How to use the Wise App 

10 December, 2021

Hi there, if you have been invited to download the Wise platform then you are in the right place. In this article, we will help guide you through the setup of your account and help you choose the best product to suit your needs!

What is the Wise platform?

We help grow, streamline and protect companies with drivers. Learn more about the benefits of using the Wise App here.

What can you do?

From the Wise App, you will be able to manage your job applications, upload and sign documentation digitally, share key information with the company you are working for and be introduced to essential products and services such as accountancy.

How to use the Wise App – Getting set up

  1. Accept your invitation to the Wise platform & sign up

If you haven’t already downloaded the wise app, click this link on your mobile device and it will take you where you need to go. 

If you have downloaded the app, great! 

The first thing you’ll need to do is create an account. To do this you will need a username (this will be the email address you provided to the company you are working for) and an access code (which can be found in your email inbox). 

If you have any issues at this stage, please check to make sure the email address you are using is the same as the one you provided to the company you are working for.

  1. Complete your account set-up

The next stage will require you to insert your personal information such as full name, date of birth, national insurance number, unique tax reference number and home address. We also ask you to upload a profile photo, as it helps your team identify you in the Wise platform. 

Tip: Make sure all the images you upload and the pictures you take are clear. Uploading poor quality or incorrect images and documents can slow down the application process.

  1. Upload key documents 

The most important stage of pre-interview preparation is ensuring you have uploaded your key documents such as your driving licence and right to work. Your evidence needs to be approved before you can begin to sign any documentation.

  1. Toxicology test and background check

For the background check and toxicology test (if required as part of your onboarding process), you will be presented with a message saying you have no actions to take. The business you are working for will take control of your application at this stage.

The toxicology report will be a piece of paper with your personal details on and includes information on which test (alcohol or drugs) you were tested on and most importantly, whether they came back positive or negative.

The background check will be a report which shows whether you have any criminal convictions etc. Most UK employers implement this as part of their recruiting process – so there is no need to worry!

  1. Signing your policies/documents

At this stage, you will be asked to sign policies, this is a mandatory part of your application, which won’t be able to become approved until these have been signed. Examples of policies and/or documents you could be asked to sign are: “Driver Handbook”, “Stop & Search Policy”, “Heavy Goods Safety” etc.

  1. Induction

The induction stage is left in the hands of the company you are onboarding with, who decides on the basis of all the other steps you were required to complete whether you have passed or failed.

  1. Pick a product

Congratulations! You have successfully passed all your required tests and uploaded the correct details! You now have two products to choose between Wise invoicing or Beamin’.

Wise invoicing – Wise invoicing gives you the option to raise invoices, receive weekly payments and receive payment amounts via text.

Beamin’–  Beamin’ is our recommended digital accountant, helping you take home more money. We make tax clear, simple and rewarding. 

What’s included with the Beamin’ product?

  • Beamin’ will automatically save the VAT you owe HMRC on your behalf 

  • You can provide evidence of additional income or expenses easily through the Beamin’ app

  • Beamin’ will submit your quarterly VAT submissions and pay VAT quarterly to HMRC on your behalf

With both products, as a Wise app user, you can enjoy free access to our full suite of perks. 

Once you have chosen the product best suited to your needs, continue to the payment details page to ensure you will get paid!

  1. SLA

One of the final steps, instructs you to sign an SLA (Service-level agreement) – these will be terms and conditions.

Note: On occasion, you may be requested to re-sign your SLA if it has been updated. Re-signing is easy, just go to your SLA in the Wise app.

And that’s a wrap! If you have reached this stage, you should have successfully set up your account ready for your first day!

If you are experiencing any difficulties while setting up your account or have any questions, please contact the company you are working with.

Other blogs you might find interesting.

Onboarding process for new job roles

1 March, 2024

What is onboarding?

26 February, 2024

The consequences of your business not being compliant

23 February, 2024

Legal vs compliance. What’s the difference?

19 February, 2024

How to onboard remote employees

16 February, 2024

5 compliance mistakes you may not know you’re business is making

13 February, 2024

Contracts: Five mistakes to avoid

9 February, 2024
Retain Drivers Feature

Want to offer workforce perks? Here are 5 great ideas

5 February, 2024

Employee Spotlight – Tom

5 February, 2024

3 must have policies your private hire business needs

29 January, 2024

How to get onboarding right

29 January, 2024

What does onboarding involve?

26 January, 2024

Why is onboarding important?

22 January, 2024

How onboarding works

19 January, 2024

What is employee onboarding?

15 January, 2024

Tech ensuring compliance in private hire services.

11 January, 2024

A guide to onboarding with the Wise last-mile delivery platform

11 January, 2024

Reflecting on a Remarkable 2023: Wise’s Year in Review

11 December, 2023

Stay on Top of Important Dates with Expiry Reminder Software

8 December, 2023

Wise awarded ‘Most Innovative Company of the Year’

7 December, 2023

Employee Spotlight – Chloe

4 December, 2023

Wise Charity Bake Off for Pancreatic Cancer UK

4 December, 2023

Preparing for 2023 peak deliveries

1 December, 2023

The best document expiry software

30 November, 2023
wise benefits

4 ways to retain drivers when you can’t increase their pay

27 November, 2023

Driver onboarding checklist for peak

24 November, 2023

What contracts do I need to onboard delivery drivers?

20 November, 2023

The best ways to retain delivery drivers in 2023

17 November, 2023

Employee Spotlight – Evie

16 November, 2023

How to stop drivers dropping off in the onboarding process

13 November, 2023
Contract For Services Review

4 most important documents to onboard delivery drivers

6 November, 2023

How to effectively manage peak period as a parcel delivery service

3 November, 2023

Navigating the costing pressure in the last-mile industry

23 October, 2023
dan sitting with a colleague

Wise attends Amazon Ignite 2023

16 October, 2023

What is an onboarding process?

