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.

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: Bank Details

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

Step 3: Starter Declaration Checklist

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 4: Done

Click "Done" button.

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