Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access level: Employee
Employment Hero and super-app Swag 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 pension details. The steps in this article will show you how to complete your Employment Hero profile via Swag, or on a computer.
Interactive learning
How to onboard on your phone via Swag
- You will be sent an email with a link inviting you to the platform.
- Click the Join now button in the email.
- This will open a new tab with a QR code. Scan the QR code with your camera.
- This will open the Swag page in your phone's app store OR if you have already downloaded the Swag app, it will open the app.
- Once Swag has been downloaded onto your device, you are ready to create your account.
- You can select from either Onboard via the in-app browser or Onboard via desktop.
- Type your chosen password on the Password field.
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Select Onboard via the in-app browser.
- Click the Set Password button.
- Set a passcode.
- Your contract will appear the first time you log in.
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?
- Review your contract terms carefully.
- Click the By Signing and Finalising this Document checkbox to acknowledge you have read, understood, and agreed to your contract terms.
Helpful Hint
If you enter your email address into Swag without having set up a password, this will trigger a new email to be sent to your registered email address, which will prompt you to set up your password so that you can log in to Swag.
How to onboard on a computer via Employment Hero
Important
Your invitation link to join the platform expires after 72 hours. Your manager can resend a link if your invitation expires. For help, they can refer to this article: How do I invite my employees to the Employment Hero platform?
- You will be sent an invitation link to onboard to fill in all your details.
- Open the invitation email.
- Click the Join Now button.
- You will need your phone for this step. After clicking the Join Now button, a new tab will open with a QR code. Scan the QR code with your phone camera.
- This will open the Swag page in your phone's app store OR if you have already downloaded the Swag app, it will open the app.
- Once Swag has been downloaded onto your device, you are ready to create your account.
- Click the Set Password button.
Important
If you cannot see your contract, this means your manager has decided to onboard to the platform without it. They can always issue your contract at any point after you finish your onboarding process. To do so, they can refer to this article: How do I manage my organisation's HR documents?
- Review your contract terms carefully.
- Click the By Signing and Finalising this Document checkbox to acknowledge you have read, understood, and agreed to your contract terms.
- 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.
- Click the Sign and Accept button.
Important
You can always access your contract once you finish onboarding from the My Documents feature.
- In the Personal Details section, enter the following:
- Title.
- Date of birth.
- Gender.
- Address Country.
- Address Line 1.
- Address Line 2.
- City/Town.
- County.
- Postcode.
- Time zone.
- Personal Mobile Number.
- In the Emergency Contact section, enter the following:
- Contact Name.
- Daytime Contact Number.
- After Hours Number.
- After Hours Mobile.
- Relationship.
- In the Bank Details section, enter the following:
- Account Name.
- Account Number.
- Sort code.
- Roll number.
- 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? - Click the Next button.
Helpful Hint
If you are a new employee, choose whether to select the Do you have a P45 Form tick box. If you select this field, the P45 form will now show on your onboarding screen.
- In the Tax and NI Details section, enter the following:
- Do you have a P45 form.
Important
If you click the Do you have a P45 form? checkbox, the Previous Employer (P45) section will appear at the bottom of the page. If you do not have a P45 form, you can leave the checkbox unticked.
- Payroll ID.
- Employee statement.
- Has student loan.
- Has post grad load.
- Do you have a P45 form.
- In the National Insurance Details section, enter the following:
- National insurance number (NINO).
- National insurance category.
- Company director.
- In the Previous Employer (P45) section, complete the following:
- Employee PAYE reference.
- Leaving date.
- Student Loan deductions to continue.
- Tax code at leaving date.
- Total pay to date.
- Total tax to date.
- Upload P45.
Important
The Previous Employer (P45) section will only appear if you clicked the Do you have a P45 form? checkbox in the Tax and NI Details section.
- Click the Next button.
- Select either Yes or No to the question Are you a United Kingdom citizen or a United Kingdom permanent resident?
Helpful Hint
- If you answered Yes, jump to 4. Click the Acknowledgement checkbox.
- If you answered No, continue to the next number normally.
- Complete the following fields in the Work Eligibility section:
- Passport number.
- Passport expiry date.
- Country of passport.
- Visa type.
- Visa start date.
- Visa expiry date.
- Click the Add document button to upload supporting documents.
- Click the Acknowledgement checkbox.
- Click the Next button.
- Click the Actions button for the certification you want to update.
- Click the Edit button.
- Complete the required fields.
Helpful Hint
Some certifications may require you to upload a supporting document. The maximum uploaded file size allowed is 10Mb. - Click 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. - Click the Next button.
- 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?'
Helpful Hint
- If you answered No, click the Finish button to proceed to your organisation's dashboard.
- If you answered Yes, then continue to the next number normally.
- Enter the Nature of injury/medical condition.
- Select Yes or No regarding medical clearance to work.
- Enter your Current work restrictions.
- Click the Finish button.
Explore similar topics
- How do I complete an employee happiness survey? This article describes how to complete an employee happiness survey
- How do I give a shout-out? This feature allows you to shout out a co-worker on the company feed for helping you out with your role or a project.
Comments
I wanna add my national insurance number but i can not find anywhere on my swag account to add it,please guide me
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