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.
3. Click Home on the submenu.

4. On your dashboard, click the Start Employee Self Setup button.

   

5. Ensure the Self Setup (Recommended) toggle is checked then click Continue.
   
6. Complete the fields in the Start Employee Self Setup popup then click Save.
   
7. Ensure that you add the Employment Type into the Start Employee Self Setup field. This is important so that the tax file declaration can be lodged upon verification.
8. Click on Save.
9. The employee will now receive an email telling them how to complete their ESS onboarding. Note that this email invite has a 72 hours expiration cut off.

This step comes after the new employee has been through the self set up process and added their personal details, including their tax file number, superannuation and bank account information. The employer must then verify the new employee's information within payroll, and can lodge the TFN with the ATO directly at this step.

1. First, you will receive an email advising that your new employee has completed their self setup. Click on Review and Authorise in the email to review and confirm.
2. This will redirect you back to the payroll platform. You will then be asked to review and verify the new employee's personal details. Once you have reviewed these are are ready to verify, click on Next.
3. Next, you will be asked to review and verify the new employee's employment details. Once you have reviewed these are are ready to verify, click on Next.
4. The next screen will ask to verify the new employee's super details, bank details and tax file number (TFN). Once you have verified the bank account and super details, click on Continue.
5. The next screen will ask you to verify your new employee's tax file number (TFN). To lodge the new employee's tax file declaration directly with the ATO, tick Lodge this Tax File Declaration electronically with ATO now.
6. Once you have verified the details and lodged the TFN with the ATO, click on Done. 
7. You will see a popup box asking you to confirm if you want to lodge the TFN with the ATO now. Click on Save and lodge.
8. You will see a (your new employee) has been added successfully notification once complete.

1. Log in to the payroll platform.
2. Click the Business button on the left-hand side navigation.
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. This email invite features a 72 hours expiration.

The following instructions show you what to do if you chose to untick the Tax file number, Bank details, and/or Super fund checkboxes in step 13 of the Add employee with self setup section of this article.
 

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. This email invite features a 72 hours expiration.

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.