A new employee is 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 the employer the employee will then receive an email with a link to the Employee Self Setup wizard:
Once the link is clicked they 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. 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.
Some of this information will be pre-populated from the initiation process performed earlier by the employer.
- Banking Details: To add multiple bank accounts, and select how much of the pay is to go into each account these details need to be filled in.
- P45 Starter Details: National Insurance number details and tax code if known should be completed and the employee statement declaration on this page.
- Emergency Contacts: If the employer has requested that Emergency Contacts be added as a part of the Employee Self Setup, they will be added here.
Once 'Finish' is clicked, the Employee Self Setup is complete:
Please note that once the process is 'Finished', you are NOT able to come back and make changes. The Self Setup will be closed and further changes must be made through the employer or the Employee Portal (if access has been given)
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, the employee - will be available for future pay runs.
If the employer has given Employee Portal access, the employee 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.co.uk