1. You will receive an email that contains a link to the Employee Self Setup Wizard.
2. Click on Setup my employee file.
3. You are then taken to the Personal Details page.

1. On the Personal Details page some details are pre-populated according to what your employer has entered for you.  You can now fill in the remaining fields:

• Title
• First name
• Middle name
• Surname
• Date of Birth
• Gender
• Residential Address (To pre-fill an address, start typing the address and click on a suggestion. or 'Can't find your address above?' option from the address dropdown field)
• Postal Address is same as residential
• Email
• Mobile Phone
• Use my personal details to find existing superfunds: Yes/No

2. Click Next step.
   

1. The next page of the setup process is Banking Details. You can add multiple bank accounts and select how much pay goes into each account.

   Enter your account details:

• Account name
• Sort Code
• Account Number
• Roll Number (optional)
• Pay into this account: select from:
• The entire amount;
• A specified amount;
• A percentage of their pay

2. There is a delete option and also a button to add another account for splitting your pay between multiple accounts. 
   

National Insurance number details and tax code if known should be completed and the employee statement declaration on this page.

1. You will be asked to enter the following:

• Are you male or female?
• National Insurance number (if known)
• Employment Start Date
• Do you have a P45 from your last employer, for the current tax year? Yes/No?
• Employment statement
• Taxcode (if known)
• Do you have a student loan that is not fully repaid and you completed or left your full-time course before the start of the current tax year, which started on 6 April? Yes/No
• If yes, Are you repaying you Student Loan direct to the Student Loan company? Yes/No?
• What type of Student loan do you have? Plan 1/2/4 or Post grad loan?

2. Select Add later or Next Step
   

1. Here you are asked to enter the details of your emergency contact. 

• Emergency Contact Details:
• Name
• Contact number
• Address
• Relationship to you
• Alternate Contact number
• Secondary Emergency Contact Details:
• Name
• Contact number
• Address
• Relationship to you
• Alternate Contact number 

2. Click Finish.
   

Once the employee has clicked 'Finish' the system will remind them of any steps that have not been completed.

If at any stage the employee has skipped a step, the system will provide a link at the end that will take them back to the incomplete page.

Alternatively, the employee can continue to access the self setup via the original link in their email. Until they complete all steps of the self setup, they will continue to receive reminder notification emails. The frequency of these emails will depend on what was configured when the employee self setup was first initiated. 
Once the employee has finished the self setup process, they can select the Click here button to finish the process.