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Employee Onboarding

Welcome to Workmax! We're excited to have you on board. This guide will help you get started with Workmax and complete the onboarding process.

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The exact steps you see depend on the onboarding settings your employer has enabled, so you may not see every step listed below. Follow the on-screen steps in order and click "Save & continue" on each one.

Step 1: Personal Details​

  1. Sign in to your Workmax account here.
  2. Click on the "Start" onboarding button.
  3. Enter your personal details.
    • Title
    • First Name
    • Initials (Optional)
    • Last Name
    • Passport Number
    • Personal Email Address
    • Phone Number
    • Nationality
    • National Insurance Number
    • Marital Status
    • Gender
    • Ethnicity
    • Date of Birth
    • Address
  4. Enter your emergency contact details.
    • Full Name
    • Relationship
    • Phone Number
    • Email Address
  5. Click "Save & continue" button.

Step 2: Starter Declaration​

Your answers help payroll calculate the correct PAYE tax and student loan deductions from your salary.

  1. Complete the starter declaration checklist.
    • Starter Declaration (First Job Since the 6th April - A, This is my only job - B, I have another job or pension - C)
    • Student Loan (Yes or No)
    • Postgraduate Loan (Yes or No)
    • Select your student loan plan (Plan 1, Plan 2, Plan 4 and Postgraduate Loan)
  2. Click "Save & continue" button.

Step 3: Salary Payment​

Add the bank account your employer will use to pay your salary.

  1. Enter your bank details.
    • Sort Code (6 digits)
    • Account Number (8 digits)
    • Account Name
  2. Click "Save & continue" button.

Additional Steps​

Depending on your employer's onboarding settings, you may also be asked to complete some of the following steps. If they are not required, you will not see them.

  • Address History: Provide the address history your employer needs for compliance checks.
  • Employment & References: Add your employment history and references.
  • Education History: Record your education history.
  • Documents: Upload any required onboarding evidence and documents.

Click "Save & continue" on each step to move on.

Final Step: Done​

On the final step you can review any outstanding tasks and add an optional profile photo.

  1. Review any outstanding tasks.
  2. (Optional) Click "Add profile photo" to upload a profile picture.
  3. Click "Complete onboarding" button.

Congratulations! You have successfully completed the onboarding process. You can now access your dashboard and start using Workmax.