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 already entered for you.

1. Fill in the 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 information and tax 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.
   

Employees select the applicable married status from the drop-down box, and then enter the number of dependants. If the employee is married, they'll need to enter their spouse's name and identity card number if the spouse is a resident. If the spouse is not a resident, they will need to enter the spouse's passport number. This is used for reporting purposes.

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
  
  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

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

• ITN / TRN: (required). This field is immediately validated and you will only be able to proceed if the number is correct. 
• Nationality: Select the applicable nationality from the drop-down box.
• Residence status: The residence status is a drop-down field and allows you to select 'resident' or 'non resident'.
  
  Note: This setting will impact the employee's tax calculations.
  
  Tip: To view additional information about residence status, hover your cursor over the tooltip.
  
  The following residence status/types are available (Note: The entry you choose to add to the 'worker status' field will impact the employee's tax rate):
  
  
  • Non resident > Non Malaysian: In this instance, the employee's passport number and passport issuing country are required fields. The SSFW (Social Security Foreign Worker number) is also required. 
  • Non resident > Malaysian: In this instance, the employee's identity card number is a required field.
  • Resident > Malaysian: In this instance, the employee's identity card number is required. The worker status field lets you select between the following options: Normal, Returning Expert Program, or Knowledge Worker.
  • Resident > Non Malaysian: In this instance, the employee's passport number and passport issuing country are required fields. The SSFW (Social Security Foreign Worker) number is also required. The worker status field lets you select between the following options: Normal, Returning Expert Program, and Knowledge Worker.
  • Resident > Permanent resident of Malaysia: In this instance, the employee's identity card number is a required field. The worker status lets you select between the following options: Normal, Returning Expert Program, and Knowledge Worker.
• EPF Number: This field is optional for reporting purposes.
• EPF rate: As of 1 July 2022, this field has been set to 'view only' because the previously reduced EPF rate of 9% has since been adjusted back to the original rate. Accordingly, the system will default to 'Automatic - Default EPF Rate', meaning the original rate of 11% will apply.
• SOCSO: The options here will depend on the employee's residence status and residence type settings. If they are a resident or permanent resident, you will be able to select the following:
  • Employment injury scheme
  • Employment injury and invalidity scheme

Here you will be asked to add any qualifications required by the employer.

• If qualifications are listed here, it is because the employee’s organisation has added them. A toggle will appear beside each qualification. Simply click the toggle next to the qualification(s) you wish to display, and it will be added to the employee profile.

• If you choose to add the available qualification(s), you can then click the 'Does not expire' dropdown and select an expiry date if applicable. You can also click 'Upload document' and add a reference or other relevant attachment.

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 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.