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Employee Self Setup in QuickBooks Online Advanced Payroll

As a new employee, you are now able to be part of the setup process with the introduction of an employee self setup.

This process will be started by your employer or payroll administrator after in which you will receive an email with a link to the Employee Self Setup wizard.

There are six steps you will be required to fill out to start the process.

Personal Details

  • Name
  • Date of birth
  • Address

Some of this information will be pre-populated from the initiation process performed earlier by the employer.

Bank Details

You are able to add multiple bank accounts

P45 Starter Details

You can submit your national insurnace number and tax code if known and complete the employee statement declaration on this page.

Emergency Contacts

If your employer has requested that emergency contacts be added as part of the employee setup, you will be required to fill them out.

Once you click Finish, the setup is complete.



Please note that once you finish the process, you are not able to come back and make changes. The process is closed and further changes must be made through your employer or your employee portal(if you have been given access).



Now that they employee setup has been completed, an email will be sent to all payroll admins that are registered to receive self setup emails. The employer will be able to view the new employee information. Once it has been reviewed and adds other required information, you - the employee, will be available for future pay runs.



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