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Employee Self Setup in QuickBooks Online Advanced Payroll and QuickBooks Bureau Payroll

SOLVEDby QuickBooks4Updated March 12, 2024

The Employee Self Setup feature lets new employees enter their personal details, like their name, address and bank information. This makes it easier for employees set up and manage their payroll information.

This article will cover how to:

  1. Receive an invite
  2. Enter your personal details
  3. Review and finish

1. Receive an invite

To get started with the Employee Self Setup feature, your employer or payroll administrator will send an invitation to you.

This invitation will be sent to you via email which will include a special link to access the setup wizard. 

The setup process consists of six steps that you need to complete in order to set up your payroll information successfully.

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2. Enter your details

The employee will be prompted to enter their personal information. Don't worry, some details may already be pre-filled based on the information provided during the initiation process. The required information includes:

  • Name
  • Date of birth
  • Bank details (you can add multiple banks accounts)
  • P45 starter details
  • National Insurance number and tax code (if known)
  • Employee statement declaration
  • Emergency contacts

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3. Review and finish

Take a moment to review all the details you've entered. It's important to make sure everything is accurate, as any changes to your information will need to be made by your employer or through the employee portal (if applicable).

Once you're done, select Finish.

After completing the setup, an email will be sent to all registered payroll admins, letting them know that the self setup process has been successfully completed.

Your employer will review the information provided and add any additional required details. Once this is done, you'll be all set for future pay runs.

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