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      Manage Employee Self Setup (ESS) on the Payroll platform as an employer

      Hiring new employees will always involve some administration for both employers and their employees. However, with the Employee Self Setup (ESS) feature, the employee onboarding process is streamlined so employers can easily enrol staff members.

      This article shows employers how to add one or more of their employees into Employee Self Service (ESS). For employees who want to learn how to complete their own ESS process, visit this tutorial.

      Add employee

       

      Add employee using Self Setup
      This section explains how employers can add an employee using the Self Setup (Recommended) option. To learn how to add an employee manually, see the Add employee manually section below.
      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.

        screenshot of Business dashboard page, highlighting Add employee button

      4. Ensure the Self Setup (Recommended) toggle is checked then click Continue.
        screenshot of Business dashboard page, highlighting Self Setup toggle and Continue button
      5. Complete the fields in the Start Employee Self Setup popup then click Save.
        screenshot of Business dashboard page's Start Employee Self Setup window, highlighting form fields and Save button
      6. The employee will now receive an email telling them how to complete their ESS onboarding.

      Add employee manually
      This section explains how employers can add an employee manually. To learn how to add an employee using Self Setup, refer to the Add employee using Self Setup section above.
      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.
        screenshot of Business dashboard page, highlighting Add employee button
      4. Select the Manually toggle then click Continue.
        screenshot of Dashboard page's 'Choose how you'd like to add a new employee' window, highlighting Manually toggle
      5. You will now be on the Add a new employee page.
        screenshot of 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.
        screenshot of Dashboard page's Employment details window, highlighting Yes toggle and Next button
      10. You will now be on the Employment Details section.
      11. Fill in the relevant fields then click the Next button.
        screenshot of Employment Details form

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

      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.