the Regulated tab, type in the super fund, and click Search. Then select the correct fund from the results and click OK. (Do this if the employee is with a regulated super fund.)

   • Select the Self Managed tab, enter the required details in the form fields, then click OK. (Do this if the employee has a self-managed super fund (SMSF).)

7. Back in the Banking & super form, enter the member number in the Member number field then click Continue.
   
   
   

   Important

   If you unticked the Tax file number checkbox, now click the Send & finish button and read the Complete page that will follow.
   
   If you have ticked the Tax file number checkbox, click the Send & continue button and follow the instructions below.
8. You will now be on the Tax file declaration section.
   
   

   Helpful Hint

   For more information, you can click the ATO TFN declaration form button at the top right corner of the section. Doing so will open the Australian Tax Office’s guide on completing a tax file number (TFN) declaration in your browser.

   
9. Choose one of the following actions:
   
   • Enter the employee's tax file number in the Tax File Number field.
   • Select the I don't have a tax file number for this employee checkbox and select one of the four options from the dropdown menu.
10. Complete the remaining fields. (You do not have to fill in the Date Signed field if you do not know when the employee signed the hard copy of the tax file declaration.)
11. Click the Done button.
12. The Complete page will now appear, confirming the employee has been added successfully. They will receive an email prompting them to enter their details.

You will receive an email once employees have completed their setup. From there, you will be able to review and complete the process so you are ready for your next pay run.