Onboarding Wizard

Note: Only available when your company uses this feature.

The Onboarding wizard starts automatically the first time you log into Powerpay Self Service to help you get set up quickly. It guides you through a set of pages where you will be able to enter, confirm and upload various personal, tax and other relevant employment information.

Depending on your company’s configuration you may not be required to complete all the steps outlined. Use these steps as a guide and skip steps not required by your company.

Your progress through the wizard displays in the blue progress bar at the top of the page.

Tip: If you are interrupted and cannot complete the wizard you can save your progress by clicking Finish Later. You will be logged out of Powerpay Self Service. The next time you log into Powerpay Self Service the Onboarding wizard will resume the process exactly where you left off. All your information will be saved.

Tasks

Depending on your company’s configuration you may not be required to complete all the steps outlined. Use these steps as a guide and skip steps not required by your company.

  1. The first page in the Onboarding wizard welcomes you to the company. Click All Good!

  2. Confirm your name and birth date. You can edit the information as required. The Hire Date is entered by the company administrator and cannot be changed.

  3. Click All Good!

  4. Enter your phone number and email address.

  5. Click All Good!

  6. Enter your mailing address.

  7. Click All Good!

  8. Enter your Social Insurance Number (SIN). If you have a temporary SIN you must also enter the SIN expiry date.

  9. If you are eligible to claim more than the basic amounts in tax credits:

    1. Download and complete the federal and provincial tax forms using the links at the top of the page. After completing the forms, save them to a location on your local machine.

      Note: Provincial forms are provided based on the province of employment.

    2. Click the Upload Tax Forms button.

      The Upload Tax Forms page opens.

    3. Click Browse.

    4. Select a completed form saved to your local machine and click Open.

    5. The selected file displays in the Document Name field. You can rename the document if required.

    6. Select Tax Form in the Type field.

    7. Click the I agree that the information is correct and complete to the best of my knowledge checkbox.

    8. Click Save. The uploaded document displays in the Document list in the centre of the page.

    9. Repeat steps b – h for each form you have completed.

    10. In the Federal Tax Exemption field select My amount is different than the basic amount and enter your amount if required.

    11. In the Provincial Tax Exemption field select My amount is different than the basic amount and enter your amount if required.

  10. Click All Good!

  11. Complete your direct deposit information. A direct deposit arrangement allows your company to deposit payments directly into your bank account. Cheques have a standard numbering system from which you can obtain all the necessary banking information for direct deposits. Click the adjacent to the Direct Deposit information field for details on how to read the information from your cheque.

    1. Select your Financial Institution.
    2. Enter the 5 digit transit number that corresponds to your financial institution.
    3. Enter your account number.
    4. Click Upload.

    5. Click Browse to locate the image. The following file types are supported: .jpeg, .png or .pdf.

    6. Select an image of your voided cheque.

    7. Click Open.

      A preview of the file displays.

    8. (optional) Click Preview to view the image. When you are finished, click Close to close the preview dialog box.

    9. Click Upload to attach the file.
  12. Click All Good!

  13. Any documents assigned to you by your company display. Some may require sign off. To view the documents click Download and review the documents.

  14. After reviewing the documents, click the I acknowledge that I have read, understood and agree to the contents of this document checkbox to sign off on any documents as required.

  15. Click All Good!

  16. Click Add New Emergency Contact.

  17. Complete the details for your emergency contact.

  18. Click Save.

    The emergency contact details display.

  19. Repeat steps 16-18 to add additional emergency contacts.

  20. Click All Good!

  21. Click Upload to upload a profile picture that will be used in Self Service and in the payroll system.

    1. Click Browse and locate the profile picture to upload.

    2. Click Open.

      A preview of the image displays.

    3. (optional) Click Crop to crop the image as required.

    4. Click Save.

  22. Click All Good!

    A summary of the information entered in the Onboarding wizard displays. Review the information. To correct any information, click Go Back and update the information as required.

  23. Click All Good!

    You have completed the Onboarding wizard!

  24. Click All Done!