What does an employee need to complete when using the on-boarding tool?

After receiving the welcome email, an employee is required to click the Start your on-boarding link in the email or directly access www.employerstarter.com.au.
If the employee has not previously logged into the Employee Portal, the Employee on-boarding screen displays with the employee’s email pre-filled.  If they have previously set a password and logged in, the Employee login screen displays and they can then complete any necessary information.

NOTE: An incorrect email and date of birth combination will result in an employee being locked out of the Employee Portal. However, a self serve button will enable them to unlock their account providing they have access to the registered email address.

After setting their password, the employee is required to agree with the Terms and Conditions, which they are able to download as a PDF and read carefully.

After the employee selects the I agree with… check box and clicks Agree & continue, the Employee on-boarding screen opens and the process begins.

If the employee accesses the Portal from another device or browser, they will be required to enter a validation code to verify their identity.

On-boarding process
To complete the on-boarding process, the employee must work through five steps:

No	Step	Description
1	Your details	The employee must enter their date of birth, select their gender, enter their contact details and their emergency contact’s details.
2	Tax File Number	The employee must enter their TFN, select their tax residential status, indicate whether they want to claim the tax free threshold and whether they have a government debt.
3	Financial details	The employee must enter their bank account details for payments.
4	Super selection	The Employee Portal checks whether the employee already has an existing super fund, and if so, displays the fund details. If the employee has not been identified as having an existing super fund, they can select the employer default super fund or nominate any other APRA super fund. If the employee has a self managed super fund they can enter the fund details. The employee can also elect not to nominate a super fund and request that you check with the ATO for a 'stapled super account' into which contributions will be paid. If a stapled account does not exist, you may make the employee a member of your default super fund. NOTE: An employee can select another super fund at anytime, including after the initial payroll run. If an employee changes their fund, an email is automatically sent to the employer advising of the change.
5	Summary	The employee checks that all the details are correct and if necessary, makes any corrections. After the employee submits their on-boarding information: • The employee’s choice of super fund is automatically updated in the EmployerPay Portal. • If the employer has selected a fund that they were not already a member of, a Member Registration Request is issued to the selected super fund. • The Employee login screen displays. From this point onwards, this screen displays each time the employee accesses the Employee Portal.

After the employee submits their onboarding information:
• The employee’s choice of super fund is automatically updated in the EmployerPay Portal.
• If the employer has selected a fund that they were not already a member of, a Member Registration Request is issued to the selected super fund.
• The Employee login screen displays. From this point onwards, this screen displays each time the employee accesses the Employee Portal.