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Invite an employee from the Reckon payroll app to self-onboard

Learn how to use the payroll app to invite a new employee to self-onboard in the Reckon Mate app. From the payroll app, invite new employees to fill out their details on the Reckon Mate app. These details will be populated in the payroll app, where you can complete the onboarding process.

You can also invite employees from Reckon One to self onboard.

Before you invite an employee to self-onboard

Before you invite an employee to self-onboard, set up a default super fund. You will not be able to invite your employee until this is done, as it's required for superannuation fund selection during onboarding.

Invite an employee to self-onboard

  1. Go to Employees, then select the plus icon in the top right corner.
  2. Select Invite employee to self-onboarding.
  3. Enter the employee's First name and Last name.
  4. Enter a Display name for the employee.
  5. Enter the employee's Email address.
  6. Enter the employee's Start date.
  7. Select Send in the top right corner.
  8. An incomplete employee profile will be created in the app and the employee will receive an email invitation to set up their account and enter details in the Reckon Mate app.
  9. Learn how to view and manage Reckon Mate invitations in the app.

Once self-onboarding has been completed

You'll receive an email notifying you when the employee has self-onboarded. To complete employee onboarding in the payroll app:

  1. Go to Employees.
  2. Select the employee from the list.
  3. Click on the ellipses menu (3 dots in the top right corner) and then select Edit.
  4. Review all the pre-filled details carefully (noting that if you have already entered information into the employee profile, such as tax information, it may have been overridden by the employee) and add in necessary details to complete your employee setup.

If your employee wishes to change their details

Your employee will be able to edit their general and banking details in the Reckon Mate app. If they wish to change employment, tax or superannuation information, they'll need to contact you to do this for them in the payroll app or in Reckon One.

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How did we do?

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