QuickBooks HelpQuickBooksHelpIntuit

Start the employee self setup (ESS) process with QuickBooks Payroll powered by Employment Hero

by Intuit•4• Updated 3 weeks ago

The Employee Self service feature streamlines the onboarding process.

  • Employees can manage their own personal, banking, superannuation and tax information with ease.
  • Employers can also monitor an employee’s self service progress directly from the payroll dashboard, ensuring full visibility
  • Employees to choose their own superannuation fund, improving the fund selection experience and increasing compliance

Getting started

  1. On your dashboard, click the Start Employee Self Setup button. If you can only see "Add Employee," click the downward arrow button beside it. Then, click Start Employee Self Setup.
[object Object]
  1. Enter the following details for the employee:
    • First Name.
    • Surname.
    • Email Address.
    • Mobile Number.
    • Qualifications Required.
    • Emergency Contacts Required.
    • Employee self setup notification neminder.
  2. Click the Save button. Clicking the Save button will prompt an email to be sent to the employee. It will contain instructions on how they can complete onboarding.
[object Object]
  1. On your dashboard, click the downward arrow button beside "Add Employees" or "Start Employee Self Setup."
  2. Click Import Self Setup Employees.
[object Object]
Important
If you already have a file containing the details of the employees, please go straight to step 8 here.
  1. Click the small Export button.
  2. Click the Download button to download our template.
  3. Open the file on your computer and fill in the correct details.
  4. Make sure to save the changes you made.
  5. Go back to the payroll platform and click the Import button.
  6. Click the Select File button.
[object Object]
  1. Choose the file you edited.
  2. Click the Confirm Upload button.
[object Object]
  1. Click the OK button.
[object Object]

If there are any import errors will appear on this screen.

If the import is successful, it will prompt an email to be sent to the employees. The email will contain instructions on how they can complete onboarding.

How will I know if employees have completed their setup?

You will receive an email once employees have completed their setup. From there, you will be able to review and complete the process so you are ready for your next pay run.

Content sourced from Employment Hero

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start