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Completing Employee Onboarding

Learn how to complete Tanda's employee onboarding process.

Updated over a month ago

Tanda offers comprehensive onboarding options for both employers and employees. Organisations can invite staff to use Tanda and collect important banking, tax, and superannuation details through Employee Onboarding.

This help guide will detail the onboarding process from an employee's perspective, including setting your password, logging in for the first time, and entering your onboarding details.

For details on the onboarding process from an employer's perspective, see our help guide on Sending an Employee Onboarding Invitation.

Receiving Your Welcome Email

Before you can complete employee onboarding, you will first need to be invited to use Tanda. You will receive an invitation to use Tanda via the email address you supplied to your employer. You must log in to Tanda using this invitation email—you cannot create an employee account without an invite.

This invitation email will:

  • Be sent from the address 'Tanda for (employer's business name)'

  • Have the subject line 'You've been invited to use Tanda.'

  • Contain details on creating your password and downloading the Tanda app

You'll only receive this email once your employer has sent the invitation on their end. If the email doesn't appear in your inbox:

  • Check your junk/spam folders

  • Confirm your employer has sent the invitation to the correct email address (pay attention to common typos)


Setting Your Password

The invitation email you received will prompt you to set your password. Setting your password is the first step before logging into your Tanda account.

Click the Set Password button on the email to set your password.

Once you click the link, you'll be prompted to:

  • Create a password (minimum nine characters)

  • Confirm your password

  • Read, acknowledge, and agree to Tanda's terms of service (use the + Expand button to view the full terms)

Take note of the email that appears under 'Your email login' as this is the email address you'll use to access the Tanda app going forward. You may want to save these details to your chosen trusted password manager.

Once you've completed this, click the Set Password & Agree Button. For details on updating or resetting your password, see our Accessing Your Tanda Account guide.


Download The Mobile App

After setting your password, return to your welcome email for a link to download the Tanda app via Google Play or the Play Store.

Alternatively, you can search for the Tanda app directly in the App Store or Google Play Store. Ensure you download the blue Tanda app.


For more details, see our Getting the Mobile App help guide.

Logging In For The First Time

Once you've set your password and installed the blue Tanda app, you'll be prompted to log in.

Use the Email and Password you set during the first step, then click the Log In button.

📝 Note: Some organisations use Single Sign-on functionality, which may require you to use a specific work portal to access Tanda. In this case, you would not sign in at my.tanda.co/login, but rather using your employer's Single Sign-on Portal. If your company does use SSO, please ask your account admin for the correct link to log in.

Enter Your Onboarding Details

Once logged in, you'll be welcomed to the app and prompted to complete your onboarding details. Click the Go to Onboarding button to begin entering your onboarding details.

On this page, you'll see the different onboarding sections you need to complete, along with a summary of your progress.

Specifically, you will need to enter the following onboarding details:

Personal Details

Under the Person Details section, confirm or enter your:

  • Name (Legal name, not a nickname!)

  • Email Address

  • Secondary email for payslips (if different from your primary email)

  • Phone number

  • Date of birth

  • Address

  • Emergency contact details

To edit or enter these details, click the Pencil Icon in the corner of each box.

Additional Details

The 'additional details' section includes any custom questions your employer wants answered during onboarding. Use the Save button to record your answer.

You must answer all of your employer's custom questions before completing your onboarding.

Contracts

Your employer may have included a contract for you to read and sign during the onboarding process. You can access and sign this through the Contracts tab.

Sign the contract under the 'I acknowledge and agree to the contract' heading. Then, click the Confirm & Submit button to save.

Documents

Your employer may also include documents or policies for you to read and acknowledge during onboarding. You can access and acknowledge these through the Documents tab.

Tick the 'I have read and understood this document' checkbox at the bottom of the document to acknowledge it. Then, click the Submit button to save.

Bank Account & Payroll

On the Bank Acct & Payroll tab, enter your bank account details. This is the bank account to which your wages will be paid. It's essential to confirm these details are correct, as entering incorrect information could impact your access to your wages.

To add your details, click the + Add Bank Account button and enter your:

  • Account name

  • Account number

  • BSB

Once complete, click the Add button to save your bank account details.

Tax Declaration

Your tax declaration shares important information about your employment with the Australian Tax Office, so it's vital that the details you enter during this step are accurate.

To enter your details, navigate to the Tax Declaration tab during onboarding and click the + Add a Tax Declaration button. Once you have entered your details accurately, please tick the 'I declare that the information I have given is true and correct' checkbox and Submit the form at the bottom of the page.

💡 Need help understanding the fields in the Tax Declaration form? Check out our complete guide.

Super Fund Membership

You'll likely also need to submit your superannuation details as part of Employee Onboarding.

Under the Super Fund Membership tab, enter your super fund details. Once complete, click the Submit button to save your details.

Qualifications

Your organisation may ask you to enter the details of any relevant qualifications for your role, such as an RSA or a driver's license.

Under the Qualifications tab, click the + Add button and:

  • Select the relevant Qualification Type from those configured in the account

  • Enter your license or qualification reference Number

  • Enter the qualification's expiry date

  • Upload any relevant files

Once you have entered this information, click the Add button to save your details.

Note: Employees can only add Qualifications if their employer has configured this setting in Tanda. To do this, your account admin can navigate to Settings > All Settings > Permissions > Employee Permissions > Allow staff to update qualifications. For more information, see our Qualifications help guide.


Complete Onboarding

After completing all required fields (as shown by the progress status at the top of the onboarding form), click the Confirm and Finish button at the bottom of the page. If you do not click this button, your onboarding will remain incomplete—even after completing each individual onboarding task.

After clicking Confirm and Finish, your employer will be notified that you've completed your onboarding.

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