How To Navigate Self Onboarding As An Employee

Goal

• How to complete Employee Onboarding in Push
• How to input personal information for my employer 

Environment:

• Push Web App

Process:

New to Push

1. Open the email invite and click Set Up My Account
2. In the new tab, input the password for your login
3. Once done, click Set Up My Account
4. Under Basic Info, fill in the required fields (i.e. Legal First/Last Name, Birthday, SIN/SSN, Mailing Address, Emergency Contacts, etc.)
5. Under Banking Info, select either Direct Deposit or Issued Cheque (note depending on your employer, you may not have an option)
   1. If Direct Deposit, input the necessary information and upload a copy of a Void Cheque
6. Under Summary, check the box that corresponds with I certify that the information in this application is accurate
7. Once done, click Next 
8. Under Forms, fill in the necessary employee documents (i.e. tax forms, averaging agreements, hiring packages)
9. Once done, click Submit, and the Company will be notified! 
10. At any time you wish to exit out of digital onboarding, please make sure to click Save in the top-right of the page
11. In the top right-hand corner, click Profile and in the drop-down menu, click Logout or click the specific Company/location you want to access!

Existing Push account 

1. Open the email invite and click I already have a Push Operations Account
2. Input your login credentials for your Push account 
3. In the top right-hand corner, click the Company name 
4. In the drop-down menu, click the Company name associated with your new employer
5. Under Basic Info, fill in the required fields (i.e. Legal First/Last Name, Birthday, SIN/SSN, Mailing Address, Emergency Contacts, etc.)
6. Under Banking Info, select either Direct Deposit or Issued Cheque (note depending on your employer, you may not have an option)
   1. If Direct Deposit, input the necessary information and upload a copy of a Void Cheque
7. Under Summary, check the box that corresponds with I certify that the information in this application is accurate
8. Under Forms, fill in the necessary employee documents (ie. tax forms, averaging agreements, hiring packages)
9. Once done, click Submit, and the Company will be notified! 
10. In the top right-hand corner click Profile and in the drop-down menu, click Logout or click the specific Company/location you want to access!

Additional Information

Your employer must send you an invite and it will be sent to the inbox of the email address you provided your employer at your time of hire. The subject of the email will be Set Up your Push Operations Account. 

The invite link will expire after 72 hours, if you do not setup your Push account in time, please contact your employer/direct manager and they can resend the invite or you can click Forgot Password on the main login page to set a password. 

If you need to stop and save any of the information while onboarding to setup your account, please press the blue Save button in the top right-hand corner. If you press the Back button on the top left-hand corner, any previous information will not be saved.

For Bank Info, you will have the ability to choose either Direct Deposit or Issued Cheque, depending on how your employer dispenses their payroll.

1. Direct Deposit:  you will be prompted to enter your banking information and upload a photo of a void cheque or picture of your direct deposit banking information
2. Issue Cheque: simply navigate through this page by pressing Next in the bottom right-hand corner

Once you have completed your onboarding, please ensure you have clicked Submit as the final step. If you do not, the information may not be saved for your Manager to review. 

If you are having trouble with self-onboarding, please contact your employer/direct manager to best assist you. 

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