How to download a copy of Self-Onboarded Employee Details

Hi All,

 

As an employer, if you are looking for an option to download the employee details after the Self-onboarding process, follow these steps;

 

Navigate to 

         Employee Profile tab you'll see their personal and contact details

• on the Card Details tab > Notes field you'll see their emergency contact details.
• on the Payroll Details tab > Personal Details tab you'll see their personal employee information
• on the Payroll Details tab > Superannuation tab you'll see their chosen super fund details
• on the Payroll Details tab > Taxes tab you'll see their tax file number and tax table (used to calculate the right amount on their pay)
• on the Payment Details tab you'll see their bank details

Download a PDF of the employee's submitted details

If you'd like to retain a record of what the employee submitted, you can download a PDF:

1. Go to the Card File command centre > Cards List > Employee tab.
2. Click the blue zoom arrow to open the new employee's card.
3. Click the Payroll Details tab.
4. Click View PDF. The PDF opens in your default PDF viewer where you can print or save it.

Download a PDF of the employee's submitted details

If you'd like to retain a record of what the employee submitted, you can download a PDF:

1. Go to the Card File command centre > Cards List > Employee tab.
2. Click the blue zoom  arrow to open the new employee's card.
3. Click the Payroll Details tab.
4. Click View PDF. The PDF opens in your default PDF viewer where you can print or save it.

 

Cheers

Priya Selvaraj