Complete employee onboarding with RosterElf
Starting a new job involves completing essential documents, from banking information to superannuation details and tax forms. RosterElf simplifies this onboarding process by allowing you to submit everything online, whether you're on a desktop or a mobile device. This guide will walk you through each onboarding step with RosterElf, ensuring a smooth start with your new company.
1. Accessing your RosterElf onboarding invitation
Once your manager or admin adds you to RosterElf, you'll receive a welcome email with your login credentials. If you don't see this email, ask your manager to verify that your email or mobile number is correct. Follow these steps to access your onboarding. Alternatively, log into Rosterelf via a web browser.
1.1 Open the welcome email from RosterElf.
1.2 Check for login details and app download links.
1.3 Select the Complete Onboarding button to start.
2. Navigating the onboarding form
The onboarding form contains various sections that may differ based on your company's requirements. As you complete each section, it will save your information, and once your manager approves it, you can no longer edit that section.
2.1 If prompted, use your login credentials to access the onboarding form.
2.2 Select My HR Hub to access the onboarding.
2.3 Note that a saved section is marked as Saved and becomes uneditable once approved.
2.1 Completing personal information
In this section, you will enter your personal information, including emergency contacts. If your company uses Xero integration, your address details will also be required.
2.1.1 Select Personal Information.
2.1.2 Fill in all the fields.
2.1.3 Press Save Personal Info.
2.2 Adding bank details
This section is where you provide your bank account details so your salary or wages can be deposited.
2.2.1 Select Bank Details.
2.2.2 Enter in your Bank Details.
2.3 Completing tax file declaration
Fill in this section with your tax file number. Contact your employer or accountant if you need assistance.
2.3.1 Select Tax File Declaration (TFN).
2.3.2 Complete the tax declaration form.
2.3.3 Press Save TFN Declaration.
2.4 Providing superannuation information
Add your superannuation details here. If you're uncertain, consult your employer, accountant, or superannuation provider.
2.4.1 Select Superannuation Info.
2.4.2 Complete the superannuation form.
2.4.3 Press Save Super Details.
2.5 Acknowledge certificates and permits
This section guides you through how to upload your certificates and permits to Rosterelf.
2.5.1 Select the Certificates and Permits section.
2.5.2 Select the Certificate or Permit you want to upload.
2.5.3 Press Add Document.
2.5.4 Add your Document Number and Expiration Date.
2.5.5 Press Choose File to select your document.
2.5.6 Press Save.
2.5.7 Repeat process for each document required.
2.6 Acknowledge policies and procedures
This section guides you through how to review and acknowledge company policies and procedures.
2.6.1 Select Policies and Procedures.
2.6.2 Press Review & Acknowledge.
2.6.3 Review the document.
2.6.4 Press I acknowledge.
2.6.5 Press Acknowledge Confirmation.
2.6.6 Press Download Document to download.
2.6.7 Press Back and repeat for remaining Policies and Procedures.
Note:
The HR Hub currently supports Australian employment details only. Ensure all information is accurate as some sections become uneditable once approved.