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      1. Bookkeeping Knowledge Base
      2. Payroll/HR

      Onboarding a new employee

      A safe, secure and efficient employee onboarding system that eliminates paper forms, email and text messages.

      Requesting an onboarding email to be sent to new employee

      To onboard a new employee simply complete this form and we will do the rest. Information that you will be required to provide includes:

      • Employees Name
      • Employee's personal email address
      • Position/job title
      • Employment Agreement (if you have it)
      • If you don't have a signed employment agreement, you will need to provide the following details

      Next Steps

      Once we receive the request to onboard a new employee your bookkeeper will prepare an prepare an invoice for you and will then commence the onboading process.

      They will:

      • Send your new employee a secure link requesting personal details, including:
        • Their personal details, including:
          • Confirmation of Name
          • Confirmation of email address
          • Address
          • Phone number
        • Bank Account details
      • They will be required to complete the following documents 
        • A Tax File Number Declaration form
        • A Super Choice form
        • An authority to email payslips
      • They will also receive the following compliance documents:
        • Fair Work Information Statement
        • Casual Employee Information Statement (if a casual employee)
      • Depending on your needs we can also include the following:
        • Acceptance and signing of an employment agreement
        • Acceptance and signing of an position description
        • Acceptance and signing of an employee handbook
        • ID verification
        • The requirement to upload certifications such as RSA's, qualifications, trade certifications
        • Any other documents that you need provided and/or signed

      Note: The new employee will not be entered into the payroll system until all of this information is provided. This means that they cannot be paid until all documents are returns

      Below is an overview of the standard onboarding process:

      Employee Onboarding Process

      The onboarding process can be tailored to your needs. So, if you have any specific information that you would like to collect from new employees (including data, certifications, qualifications, etc), let us know.