Complete Employee Onboarding with RosterElf

Starting a new job involves completing essential documents, from banking information to superannuation details and tax forms. RosterElf simplifies this onboarding process by allowing you to submit everything online, whether you're on a desktop or a mobile device. This guide will walk you through each onboarding step with RosterElf, ensuring a smooth start with your new company.

1. Accessing Your RosterElf Onboarding Invitation

Once your manager or admin adds you to RosterElf, you’ll receive a welcome email with your login credentials. If you don’t see this email, ask your manager to verify that your email or mobile number is correct. Follow these steps to access your onboarding.

1.1. Open the welcome email from RosterElf.

1.2. Check for login details and app download links.

1.3. Select the Complete Onboarding button to start.

Note: If the Complete Onboarding section is missing, contact your admin to enable staff onboarding.

2. Navigating the Onboarding Form

The onboarding form contains various sections that may differ based on your company’s requirements. As you complete each section, it will save your information, and once your manager approves it, you can no longer edit that section.

2.1. If prompted, use your login credentials to access the onboarding form.

2.2. View the menu options, completing each section as required.

2.3. Note that a saved section is marked as Saved and becomes uneditable once approved.

2.1 Completing Personal Information

In this section, you will enter your personal information, including emergency contacts. If your company uses Xero integration, your address details will also be required.

2.1.1. Enter your personal information as requested.

2.1.2. Add emergency contact details.

2.1.3. For Xero-integrated companies, provide your residential address.

2.2 Adding Bank Details

This section is where you provide your bank account details so your salary or wages can be deposited.

2.2.1. Enter your bank account details as specified.

2.3 Completing Tax File Declaration

Fill in this section with your tax file number. Contact your employer or accountant if you need assistance.

2.3.1. Enter your Tax File Number (TFN).

2.3.2. Complete the tax declaration form.

2.4 Providing Superannuation Information

Add your superannuation details here. If you’re uncertain, consult your employer, accountant, or superannuation provider.

2.4.1. Enter your superannuation details as required.

2.4.2. Review the information to ensure accuracy.

2.5 Uploading Company Documents

This section varies between companies and may include legal, qualification, or other employment documents. It can also be used for uploading visas, medical certificates, or other onboarding forms.

2.5.1. Review the document requirements listed by your company.

2.5.2. Upload any required documents, such as qualifications or security certificates.

2.5.3. Download, complete, and re-upload forms if required by your company.

Note: If unsure about any document, consult your manager for clarification.

Frequently Asked Questions for RosterElf Employee Onboarding

1. How do I access my RosterElf onboarding invitation?
Once your manager or admin adds you to RosterElf, you’ll receive a welcome email containing login credentials. Check your inbox and spam folder for the email, and if you don’t see it, ask your manager to confirm your contact details.

2. What information do I need to complete in the onboarding form?
The onboarding form includes sections for personal details, bank account information, tax file declaration, superannuation, and document uploads. Complete each section as required, and ensure accuracy since approved sections become uneditable.

3. Can I edit my details in RosterElf after completing onboarding?
No, once your manager or admin approves your onboarding details, they become uneditable. Make sure to review all information carefully before submitting.

4. Why do I need to enter my superannuation information during onboarding?
Superannuation details are essential for retirement contributions. If you’re unsure about your superannuation information, consult your employer, accountant, or superannuation provider for guidance.

5. What documents may I need to upload in RosterElf onboarding?
Depending on company requirements, you may need to upload qualifications, legal documents, visas, medical certificates, or other employment-related forms. Check with your manager if you’re uncertain about specific documents.