If you’ve been set up as a new PAYG employee in an Australian portal, you’ll be taken through a guided onboarding process after you have accepted the consent and compliance documents assigned to you in your portal.
Once you’ve completed the onboarding wizard, any changes to your details can be entered directly in the relevant section of your Profile tab.
NOTE: The onboarding wizard is only visible to new PAYG employees set up after this functionality was released into your portal (between May and June 2022), so if your profile was set up before this, or if you’re an ABN Contractor, or you’re an employee in a non-AU region, you’ll be able to enter and update your personal details in the relevant sections of your Profile tab instead.
Complete your Onboarding with the Wizard
The onboarding wizard will present you with four screens, each mirroring a section of your Profile tab. The information that you enter in these screens will be saved to your profile.
You may not see all these screens during the onboarding process, as any information that has been entered prior to your onboarding doesn’t need to be re-entered. This may happen if your agency or employer enters some details on your behalf before they send you your New User email.
You’ll have the option to skip each of the four screens, and will be able to continue with your portal session. For each subsequent login, if the mandatory information has not been entered in your profile, you will see the relevant onboarding screen until the required details are provided..
The Personal Details screen is the first onboarding screen, used to collect your personal and contact information.
When completing your Personal Details, the following Contact Details fields are required:
- Date of birth
- Mobile number
- Phone number
- Street address
Personal Details Validation
Once you have entered your Personal Details, clicking Next will validate all the completed fields and save the information you have provided to your profile. Please note that if there are any errors or incomplete mandatory fields, the data will not be saved. You will need to amend the errors and then click Next again to re-validate and save your data.
Some portals may also require the Emergency Contact fields to be completed. If this is the case for your portal, you’ll receive an error underneath any mandatory fields in the Emergency Contact section.
If you receive an error message saying: ‘An error has occurred in processing your onboarding, please click here to go to your Profile page to complete onboarding’, please click the link to be redirected to your Profile tab and enter your details here.
The Personal Details screen includes an option to Skip Onboard, which allows you to skip the entire onboarding process for your current session. If any information has been entered in the Personal Details fields, you will be prompted to confirm that you would like to leave the page with unsaved changed.
On your next login, if mandatory details have not been provided, you will be taken through the onboarding process again.
Tax File Number Declaration
The Tax File Number (TFN) declaration screen is where you can record your tax details, which will be used to determine how tax is calculated when you are included in a pay run.
For more information on how to complete the questions in the TFN declaration, please refer to this Help Centre article. A link to the article can also be found in the top right corner of the TFN Declaration onboarding screen.
Clicking Next will validate the completed fields in your TFN declaration and save the information provided. If there are any errors, the data will not save, so you will need to resolve the errors then click Next again.
To move past this page for your current session, click Skip. The TFN declaration screen will appear in the Onboard tab on your next login if it is still incomplete.
The Super screen allows you to nominate the superannuation fund that your contributions are paid into. The screen you see will depend on whether you have ticked the Flare checkbox when you reviewed the Astute Payroll Terms and Conditions:
- If you have opted in to Flare, you can use the Flare wizard to nominate your super fund.
- If you have not opted in to Flare, you can nominate your super fund by following the steps in this article.
Please note that the Next button will not activate until your superannuation details have been entered.
To move past the Superannuation page for your current sessions, click Skip. This screen will appear in the Onboard tab on your next login if it is still incomplete.
IMPORTANT: The onboarding screen for Superannuation is not compatible with Google Chrome on mobile devices. If you use Chrome on your mobile, please click the link in the warning banner to be taken to your dashboard. You’ll be able to resume onboarding on your next login from a compatible browser.
The Bank Details screen records the bank account that you will be paid into. If your employer or agency allows it, you may have the option to nominate multiple bank accounts and to split your pay between accounts.
The Primary bank account name, BSB and account number are mandatory fields. If this is the only account provided, your entire pay will be deposited into this account.
If you have the option to enter additional bank details, you’ll also need to nominate a Deposit Type (Percentage or Dollar Amount) and a Deposit Amount. These values determine how much of your total net pay is deposited into your additional bank account.
- if your total net pay is $1000, and you have a Deposit Type of Dollar Amount and a Deposit amount of 300, then the $300 would be deposited into your additional account with the remaining $700 going to your primary account.
- if your total net pay is $1000, and you have a Deposit Type of Percentage and a Deposit amount of 20, then 20% of your net pay (ie $200) would be deposited into your additional account, with the remainder going to your primary account
Once you have nominated your bank account, click Done to complete the onboarding wizard. You can also opt to Skip this section. If bank account details haven’t been provided on your next login, this screen will reappear.