HR - New Staff - Setting up a new staff member in Xero - Deputy - Slack - XeroShare

G'day in this video we're going to go through the requirements for setting up a new staff member in our systems. So the first thing is your received the information scan through you receive two forms. One is the employee detail forms which has all their information more quickly scroll through that on the screen now and this will be completed so you just need to transfer this information from the forms over to the various systems so that's Employee Details form. The other form that we provide is the tax decoration form.

Now this form has the same information on it as the Employee Details phone but by law we're required to give them the text decoration form.  So we give them the first four pages and then we get them to complete pages five and we retain page six which is just the government information for the employer so you'll receive as part of the scan bundled this part of the declaration form  

So the first system that we set up is 000 accounting package, so login to zero, with the password you've been provided with go to payroll and go to employees, good at add a new employee, and then start transferring the information from the Employee Details form and the text decoration to zero so the first part is Miss cody middle name, and just make sure you're very accurate with the details.

so where it said file and send just take file and send and we keep moving along

in the statement take just put in peppers wages

yeah the next few bits don't appear on the paper but you still go through them so payslips Don't worry about template I'm worried about just balances.

So the next part is we go to deputy. Deputy is our rostering system.

So what we're going to be doing deputy is go to people. And we're going to click on add people and import multiple people. And then we're going to go to zero payroll. And this is getting zero and Deputy are going to talk to each other. And we're going to take everybody off the list, except for the person that we're currently synchronizing. So this takes all of it housing legit strategy deputy for us.

Alright, and the next thing really do is go to Deputy Share portal. And we're going to type in or is going to quickly jump over here and just check something we need to how old she is. So she is 20 years old. So she's classes and adult. So we're going to go restaurant industry level one intro, here we go introductory adult. have a quick look at that next mad right, I'm going to press deploy to your account. And it's going to allow allowed to access zero for 30 minutes. And we're going to select Cody.

Alright, so successfully. So I'm going to go back into payroll and check paid template. As you can see, it's loaded all the details. We need to make sure that's correct. So the new rate is $23.66. And we're going to add a super new action line. Ok.

So now Cody been set up in zero and set up in there definitely. The last part is to include her in slack so slack is our communications board slack and next thing we can do is,  as you can see from our uniforms were in today, we're going to invite someone, and we're going to wack in their email address. 

We are gonna to make sure she's in all the channels she should be pretty much all of them.  She will not be includid the private channels because they're not for everybody.

And send invitations and then Cody will receive an invitation to deputy.

All right, since you have a view of how we set up and employee different systems