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1. Login as an Onboarding Administrator to Direct Access

2. Go to Admin Direct Access → Employee Maintenance → Onboarding

3. 

   Click on “+” to kick off the onboarding process for an employee

   

4. Enter onboarding employee’s first name, last name, email, Username and start date

   

    

5. A success message will show pop up once the onboarding employee is created successfully (a). The onboarding employee will be added to the list on the Onboarding page with status showing as “Pending” (b). Activation email can be resent from this page if required (c).

   

    

   Note: The created onboarding employee user will NOT be visible in the DataPay Application as the user is not linked to an employee.

Emailed notification of completed onboarder

1. A confirmation mail email is sent to the onboarding administrator once the onboarder has completed all steps of the onboarding process.

2. A confirmation mail email is sent to all payroll administrators once the onboarder has completed all steps of the onboarding process.

   1. To not have the email sent to all payroll administrators, enter email address that should receive this confirmation email under “Admin Direct Access > Company Options > Onboarding Notification Email Address”

3. After an employee completes their onboarding, a link to the Superannuation Standard Choice Form will be available on Admin Direct Access → Employee Maintence Maintenance → Onboarding page.

4. Onboarding Administrators can download and view the Superannuation Standard Choice Form PDFs for all employees who have completed onboarding successfully.

   

   Below is an example PDF. Onboarding details including employee name, super choice, company ABN, company name are all populated on the form.

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