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Onboard to Employment Hero Work or Employment Hero as a new employee

Naomi
Updated

Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access level: Employee

Employment Hero and super-app Employment Hero Work (EH Work) make setting up your Employment Hero profile a breeze by breaking it down into easy-to-complete tasks. 

It involves filling in your personal information such as your address, bank account information, tax details and pension plan details. The steps in this article will show you how to complete your Employment Hero profile on a computer.

Important

If you would like to learn how to onboard with the EH Work app, please refer to this article. 

How to onboard on your phone via EH Work

Step 1: Download the EH Work app
  1. You will be sent an email with a link inviting you to the platform.
  2. Click the Join now button in the email.
  3. This will open a new tab with a QR code. Scan the QR code with your camera.
  4. This will open the EH Work page in your phone's app store OR if you have already downloaded the EH Work app, it​ will open the app.
  5. Once EH Work has been downloaded onto your device, you are ready to create your account.
  6. You can select from either Onboard via the in-app browser or Onboard via desktop.
Step 2: Create your account
  1. Type your chosen password on the Password field.
  2. Select Onboard via the in-app browser.
  3. Click the Set Password button.
  4. Set a passcode.

  5. Your contract will appear the first time you log in.

    Important

    If you cannot see your contract, this means your manager has decided to onboard you without it. They can issue your contract at any point after you finish your onboarding process. For advice, they can refer to this article: How do I manage my organization's HR documents?

  6. Review your contract terms carefully.
  7. Click the By Signing and Finalizing this Document checkbox to acknowledge that you have read, understood, and agreed to your contract terms.
     

Helpful Hint

If you enter your email address into EH Work without having set up a password, this will trigger a new email to be sent to your registered email address, which will prompt you to set up your password so that you can log in to EH Work.

How to onboard on a computer via Employment Hero

Step 1: Set your password

Important

Your invitation link to join the platform expires after 72 hours. Your manager can resend a link if your invitation expires. 

  1. You will be sent an invitation link to onboard to fill in all your details.
  2. Open the invitation email.
  3. Click the Join Now button.
  4. You will need your phone for this step. After clicking the Join Now button, a new tab will open with a QR code. Scan the QR code with your phone camera.
  5. This will open the EH Work page in your phone's app store OR if you have already downloaded the EH Work app, it​ will open the app.
  6. Once EH Work has been downloaded onto your device, you are ready to create your account.
  7. Click the Set Password button.
     
Step 2: Sign your contract

Important

If you cannot see your contract, this means your manager has decided to onboard to the platform without it. They can always issue your contract at any point after you finish your onboarding process. To do so, they can refer to this article: How do I manage my organization's HR documents?

  1. Review your contract terms carefully.
  2. Click the By Signing and Finalising this Document checkbox to acknowledge you have read, understood, and agreed to your contract terms.

  3. Put your signature on the Sign your signature field.

    Helpful Hint

    To sign, you can:

    • Use your mouse to draw your signature; or
    • Click the  button to upload a photo of your signature. The recommended size for your upload is 300 x 100 pixels.

  4. Click the Sign and Accept button.

    Important

    You can always access your contract once you finish onboarding from the My Documents feature.

Step 3: Enter your personal details
  1. In the Personal Details section, enter the following:
    • Title.
    • Date of birth.
    • Gender.
    • Address Country.
    • Residential postcode (optional). 
    • Residential Address.
    • City/Town.
    • County.
    • Postcode.
    • Time zone.
    • Personal Mobile Number.
  2. In the Emergency Contact section, enter the following:
    • Contact Name.
    • Daytime Contact Number.
    • After Hours Number.
    • After Hours Mobile.
    • Relationship.
  3. In the Bank Details section, enter the following:
    • Account Type
    • Account Name.
    • Account Number.
    • Sort code.
    • Roll number (optional).

  4. If there is an Additional Information section, enter the required details.

    Helpful Hint

    If you cannot see the Additional Information section, this means your manager has disabled the feature for you. They can enable it by following this article: How do I customize onboarding and employee file fields?

  5. Click the Next button.
     
Step 4: Enter your tax and canada pension plan (CPP) and employment insurance (EI) details

Helpful Hint

If you are a new employee, choose whether to select the Do you have a Record of Employment (ROE) Form tick box. If you select this field, the Record of Employment (ROE) form will now show on your onboarding schedule.

  1.  In the Tax and canada pension plan (CPP) and employment insurance (EI) Details section, enter the following:

    • Do you have a Record of Employment (ROE) form.

      Important

      If you click the Do you have a Record of Employment (ROE) form? checkbox, the Previous Employer (P45) section will appear at the bottom of the page. If you do not have a Record of Employment (ROE) form, you can leave the checkbox unticked.

    • Payroll ID.
    • Employee statement.
    • Has student loan.
    • Has post grad load.
  2. In the canada pension plan (CPP) and employment insurance (EI) Details section, enter the following:
    • social insurance number (SIN).
    • National insurance category.
    • Company director.

  3. In the Previous Employer (P45) section, complete the following:

    • Employee PAYE reference.
    • Leaving date.
    • Student Loan deductions to continue.
    • Tax code at leaving date.
    • Total pay to date.
    • Total tax to date.
    • Upload P45.

    Important

    The Previous Employer (P45) section will only appear if you clicked the Do you have a Record of Employment (ROE) form? checkbox in the Tax and Canada Pension Plan (CPP) and Employment Insurance (EI) Details section.

  4. Click the Next button.
     
Step 5: Set your certifications
  1. Select the Compliance menu
  2. Select Certifications
  3. Click Add Certifications

  4. Fill out the options: 

    Certification name.

    Certification type (Review this carefully; it cannot be changed once created).
    Assign to (Optional).
    Description (Optional)
    Additional information (Optional)
  5. Click on the next page
  6. You must indicate if this certification is mandatory. This setting cannot be changed once created. This cannot be changed once created. Mandatory certifications trigger weekly emails to assignees until completed. If certifications are part of your Employment Hero onboarding, new employees will also be required to update mandatory certifications before completing onboarding.
  7. Set how often the certification needs to be renewed

  8. Advanced options. 

    You can further customize this certification by selecting the following options:

    Require the personnel to provide supporting documentation?

    Is approval required?

    Restrict security groups from accessing this certification on the assignee files

    Add a question regarding previous driving offences

    Add certification number
     

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