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Getting employees to check their details

If you've manually set up an employee by entering some or all of their details yourself (instead of the employee self-onboarding), or the employee wants to update any of their contact details at any time, you can send them a secure request to review their details.

This request is sent via email and an optional text message to ensure the employee sees it – and responds – as soon as possible.

The employee can then correct anything that's wrong or missing, and submit any changes straight into your MYOB Business*.

To send a review request

  1. Go to the Payroll menu > Employees.

  2. Click the employee.

  3. On the Contact details tab, click Request employee details.

  4. Enter or confirm the employee's name and email address. The email address must be unique for each employee.
    If you need the employee to submit a new or updated tax file number declaration, make sure there's no tax file number in their employee record (Payroll details tab > Taxes tab).

  5. If you'd like to also send the request via SMS text, enter the employee's mobile number.

  6. Choose the employee’s Employment basis and Employment category. When the employee reviews their details, they'll be provided the applicable Fair Work Information Statement (as required by Fair Work). If you choose Casual the employee will also be provided the Casual Employee Information Statement.

  7. If you see the option Invite to employee benefits, choose whether you want to give the employee access to employee benefits.

    If you’ve already set up employee benefits you won’t see this option as your employee will already get access to employee benefits via the Flare app once they’ve completed reviewing their details.

  8. Click Send. An email (and SMS text message if you've entered a mobile number) is sent to the employee guiding them through the process.

Example review employee details screen

What the employee sees

The employee will receive an email similar to this one (and a text message if you entered their mobile number) containing a link to a secure online form.

Example email for employee to review details

When they open the form, they'll see their details from your MYOB business. They can double-check what's there, make any changes or enter any missing information (fields marked with an asterisk are mandatory).

They can click Save and continue to progress to the next tab, until finally submitting the info.

Displaying the Tax Details or Bank Details tabs

If you've set the employee's payment method to cash or cheque in MYOB, they won't be shown the Bank details tab.

Similarly, if you've already entered a tax file number for them, the Tax details tab won't be shown. To show this tab, you'll need to remove the tax file number from their employee record.

Example personal details tab
Example emergency contacts tab
Example bank details tab
Example tax details tab
Example super selection tab - first screen
Example super selection tab - second screen

Once the employee has completed all mandatory information, they can click Submit.

Example completion screen

*This service is provided by our related entity Flare HR Pty. Ltd.

After the employee submits their details

When the employee submits their details, you'll receive an email detailing what they've provided. You can view the employee's updated details in their record (Payroll menu > Employees > click to open the employee's record).