Self- 0nboarding form

Question

How can an error made by employee in the self-onboarding form be corrected?

itaimyob · Accepted Answer

Hi There.
&nbsp;
You can simply update the incorrect entry directly in MYOB if it has already been submitted by the employee.
Alternatively, from the AccountRight desktop app, if you'd like the employee to update it themselves, you can send a review request to the employee with the instructions here:&nbsp;Getting employees to check their details (myob.com).
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Regards
&nbsp;
Itai

cf22 · Answer

The request to check details has been sent to an employee to update their TFN Declaration details, but there is no "Tax Details" tab showing for them to update - there are only 5 tabs available to update details (excluding Benefits tab).&nbsp; Why is it missing?&nbsp;

shella_a · Answer

Hi CF22,
&nbsp;
Thank you for your post, and welcome to the Community Forum.
&nbsp;
My apologies for the late reply. MYOB's Employee Onboarding feature, which includes Single Touch Payroll (STP) reporting, typically captures and stores TFN declarations electronically. While the exact location and method may vary depending on the MYOB software version and setup, you can generally find these completed TFN declarations in your employee records or within the STP reporting system.
&nbsp;
Here's a general guide on how to locate them:

Log in to MYOB. Access your MYOB account using your credentials.
 Access Employee Records: Navigate to the section or module where you manage your employees. This could be labeled as "Employee Records," "Employee Management," or similar.
 Select Employee: Choose the specific employee for whom you want to access the TFN declaration.
 View Employee Details: Within the employee's profile or details, you should find a section related to tax or TFN information. This is where you typically locate the TFN declaration.
 Review Documents: Look for an option like "Tax Documents," "Tax Declaration," or "TFN Declaration." This is where you may find the completed TFN declaration form.
 Store securely: Ensure that you securely store the TFN declaration as required by the ATO for your records.

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Do let us know how it goes.
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Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
&nbsp;
&nbsp;
Kind regards,
Shella

cf22 · Answer

Hi&nbsp;Shella_A&nbsp;Thank you for the details.&nbsp;I was referring to what the employee sees when sending the Flare HR link to update their details. &nbsp;Whilst the MYOB help information shows various tabs, of those available our employees cannot see the 'Tax Details' tab to update these details.&nbsp;

itaimyob · Answer

Hi&nbsp;CF22&nbsp;
&nbsp;
Apologies for being late to the party on this one.&nbsp;
In some situations, particular screens in the update flow are not shown to the employee. You can see a note on this page, Getting employees to check their details (myob.com), which says: "The employee might not be shown some of the tabs you see below depending on the information they need to complete. For example, if you've set the employee's payment method to cash or cheque in MYOB, they won't be shown the&nbsp;Bank details&nbsp;tab. Similarly, if you've already entered a tax file number for them, the&nbsp;Tax details&nbsp;tab won't be shown."
&nbsp;
A remedy for you in this scenario would simply be to remove the TFN from the employees record prior to sending out the information request. This will trigger the TFN declaration step in the information request and the employee can then fill in the appropriate updates.
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I hope this helps.
Regards
Itai

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Self- 0nboarding form

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