Employee Self Setup (also known as onboarding) is a great time saving tool for employers when setting up new employees in the system.
HOW TO START THE PROCESS
On the Employees tab go to the Add Employee button on the right hand side and click on it and then choose the 'Start Employee Self Setup' option.
You will be presented by the following side panel. Fill in the details and click on 'Save'.
The employee will now appear in the employee list as an incomplete employee.
Once you have clicked 'Save', employees will be sent an email with instructions on how to complete their details.
In addition to providing their standard contact details, employees can enter all the details they need to get paid including:
- Personal details
- Bank accounts
- P45 Starter details
All employees need to get started are an email address and a web browser. No apps, no logins or passwords.
AFTER THE EMPLOYEE HAS COMPLETED THEIR SET UP
Once the employee has finished their set up you will receive an email confirming their information.
This email will also detail any information that has NOT been provided if applicable.
If you now click on the 'Review and Authorise' button you will have the opportunity to review the employees details.
You will also need to complete the set up with a few more 'required' details such as -
- Pay Rate
- Hours normally worked
- Primary Pay Category
- Pension Scheme option
Once you are happy with the set up you click the 'Next' button and this will authorise the employee to be included in pay runs and you will see the following confirmation that the employee has now been set up.
The following articles provide more information on Employee Self Setup:
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