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How to Complete Your Onboarding as a New Employee

Set your password and 2FA, accept your job offer, complete the seven onboarding tasks, then click Submit so your details can be reviewed before you start.

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Written by Steve Waters

Before you start your new job, you complete your onboarding in the Outstaffer platform. You accept your job offer, then fill in seven short tasks and submit them. This guide covers everyone who is onboarded through the platform: people employed through Outstaffer (Employer of Record, or EOR) and people whose own company employs them directly.

Before you start

Have these ready. The exact items depend on the country you'll work in.

  • Your contact details and an emergency contact.

  • Your tax and social security numbers (for example your Tax File Number and Superannuation Fund in Australia, or your TIN ID, SSS number, Phil health number and Pag-IBIG (HDMF) number in the Philippines).

  • Your bank account details for your salary.

  • An identity document for the identity check.

  • Your right-to-work documents as files you can upload. See How to Upload Your Right to Work Documents for the list for your country.

1. Accept your invitation

  1. Open the invitation email. It's sent to the email address you gave during recruitment. If you can't find it, check your spam or junk folder.

  2. Set your password. Use the link in the email to create your password, then log in.

  3. Set up two-factor authentication (2FA). You're asked to link an authenticator app the first time you log in. See How to Secure Your Outstaffer Account with Two-Factor Authentication (2FA).

If the invitation never arrives, email [email protected] and ask for it to be sent again.

2. Accept your job offer

After you log in, your dashboard shows Welcome to Outstaffer and your onboarding in two parts.

  1. Open your offer. Under Step 1. Accept your job offer, click Review offer next to Job offer.

  2. Review and accept. Read the offer, tick the consent checkbox under Data Privacy & Protection, then click Accept offer.

The onboarding tasks stay locked until you accept. If something in the offer is wrong, you can request changes instead. See How to Review and Accept Your Job Offer.

3. Complete your onboarding tasks

Under Step 2. Complete your onboarding you'll see seven tasks and how many steps are remaining:

  1. Personal profile: your name, date of birth and other personal details.

  2. Contact information: how to reach you.

  3. Emergency contact: who to contact if something happens to you.

  4. Tax and benefits: your Tax details and Benefits numbers for your country.

  5. Bank details: the account your salary is paid into.

  6. Identity verification: a secure identity check. See How to Verify Your Identity During Onboarding.

  7. Right to work documents: the documents that show you can work in your country.

For each task:

  • Click Complete to open it.

  • Fill in every required field, then click Save and continue. You return to the task list and the task gets a tick.

  • Click Cancel to go back to the list without saving.

  • In Right to work documents, click Save progress to keep the files you've uploaded so far and finish later.

You can do the tasks in any order and come back later. Saved tasks keep their tick.

4. Submit your onboarding

When all seven tasks have a tick, click Submit at the bottom of the task list. Submit stays greyed out until every task is complete, including Identity verification. When it's sent you'll see Onboarding complete on your dashboard.

What happens next

Your details and documents are reviewed. If you're employed through Outstaffer, Outstaffer then prepares your employment agreement for you to sign. If your own company employs you directly, your company handles your employment contract outside the platform. See What Happens After You Submit Your Onboarding.

Good to know

  • Your profile page isn't available until you submit. Until then you'll see "Self enrolment must be completed to access employee profile".

  • If you see "Error saving form", your changes weren't saved. Try Save and continue again.

  • The tasks and fields depend on the country you'll work in, so a colleague in another country may see different fields.

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