A Simple 5-Step Guide to Onboarding a New Employee with ACT Tax Group

Step 1: Share Employee Details

To begin the onboarding process, we need the following details for your new employee:

• Full name
• Email address
• Phone number

You can email these details to us at office@acttaxgroup.com.au. Once we have this information, we’ll take over the process from there.

Step 2: We Reach Out to Your Employee

After receiving the employee’s details, we will:

1. This email explains who we are, what we do, and outlines the steps your employee needs to complete the onboarding process.

2. Provide the Employee Starter Kit:

   • The Employee Starter Kit is a comprehensive form that collects essential details such as:

• • • First name and last name
    • Tax File Number (TFN)
    • Superannuation details
    • Date of birth
    • Bank account details

  • This form is regularly updated to ensure we collect everything required for the employee’s setup.

  • For security, the kit is sent via DocuSign or Adobe Sign, both of which are encrypted portals that protect your employee’s data.

Step 3: Setting Up Your Employee in Xero

Once your employee has completed the Employee Starter Kit, ACT Tax Group will set them up in Xero, the accounting software we use to manage payroll and employee information. This ensures everything is properly configured, eliminating the need for follow-ups.

Step 4: Setting Up the Xero Me App

After the Xero account setup, we’ll assist your employee in accessing the Xero Me app:

• Your employee will receive an email invitation directly from Xero. The email will contain a link with a simple button to “Accept the Invite.”

• Once the invitation is accepted, your employee will gain access to the Xero Me app.

• This step is quick and usually takes just a few minutes.

Step 5: Accessing the Xero Me App

The Xero Me app is a powerful tool designed to make employee management easier. With this app, your employee will be able to:

• Submit timesheets

• Review past payslips

We’ll also provide a link with additional information about the Xero Me app to ensure your employee can take full advantage of its features.

Why Use ACT Tax Group for Employee Onboarding?

At ACT Tax Group, we understand how busy business owners are. That’s why we’ve designed this bulletproof 5-step process to require minimal effort on your part while ensuring that everything is handled securely and professionally.

From collecting your employee’s details to setting them up in Xero and ensuring they have access to the tools they need, we’ve got you covered every step of the way.

Let Us Help You Save Time and Reduce Stress

If you’re ready to onboard a new employee or have any questions about the process, feel free to reach out to us at office@acttaxgroup.com.au. We’re here to help make your business operations smoother and more efficient.

Thank you for trusting ACT Tax Group. We look forward to working with you!