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Who are you and what section are you in?

I am a new employee, how do I start onboarding via the HR platform?

Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee

Employment Hero makes setting up your Employment Hero profile a breeze by breaking it down into easy-to-complete tasks. It involves filling in your personal information such as your address, bank account information, tax details and superannuation. The steps in this article will show you how to complete your Employment Hero profile on a computer.

Important

If you would like to learn how to onboard with the Employment Hero Work app, please refer to this article. 

  Interactive learning

Click here for an interactive demo

 

How to onboard on a computer

Step 1: Set your password via your invitation email
  1. You will be sent an invitation link to onboard to fill in all your details.
  2. Open the invitation email.
  3. Click here.
    screenshot of the email invite containing the link to set your employment hero password
  4. Type your chosen password on the Password field.
  5. Click the Set Password button.
    screenshot of the page where you can set your password, with a highlight on the set password button
Step 2: Sign your contract

Important

If you cannot see your contract, this means your manager has decided to onboard you without it. They can issue your contract at any point after you finish your onboarding process. For advice, they can refer to this article: How do I manage my organisation's HR documents? | HR Employee File.

  1. Review your contract terms carefully.
  2. Click the By Signing and Finalising this Document checkbox to acknowledge you have read, understood, and agreed to your contract terms.
    screenshot of the contract, with a highlight on the checkbox acknowledging the terms on the document
  3. Put your signature on the Sign your signature field.

    Helpful Hint

    To sign, you can:
    • Use your mouse to draw your signature; or
    • Click the  button to upload a photo of your signature. The recommended size for your upload is 300 x 100 pixels.
  4. Click the Sign and Accept button.
    screenshot of the contract, highlighting the signature field and the sign and accept button

    Important

    You can always access your contract once you finish onboarding from the My Documents feature.
Step 3: Enter your personal details
  1. In the Personal Details section, enter the following:
    • Title.
    • Date of birth.
    • Gender.
    • Address Country.
    • Address Line 1.
    • Address Line 2.
    • Suburb.
    • Timezone.
    • Personal Mobile Number.
    screenshot of the screen where you enter your personal details
  2. In the Emergency Contact section, enter the following:
    • Contact name.
    • Daytime contact number.
    • After Hours Number.
    • After Hours Mobile.
    • Relationship.
  3. In the Bank Details section, enter the following:
    • Account Name.
    • BSB.
    • Account Number.
    screenshot of the emergency contact and bank details sections
  4. If there is an Additional Information section, enter the required details.

    Helpful Hint

    If you cannot see the Additional Information section, this means your manager has disabled the feature for you. They can enable it by following this article: How do I customise onboarding and employee file fields via the HR Platform?
  5. Click the Next button.
    screenshot of the additional information section, with a highlight on the save button
Step 4: Enter your tax details
  1. Enter your Tax File Number into the Tax File Number field.

    Helpful Hint

    If you do not have a Tax File Number, you can use the Select drop-down.

  2. In the Are you drop-down, select whether you are:
    • An Australian resident for tax purposes.
    • A foreign resident for tax purposes.
    • A working holiday maker.
  3. Select either Yes or No for the following options:
    • Do you want to claim the tax-free threshold from this payer?
    • Do you have a Higher Education Loan Program (HELP), Student Start-up Loan (SSL) or Trade Support Loan (TSL) debt?
    • Do you have accumulated Financial Supplement debt?
  4. Draw your signature on the Sign your signature field.

    Important

    You can click the Choose File button to import an image of your signature. The recommended file size is 300 x 100 pixels.

