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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 in QuickBooks Advanced Payroll.

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.

Enter your personal details

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

  1. Name
  2. Date of birth
  3. Address
  4. Bank details. You are able to add multiple bank accounts
  5. P45 starter details. You can submit your National Insurance number and tax code (if known) and complete the employee statement declaration on this page.
  6. 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.

Make sure all the details you have entered are correct before hitting Finish as any changes to your details will need to be made by your employer, or through the employee portal (if you have been given access).

Click Finish to complete setup.

Once setup is complete, 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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