Employee onboarding - How to complete the onboarding process - new

Please note, this support document is for the new employee onboarding feature released in May 2022. This is currently only available for new customers who are in the implementation process with Roubler. For information on the legacy employee onboarding feature, please see this support document.

This article provides information on how to complete the onboarding process as a new employee.

Onboarding essentials

• Complete your onboarding on any device - desktop, mobile, tablet etc. 
• Skip forwards and backwards between any step within the onboarding process by selecting the various onboarding items on the left hand menu.
  
• Progress to the next step by clicking Next, or go back to the previous step by clicking Previous, in the bottom right hand corner.
  
• Sometimes you will be required to sign specific onboarding steps in order to finalise them. This will be indicated by the Sign button on the bottom right hand corner.
  
• Completed steps will be indicated with check mark icon.
  
• Managers will have visibility over your progress throughout the onboarding process.

Start the onboarding process

1. Check your email and open the onboarding email - if you can't see it in your inbox, please check your junk
2. Click Go to onboarding
3. Choose whether to:
   • Create a new account
     1. Enter your First name, Last name, Email address, and Password
     2. Click Sign up
   • Use an existing account (if you have worked somewhere that uses Roubler before, you can use the account that already exists for you)
4. Click Start to begin your onboarding
5. Review the Roubler terms of use and click I accept

Onboarding steps

Your onboarding may include any/all of the sections below. In addition, you may see additional customised steps that have been set up by your employer.

Job details 

Your employer has filled in some key information for you already. Please review and ensure these details are accurate.

Consent

This section contains important information about how your employer and Roubler collect, store, and use your data while you use the Roubler platform. Please review and accept Roubler's privacy policy and data use policy.

Personal information

Your employer may have filled in some key information for you already. Please review any completed information and fill in any missing information.  

In some instances, you may need to provide ID as part of this step. This could be be one of the following: Driver's licence, 18+ card, passport.

Address information

Ensure all details are filled in accurately.

Tax declaration

Most countries require all new employees to complete a tax declaration, so that their employer can expedite payment of local, state, or federal income tax (or withholding) on your behalf. It is crucial to provide honest and accurate tax information (as with all information in your employee profile) so please take the time to understand the tax declaration form. Talk to your hiring manager or employer if you are unsure how to complete this section. 

Bank information

Your employer collects bank information for the purpose of making automatic payments of your salary and wages. Please complete your bank details carefully, and check your account number, account name, and branch information is accurate to ensure that there are no issues with payroll. 

Superannuation/Kiwisaver

Ensure all details are filled in accurately.

All Australian employees need to notify their employer of their superannuation contribution preferences. To make things easy, many employers have a preferred fund, that you can join automatically when starting with your employer. You can also refer your employer to pay your superannuation to an existing managed fund, or self-managed super fund. 

Right to work

All employers have an obligation to ensure that their employees have the right to work, and are citizens, permanent residents of that country, or hold the appropriate work visa. Your employer may ask you to indicate your citizenship status for the country that you are being employed in. If you are a permanent resident or visa holder, you may be asked additional questions, such as your country of birth, or to provide your work visa details so that your employer can confirm that you have the appropriate work rights for the country that you are in. 

Requirements

In your new position (or at locations in which you will be working) you may be required to hold specific qualifications, licences, or show evidence of vaccination against COVID-19. Any requirements, qualifications, or licences that you are asked to complete as part of your onboarding are listed in this section. You may be required to attach evidence of your qualification, such as a certificate, or similar. 

Emergency contact details

Many employers have a requirement to maintain emergency contact information for their employees, so that a spouse or next of kin can be contacted if necessary. Please enter an emergency contact that your employer can communicate with in case of an emergency. 

Declaration

1. Click Sign to declare that all information provided is correct
2. Click Submit
3. You will see a confirmation message appear briefly on screen
4. You will also receive a confirmation email