  5. Click the Next button.
    screenshot of the page where you fill in your tax details, with a highlight on the next button
Step 5: Set your work eligibility
  1. Select either Yes or No to the question Are you an Australian/New Zealand citizen or an Australian permanent resident?
    screenshot of the work eligibility screen, highlighting the question on citizenship and residency

    Helpful Hint

    • If you answered Yes, jump to 4. Click the Acknowledgement checkbox.
    • If you answered No, continue to the next number normally.
  2. Complete the following fields in the Work Eligibility section:
    • Passport number.
    • Passport expiry date.
    • Country of passport.
    • Visa type.
    • Visa expiry date.
  3. Click the Add document button to upload supporting documents.
    screenshot of the work eligibility screen where you enter your passport and visa details
  4. Click the Acknowledgement checkbox.
  5. Click the Next button. 
    screenshot of the bottom of the work eligibility page, with a highlight on the acknowledgement and the next button
Step 6: Set up your superannuation
  1. Read the important information about nominating a superfund.
    super01.jpg

  2. Select which fund you would like to nominate.

    If we have found one of your existing funds, we will show you those first on the Your existing funds tab; otherwise, you will see these on the Featured funds tab.

    You can also nominate your own fund, your employer's default fund, or your own SMSF on the Other existing funds tab.

    Important

    If an employee selects the Company-Nominated Super Fund option when onboarding, your organisation's payroll admin must manually create the employee's super account.

  3. superupdate01.jpg superupdate02.jpg superupdate03.jpg
  4. Complete the digital choice form. This tells your employer which fund to send their superannuation contributions to

    • a) Review your fund details and supply and additional information. This information will be used to complete sections B, C or D of the Standard Choice Form depending on which type of fund you nominated.
      super03.jpg
    • b) Review your name and if you would like to include your Tax File number on your choice form. This information will be used to complete section A of the Standard Choice Form.
      Note: If you provided your TFN to your employer using the Tax Declaration Form, and they make a superannuation contribution to your super fund on your behalf, they are required to give your TFN to your super fund.
      super04.jpg
    • c) Confirm your nomination. This is equivalent to signing the choice form.
      super05.jpg
    • d) Success. You have nominated your super fund. You can choose to download an ATO Standard Choice Form, which has been completed with your supplied details. This can also be downloaded form your employee profile.
      super06.jpg
  5. Click the Continue button.

If you are unable to find your pre-filled super details, go back to the main super selection screen and click Other Existing Funds. Ensure that you select the fund name entered by your employer and click Nominate to proceed.

Step 7: Upload required certifications
  1. Click the Actions button for the certification you want to update.
  2. Click the Edit button.
    screenshot of the certifications page, with a highlight on the actions and edit buttons
  3. Complete the required fields.

    Helpful Hint

    Some certifications may require you to upload a supporting document. The maximum uploaded file size allowed is 10Mb.
  4. Click the Save button.
    screenshot of the modal where you can update your certification, with a highlight on the save button

    Helpful Hint

    Do steps 1-4 for each certification you need to update. The status of each certification will go from Outstanding to In Review or Active after you successfully update them.
  5. Click the Next button.
    screenshot of the certifications page, with a highlight on the next button
Step 8: Disclose medical conditions
  1. Select Yes or No to the question 'Do you have, or suffer from any pre-existing injury, illness, medical condition or allergy, which may impact on your ability to safely perform the inherent requirements of your role?'
    screenshot of the medical disclosure statement page, highlighting the question on medical conditions

    Helpful Hint

    • If you answered No, click the Next button and continue to Step 9: See an introduction to benefits.
    • If you answered Yes, then continue to the next number normally.
  2. Enter the Nature of injury/medical condition.
  3. Select Yes or No regarding medical clearance to work.
  4. Enter your Current work restrictions
  5. Click the Next button.
    screenshot of the medical disclosure statement page, with a highlight on the next button
Step 9: See an introduction to benefits

Helpful Hint

You will now see a short introduction to the benefits you can enjoy when using the Employment Hero Work app.

  1. Click the Done button to proceed to your organisation's dashboard.
    screenshot of the introduction to benefits page, with a highlight on the done button

    Helpful Hint

    You can also click the Learn More button to see more information about the Employment Hero Work app.

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