Onboarding new staff
Send an onboarding request so a new staff member completes their own details, tax, bank and super.
An onboarding request emails a new staff member a secure link to fill in their own details — personal info, tax declaration, bank account and super. You set the employment details up front; they complete the rest.
Who this is for
Owners and managers using the Shiftly web platform.
Before you start
- Open People from the main navigation.
- Decide the person's employment details (basis, type, income and a pay rate or classification) — you'll need these before you can send the request.
Send an onboarding request
Start the request
Select Add new employee → Send onboarding request. Fill in the new starter's name, email and start date, set their employment type, basis and income type, and give them a rate (classify them or set a base rate). Then select Next: Send to Employee.
The employment basis, type, income type and a pay classification are required before you can send — if any are missing, Shiftly tells you which to complete and opens the employee's details so you can fill them in.
What the employee receives
The person gets an email with a link to a short, guided form.
A welcome and a checklist
The link opens with a welcome and a list of what to have handy — their tax file number, residency status, bank account and super details.
Five steps to complete
They work through a short, guided form — their details, employment, tax declaration, bank details and, where it applies, super (it's skipped for labour-hire and super-exempt employees). Each step explains the tricky questions.
Track it and send a reminder
Until the employee finishes, their row shows a Pending status. Open the row's action menu to Send Reminder if they haven't completed it yet.
How the status changes
- Draft — you saved the person manually without sending a request. Send one when you're ready.
- Pending — the request has been emailed and you're waiting on the employee.
- Active — the employee has completed onboarding. They're ready to roster and pay.
When your business is connected to Xero, you can send the request and sync the new employee to Xero at the same time — see Connecting Xero.