Available for the following Payroll classic plans: Standard, Premium, Platinum
Available for the following user access level: Employee
Employees can use Employee Self Setup (ESS) as a secure and efficient way to set up and update their employee file with personal, banking, superannuation, and tax file details.
The ESS feature streamlines the process by allowing employees to quickly and safely submit their details through a single, user-friendly form. This ensures a traceable and accurate method for complying with workplace requirements.
This article shows employees how to complete their own ESS process. For employers who want to learn how to add one or more of their employees into Employee Self Service, visit this article.
Important
The form fields you will need to fill in to complete your Employee Self Setup (ESS) process will depend on whether your organisation has enabled Superchoice Marketplace (SCMP). Please refer to either the Complete ESS with SCMP or the Complete ESS without SCMP instructions below accordingly.
Manage data
Important
Employees who want to complete their Employee Self Service (ESS) process will first need to receive an Employee Self Setup email. They will receive this email automatically when their employer has enrolled them on to ESS.
For employers who want to learn how to enrol their employee(s) on to ESS, visit this article.
- Open the Employee Self Setup email in your inbox.
- Click the Setup my employee file button.
- Enter your personal details. (If you want to have an easy superfund re-enrolment process at any point, the Yes toggle near the bottom of the form is recommendable.)
- Click the Next Step button.
- Enter your Tax File Declaration details then click the Next Step button.
Helpful Hint
To learn more about completing your online Tax File Declaration, you can click the here button where the blue information box says "Additional information regarding these questions can be found here". Doing so will take you to this article.
- Enter your banking details.
- (Optional) Click the Add another account button and fill in the fields if you have more than one set of banking details to include.
- Click the Next Step button.
- Ensure you are satisfied with the information on the Super Fund Details page, then click the Get Started button.
Helpful Hint
You can read more information by clicking the following buttons on the page: ATO YourSuper, Learn More, and important information. Doing so will open the following articles as new tabs in your browser: YourSuper comparison tool, Managing your super, and Important Information: Superannuation Choice.
- Select either the Featured funds, Other existing funds, or Employer default fund tab. (By default, you will initially be on the Featured funds tab and see a selection of featured funds accordingly.)
- Find the super fund you want to choose.
- Click your chosen super fund's Learn more button (if you are on the Featured funds tab) or its Nominate button (if you are on either the Other existing funds tab or the Employer default fund tab).
- Follow the instructions and complete the form fields (these will vary depending on your chosen super fund).
Important
If you selected the Other existing funds tab, clicking Nominate will prompt an Are you sure? popup. Click Continue on that popup to confirm you can manage the fund yourself rather than have a retail or industry fund.
If you selected the Employer default fund tab, clicking Nominate will also prompt an Are you sure? popup. Click Continue on that popup to confirm you accept an account with your employer’s default fund.
- When you have reached the penultimate page, click the Continue button (or otherwise it will be called the Next step button).
- You will now see a confirmation page in your browser. Check your inbox to find a confirmation email and to learn more about your chosen super fund.
Important
Employees who want to complete their Employee Self Service (ESS) process will first need to receive an Employee Self Setup email. They will receive this email automatically when their employer has enrolled them on to ESS.
For employers who want to learn how to enrol their employee(s) on to ESS, visit this article.
- Open the Employee Self Setup email in your inbox.
- Click the Set up my employee file button.
- Enter your personal details, then click the Next Step button.
- Enter your banking details, then click the Next Step button.
- (Optional) Click the Add another account button and fill in the fields if you have more than one set of banking details to include.
- In the Super Fund Details window, choose one of the following:
- The APRA fund or retirement savings account (RSA) I nominate.
- The self-managed super fund (SMSF) I nominate.
- The super fund nominated by my employer.
- Fill in your Super Fund Details.
- Click the Next Step button.
- Fill in your Tax File Declaration details, then click the Next Step button.
Helpful Hint
To learn more about completing your online Tax File Declaration, you can click the here button where the blue information box says "Additional information regarding these questions can be found here". Doing so will take you to this article.
- Click the Send Verification Code button.
- Check your phone for the verification code, then enter it in the Enter Verification Code field.
- Click the Verify button, then click the Finish button.
- You will now see a confirmation page in your browser.
- To access your details again, click the confirmation page's employee portal button.
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