1. You will receive an email that contains a link to the Employee Self Setup Wizard.
2. Access the email and click where it says Setup my employee file.
   
   You will now be taken to the Personal Details page.
   
   

Note: On this Personal Details page, some details will be pre-populated according to what your employer has entered for you.

1. Fill in the following remaining fields:

• Title
• First name
• Middle name
• Surname
• Date of Birth
• Gender
• Residential Address
• Postal Address
  • Tip: To pre-fill addresses, start typing the address and click the relevant suggestion when it appears. Otherwise, click the 'Can't find your address above?' option from the address dropdown field.
• Email
• Mobile Phone
• Use my personal details to find existing superfunds
  
  • Under this field, you need to click the button beside either 'Yes' or 'No' depending on your preference.

2. Click Next step.
   

At this stage of the ESS process, you can add multiple bank accounts and select how much pay goes into each account.

To complete the Banking Details page, enter your account details in the the following fields:

• Account name
• Sort Code
• Account Number
• Roll Number (optional)
• Pay into this account
  
  From this field, select one of the following three options depending on your needs and preferences:
  
  
  • 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. 
   

Note: This page is where you should enter your National Insurance number and tax code (if you know them), as well as the employee statement declaration.

1. Enter the required information into the following fields:

• 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. Depending on if you need to return to this process or are ready for the next step, click either Add later or Next Step.
   

1. Enter the details of your emergency contacts (primary and secondary) by using the following fields:

• 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 flag 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 by clicking 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 (ESS) process was first started.

Once the employee has finished the self-setup process, they can select the Click here button to finish the process.