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 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.
   

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
• Account Number
• Branch Code
• 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 dollar 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.

Here you are asked to enter your Kiwi Saver preferences.

1. First, you are reminded: It is important that you read the 'Your introduction to KiwiSaver - employee information (KS3) factsheet here.
2. Enrolment Option

• Automatically Enrol
• Opt-Out
• Savings Suspension

This will default to Automatically Enrol as a new employee. if you choose Opt-Out or Savings Suspension, you must have completed the relevant IRD forms and provide the relevant documentation to your Employer.

3. Your Contribution: Select the KiwiSaver contribution percentage you would like to contribute. The options are 3%, 4%, 6%, 8%, or 10%.
   Note: It is your employer's obligation to contribute at least 3% into your KiwiSaver. Discuss with your employer regarding the employer contribution amount.
4. Select Add Later or Next Step.
   

Here you provide your tax code declaration details.

• IRD Number: This is an 8 or 9-digit unique identifier 8 If you do not know this number or are currently applying for an IRD number, enter 000000000 as an interim number.
• Tax Code: This is your tax code. The options are:
• Primary Income - M, ME, M SL, ME SL
• Secondary Income - S, SH, SB, S SL, SH SL, SB SL, SA, SA SL
• Please see here for clarification of the ACC earners levy and SA, SA SL tax codes.
• Other Income - NSW, CAE, EDW, STC
• Non Disclosed - ND
  

• 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 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.