Is There a Way to Upload Personnel Documents Into Deputy App

Remove the need to collect paper forms from your team members with Team Member Onboarding. Using this characteristic, squad members tin can enter in some of their own details before they start their employment.

Note: This feature is only for businesses located in Australia and will incur boosted costs per new hire onboarded.

In this article, yous volition acquire:

• How Does Team Member Onboarding with Deputy piece of work?

• How Much Does information technology Cost?

• How to Set up Team Fellow member Onboarding

  • Before Y'all Start Onboarding

  • Onboarding a New Team Member

  • Onboarding a Team Member Already in Deputy

• How to Bank check the Condition & Progress of Your Squad Member's Onboarding

• How to Review Your Team Members' Onboarding Forms and Uploaded Documents

• Frequently asked questions

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How does Team Member Onboarding with Deputy work?

Team Fellow member Onboarding allows you lot to digitally collect and tape vital team member information. This includes:

• Personal details

• Banking company (payment deposit) data

• Tax File Number

• Emergency contact details

• Superannuation details

• Documents yous enquire them to provide as part of their employment

• Documents you ask them to electronically sign such as employee contract of company information document as function of their employment process.

By ticking the boxes when filling in their details, team members are confirming that their details entered are right. The boxes, when ticked, are considered the equivalent to a written signature and meets the requirements set by the ATO.

Sending a request to your squad member to consummate their onboarding process volition send out an SMS and an electronic mail to the specified destinations. Y'all will not be charged for the outbound SMS containing the invitation link.

One time the team member has successfully completed the onboarding process the managing director volition be sent an email to notify them to review the documents and also the team member will be invited to set upwards their password to access your organisation on Deputy.

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How much does information technology cost?

Onboarding a squad member volition incur a per person cost which volition be billed monthly.

You lot can read more at Price update: team fellow member onboarding.

You are nonetheless able to add together team members to your organisation in the usual mode without incurring whatever additional onboarding costs.

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How to Fix Team Member Onboarding

Earlier You Start Onboarding

Earlier you lot can onboard a new rent y'all will demand to go through a serial of steps to fix upwardly your arrangement for onboarding. You volition but need to do this the start fourth dimension and then it volition be gear up for all subsequent new hires.

The steps involve:

• Setting upwardly your Superannuation Details for your organisation's default fund.

• Specifying which documents you volition exist asking new hires to upload eg. Driver'due south Licence, RSA etc.

• Setting upward templates that will exist sent to new hires request them to sign electronically.

Onboarding a New Squad Member

Once you take set onboarding then yous are fix to onboard a new team fellow member.

1. Click on the Add People push on the People page and select Onboard employee.

2. Enter the following details about your new team member:

1. Kickoff Proper noun

2. Terminal name

3. Email Address

4. Mobile phone number

3. Select from the search field whatever document(south) that are required to be completed and signed.

4. If the document template has customised fields fix upwardly then you will be asked to complete these fields to transport the documents to the new hire. Your answers will be populated in the custom fields of the certificate template when the document is sent.

five. Tick the checkboxes to select any documents for the list that you require them to upload.

Click Onboard squad fellow member and the team member volition exist sent both an email and SMS with a link for them to complete onboarding.

Yous will be notified by email when they accept completed onboarding and the team fellow member will so automatically be sent an invite to download the Deputy mobile app and join your arrangement on Deputy.

Onboarding a Team Member Already in Deputy

If your squad member is already in Deputy just you lot'd like them to complete the onboarding procedure and upload documents you tin all the same do this.

1. Click on their name from the list of squad members on the People page and then select either Personal or HR documents from the Profile menu on the left-hand side. Click on Onboard Squad Fellow member.

ii. Enter the e-mail and mobile telephone number of your team member, and follow the steps every bit described in How to Onboard a New Squad Member and click on Onboard Team Fellow member.

The team member volition be sent both an e-mail and SMS with a link for them to complete onboarding and you will be notified when they complete it.

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How to bank check the condition and progress of your team member's onboarding forms and documents

Once you take sent the onboarding invitation to your team fellow member, you will be able to meet the status within the People tab, underneath their name.

You will exist able to filter for each of the onboarding statuses to apace see who's been sent an onboarding invitation, which onboarding needs to be reviewed and who has been approved.

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How to Review Your Team Members' Onboarding Forms and Uploaded Documents

You will receive an email letting you know when the team member has completed their onboarding forms.

1. To review the information your team member has completed or certificate uploaded, either click on the Review and approve link in the notification email or else click on their name in the People tab and click the Forms and Documents section from the list on the left-hand side.

2. When y'all click on the Forms tab you lot can encounter information that has been submitted.

TFN declaration form: you tin can consign and submit information technology electronically - learn more than here.

3. When you click on the Documents tab yous can download any signed documents you requested or documents that have been uploaded.

iv. You can review all of the completed details and sync them to the team member's profile in Deputy and to your payroll system if you are connected via an integration.

5. If you notice that there is something non correct with what the squad member has supplied you tin click Resend link and the team member will receive a new link to update the document.

Note: Documents stored on Deputy volition be available whilst you lot maintain an active subscription to a Deputy program. If you are required to store certain records for a specified amount of time to comply with any legislation then it is recommended that you download and shop documents in your own document management arrangement.

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You may also be interested in:

• How to Set Team Member Onboarding

• For Team Members: How to Complete your Onboarding

• Pricing Update: Employee Onboarding

• Adding Squad Members

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Source: https://help.deputy.com/en/articles/2846693-how-to-onboard-team-members

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