Page Comparison - Getting employees to check their details (v.21 vs v.22) - General

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AccountRight Plus and Premier online company files, Australia only

If you've manually set up an employee by entering all their details yourself (instead of the employee self-onboarding), or if they'd like to update their details at any time, you can send the employee a secure request to review their details. The employee can then correct anything that's wrong or missing, and submit any changes straight into your AccountRight company file*.

This request is sent via email and an optional text message to ensure the employee sees it – and responds – as soon as possible.

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title	To send a review request

Go to the Card File command centre > Cards List.
Click the Employee tab.
Click the zoom arrow to open the employee's card.
Click Save and request employee details.
Enter or confirm the employee's name and email address.
If you'd like to also send the request via SMS text, enter the employee's mobile number.
Choose the employee’s Employment Basis. When the employee reviews their details, they'll be provided the Fair Work Information Statement (as required by Fair Work). If you choose Casual the employee will also be provided the Casual Employee Information Statement.

If you see the option Provide access to employee benefits, choose whether you want to give the employee access to employee benefits.

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If you’ve already set up employee benefits you won’t see this option as your employee will already get access to employee benefits via the Flare app once they’ve completed reviewing their details.

Click Send.

What the employee sees

The employee will receive an email similar to this one (and a text message if you entered their mobile number) containing a link to a secure online form.

When they open the form, they'll see their details from AccountRight. They can double-check what's there, make any changes or enter any missing information (fields marked with an asterisk are mandatory).

They can click Save and continue to progress to the next tab, until finally submitting the info.

Note that some tabs might not be shown, depending on the information the employee might need to complete. For example, if you've already entered a valid tax file number for them into AccountRight, the Tax details tab won't be shown.

UI Tabs

UI Tab

title	Personal

UI Tab

title	Emergency

UI Tab

title	Bank

UI Tab

title	Tax

This tab will only be available if the employee doesn't have a valid tax file number in AccountRight.

UI Tab

title	Super

First screen:

After clicking Continue:

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Any superannuation funds that may be referenced anywhere in in this onboarding help document are strictly for example purposes only. MYOB does not endorse or promote any these super funds.

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title	Fair Work

First screen:

After clicking Fair Work Information Statement. Employee must click through to read all pages, then click Accept to be able to continue.

UI Tab

title	Benefits

This tab will only be available if you've set up employee benefits.

First screen:

After clicking Next the employee is prompted to download the Flare app to access employee benefits:

Once the employee has completed the review and entered all mandatory information, they can click Submit.

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*This service is provided by our related entity Flare HR Pty. Ltd.

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Employee self-onboarding

Add an employee

Enter employee payroll information

Employee benefits

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Versions Compared

Old Version 21

New Version Current

Key

What the employee sees