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
Simply log in to KeyPay, click on the 'Employee' menu –> 'Start Employee Self Setup'
QBO users get to the Employee menu by clicking on the ‘Add Employees’ button:
Enter a few basic employee details -> 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
- Super funds (including SMSF)
- Emergency contact details (optional)
- Qualifications (optional)
All employees need to get started are an email address and a web browser. No apps, no logins or passwords, no hassle.
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.
You will have the option to review the employees details.
You will also need to complete the set up with a few more 'required' details such as -
- Start Date
- Employment Type
- Hours normally worked
- Primary Pay Category
Once you are happy with the set up you click DONE and this will authorise the employee to be included in pay runs!
The following articles provide more information on Employee Self Setup:
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