Completing your onboarding invitation
MYOB Acumatica — Workforce Management is online software that businesses use to manage rosters, approve timesheets, and make it easy for new employees to come onboard.
Why have I got this email?
When you accepted a job offer from a company using MYOB Acumatica — Workforce Management, they’ll send you an email inviting you to onboard with them.
The sender of the email is MYOB Advanced Team, and the email looks something like this:
![AWFMInvitationEmail.png](../__attachments/72778738/AWFMInvitationEmail.png?inst-v=0a9f74fc-52bb-4417-9d92-31d0022bf099)
Got an SMS instead?
Onboarding invitations can also be sent by text message.
What is onboarding?
Onboarding is a quick and easy way of getting all your important info to your employer. This includes:
Your personal details, including your full name and address
Your tax number and bank account number
Information about your right to work, including visas and citizenship
Once the onboarding process is complete you can spend more time getting to grips with your new job and less time fossicking around for papers.
Where’s my invitation?
If you’re expecting an onboarding invitation and didn’t get one, check your spam folder. If it’s not in there, let your hiring manager know so they can resend the invitation, and make sure they have the correct email phone number.
What do I do?
To get started, click the Go to onboarding button in the email, or tap the link in the SMS. The onboarding form will open.
Create an account
The first step is to create an MYOB Acumatica — Workforce Management account. Click Start, then Create a new account and follow the instructions to sign up.
![AWFMInvitationSignUp.png](../__attachments/72778738/AWFMInvitationSignUp.png?inst-v=0a9f74fc-52bb-4417-9d92-31d0022bf099)
Right now you’ll just use this account for onboarding, but once that’s done it may also be used for checking your roster, clocking in and out of shifts, requesting leave and a bunch of other stuff.
Used MYOB Acumatica — Workforce Management before?
If you’ve already got an account from a previous employer, click Use an existing account and sign in using your old account details.
Fill out the onboarding form
Once you’ve created an account and accepted the privacy policy, the onboarding form will open on the Job Details screen. This screen shows information about your new job, including the start date, pay rate, and manager.
![AWFMInvitationJobDetails.png](../__attachments/72778738/AWFMInvitationJobDetails.png?inst-v=0a9f74fc-52bb-4417-9d92-31d0022bf099)
Check everything is correct, then sign the page by ticking the boxes, scribbling your signature, and clicking Sign. Once that’s done, click Save & Next to move on to the next screen. Continue through each screen, filling out all your details and signing where necessary.
Tips:
As you complete each screen click Save and then Next.
You can also use the panel on the left to navigate through the screens. As you complete each page a tick will help you track your progress.
If you can’t finish in one go, don’t worry. You can reopen the invitation from your original email, with all your information saved.
If you’re having trouble saving, scroll to the top of the screen to check for warning messages.
In Australia, you can use the superannuation screen to find the right superannuation provider for you, or enter the details of your existing (or self-managed) super fund.
What happens next?
When you’ve completed the form and signed the final declaration, the MYOB Acumatica — Workforce Management web app opens, and a notification is sent to your hiring manager so they know you’ve finished.
![AWFMInvitationMyProfile.png](../__attachments/72778738/AWFMInvitationMyProfile.png?inst-v=0a9f74fc-52bb-4417-9d92-31d0022bf099)
To review the information you entered, click your name at the top-right of the screen, then My Profile. Your manager will tell you more about how your company uses the other features.