Is There a Way to Upload Personnell Documents Into Deputy

This feature is only for businesses located in Australia.

Your employer is using Deputy to streamline your onboarding process to reduce the need for paper forms. With Deputy, you can complete your onboarding forms on your phone or figurer and upload photos of any necessary documents.

In this article, you will learn:

• What data you volition exist asked to provide

• How to complete the onboarding forms

  • Personal Details

  • Bank Details

  • TFN Declaration

  • Superannuation

  • Emergency Contact

  • Documents to upload (if required by your employed)

  • Forms to Sign (if required by your employer)

• How to review and submit the forms

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What information you will be asked to provide

Onboarding allows your employer to digitally collect and record vital information. This includes:

• Personal details

• Banking concern (payment deposit) information

• Your Tax File Number

• Emergency contact details

• Superannuation details

Your employer may also ask you to upload files or photos of your identity documents or relevant certificates related to your work.

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How to complete the onboarding forms

You will receive an invitation link via email and SMS inviting you to start filling out your new starter details.

You may see a message like this on your telephone:

Or an e-mail like this:

You can consummate it on your phone or computer. Simply click the link to Get started!

Delight notation that the case shown below is the process as shown on a mobile phone. You tin can also complete the onboarding process on a computer, and the experience is similar, if not exactly the same as what is displayed below.

Go Started

Tap on Get Started and tap on each of the sections to complete your details:

Personal Details

Enter your preferred proper name, appointment of nativity and abode accost and tap Save to return to the main card.

Note: Your preferred name is the name you'd like to exist known as by your teammates but won't be used for payroll or where your legal name is required.

Bank Details

In Bank Details, enter the bank account details of where you want your pay deposited including Account Name, BSB and Account Number.

Tap Salvage.

TFN Declaration

Complete the details for your Revenue enhancement File Number Declaration.

If you lot aren't certain of exactly what the question is asking, click on the 'i' info icon for a text prompt to help you reply the question.

In this footstep, you will demand to respond questions regarding your tax condition to ensure that you are taxed correctly.If you aren't sure of exactly what the question is request, click on the 'i' info icon for a text prompt to aid you answer the question. Alternatively, please visit world wide web.ato.gov.au for more assistance with tax questions.

If you select that you don't have a TFN or are exempt from providing one, you will demand to specify a reason.

Here's a guide on how to fill out a tax class.

Past ticking the boxes when filling in your details, you are confirming that you accept entered the details correctly. The boxes, when ticked, are considered the equivalent to a written signature and meets the requirements set past the ATO.

Please notation that at that place are penalties for deliberately making a false or misleading statement.

Superannuation

First, you lot'll demand to identify whether you're eligible for superannuation.

If No, you lot won't need to fill out the Superannuation department, just click Save.

If Aye, you lot will need to nominate where your superannuation fund contributions will be deposited to. You lot have iii choices:

i. The superfund nominated by your employer.

This is the company's default superfund. If you cull this option you lot will merely need to provide your full proper noun and your TFN.

2. APRA fund or retirement savings account (RSA)

Selecting 'Superfund chosen past me (RSA)' requires you lot to know your super fund'southward proper noun or USI, your TFN, and to have your super fund member number ready.

3. Selecting Cocky-managed super fund (SMSF) requires y'all to print out and complete a form, which needs to be given to your employer as soon equally possible.

Y'all will be shown a link to the class, or you can download the grade here.

Emergency Contact

Here, enter the details of the person you would like your employer to contact in the case of an emergency. Complete

• Their full proper noun

• Mobile number

• The human relationship yous have with that person

Upload a document

If your employer has requested a re-create of a document such equally a driver's licence or evidence of grooming certification, you lot will come across a Documents we need from you tab.

You must upload the requested md to complete your onboarding.

Simply upload or elevate & drop each document requested. You lot tin just upload one file per document asking. Make sure your file is less than 10MB and one of the following file types: .png, .jpg, .pdf.

Pro tip: on mobile, you can use your photographic camera to have a photo and upload information technology.

Forms to Sign

If your employer has requested you complete a grade and sign it, you will see a Documents you lot need to sign or acknowledge tab. Tap on it.

The documents you need to sign or admit volition exist shown on the next screen. Click on Make full out document and then tap on each field that needs to exist completed.

When it comes to signing the document, you can sign:

• using your finger, stylus or mouse

• type your name

• accept a photo of your signature

One time all required fields are complete yous tin can click Continue.

Lastly, you demand to click I agree and and so Close.

If you have a second document to complete and sign continue using the same process until all listed documents have been signed.

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Review and submit your form

When you have successfully filled in your forms, you lot will encounter ticks against each section successfully completed and a prompt at the bottom of the screen, stating that you accept completed your forms. Click the 'Review' button.

You will be given the opportunity to review and edit your forms before submission. If any of the forms need to exist edited you can go dorsum into the section and change the details past clicking on the Edit button.

If all the data is correct, click the Submit prompt at the bottom of the screen.

After submitting your class, y'all will meet a folio where you lot can download the Deputy app.

If you have not completed any section correctly your director may transport y'all some other prompt to review and consummate the sections in question.

You lot will too receive your Deputy invitation email and instructions on how to log in.

Please read more than about Getting Started on Deputy.

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Source: https://help.deputy.com/en/articles/4675235-for-team-members-how-to-complete-your-onboarding-form

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