13 October, 2023

What does it mean to be FCA Regulated?

13 October, 2023
great place to work

Wise achieves Best Place To Work third year in a row

12 October, 2023
App User

Payment software for courier businesses

6 October, 2023
Expiring & Re-uploading Evidences

How to simplify and save time on payroll

4 October, 2023

Improve Driver Retention: How to Boost Take-Home Pay

21 September, 2023
Set Job Roles and Employment Journeys

How the Wise app works: Wise Invoicing

18 September, 2023

The impact of 24/7 Mental Health Support

31 August, 2023

4 benefits of document management software in logistics

31 August, 2023

Why is compliance important in the last-mile sector?

29 August, 2023

Streamline your driver onboarding process with onboarding

25 August, 2023

Preparing new delivery drivers for the Christmas Rush

22 August, 2023

Employee Spotlight – Gavin

22 August, 2023

Preparing for Peak with Effective Driver Onboarding

18 August, 2023

Employee Spotlight – Adina Bogdan

18 August, 2023

Even More Benefits Of Being A Self-Employed Courier

11 August, 2023

Recapping Wise’s Unforgettable 2023 Client Events Calendar

11 August, 2023

How the Wise app is improving self-employed driver wellbeing

11 August, 2023

5 top job boards to recruit courier drivers in 2023

11 August, 2023

The impact of Digital GP services for self-employed drivers

11 August, 2023

How to attract new clients to your delivery business

11 August, 2023

How Wise’s driver perks package can reduce turnover rates

11 August, 2023

Best practices for recruiting and retaining new drivers

11 August, 2023

3 steps to a perfect driver onboarding process in 2023

11 August, 2023

Why is a good driver onboarding process important?

11 August, 2023

Elevating Last-Mile Logistics with Customisable Evidence Collection

11 August, 2023

Everything you need to know about IR35

27 July, 2023

Submitting your UTR number

27 July, 2023

Epic Clash: Clients vs Employees Football Match

3 July, 2023

4 Key Trends in the delivery industry so far in 2023

26 June, 2023

What is onboarding in recruitment?

22 June, 2023

What are the perks of being a self-employed driver?

21 June, 2023

Driver onboarding: top tips for a quick start

14 June, 2023

How to access mental health support through the Wise App

1 June, 2023

What are the perks of being a self-employed driver?

26 May, 2023

Four ways to optimise delivery operations

24 May, 2023

5 self-employed driver recruitment and retention strategies to boost fleet performance

22 May, 2023

Mental Health Awareness Week 2023

15 May, 2023

Updates from Wise

12 May, 2023

Reduce driver drop-off with an industry-leading onboarding platform

11 May, 2023

Three tips to speed up your self-employed driver onboarding

10 May, 2023

How Wise is helping to transform couriers’ self-employment experience

8 May, 2023

 Six things you need to know about an SLA

5 May, 2023
SLA auto re-sign

Experience easy self-onboarding with the Wise App

5 April, 2023

Stay on the road with 24/7 roadside assistance.

4 April, 2023

How to access Digital GP through the Wise App

3 April, 2023

Unlock exclusive savings with the Wise App

1 April, 2023

HMRC nudges self-employed workers for undeclared tax

23 February, 2023

Employee spotlight – Becky

8 February, 2023

How to onboard a new employee

5 February, 2023

Employee Spotlight – Anthony Tabone

15 December, 2022

Why should you streamline your workforce management?

13 December, 2022

How important is to have a written agreement

8 December, 2022

How businesses are getting ready for peak

18 November, 2022

Amazon Ignite Connect Expo

19 October, 2022

Birmingham Tech Week 2022

17 October, 2022

Strengthen your compliance

10 October, 2022

IFLY with Wise

7 October, 2022

We’re a Best UK Tech Workplace

28 September, 2022

Employee Spotlight – Joana

14 September, 2022

How to boost your recruitment and retention rates

6 September, 2022

Onboard new self-employed drivers in just 10 minutes

19 August, 2022

One year in our HQ!

15 August, 2022

Attract new users with Wise

12 August, 2022

The Wise Journey

11 August, 2022

Wise Client Golf day at the Belfry Hotel & Resort

9 August, 2022

Why is the onboarding process so important?

3 August, 2022

Self-employed health: Is it something you’re neglecting?

1 August, 2022

Talk to Us Month 2022

25 July, 2022

The cost of living crisis – How Wise helps the self-employed

6 July, 2022

The Wise App launches exciting savings perk

1 July, 2022

Employee Spotlight – Brad Davies

1 June, 2022

How Wise is helping to transform business owners’ self-employment experience

18 May, 2022

Who are Securitax?

6 May, 2022

The importance of compliance

5 May, 2022

What does HM Revenue and Customs (HMRC) mean to the self-employment industry?

5 May, 2022

Supervision, direction and control (SDC) – explained.

21 April, 2022

Mutuality of Obligation – explained

20 April, 2022

The right to substitute – explained

19 April, 2022

How to set up your own limited company

14 April, 2022

What is the difference between a sole trader and a limited company?

5 April, 2022

Why be self-employed? The benefits

22 March, 2022

12 things you need to know about Unique Taxpayer Reference Numbers

16 March, 2022

How businesses are using the Wise onboarding system to save time and money 

11 March, 2022

Supporting the Princes’ Trust Future Steps Challenge

28 February, 2022

Five ways to ensure you have a happy and healthy workforce

23 February, 2022

Why is there a high turnover rate for self-employed drivers

16 February, 2022

The nation’s view on self-employment

14 January, 2022

How to become a self-employed courier driver

5 January, 2022

Checking in on Solihull Moors Football Club

3 January, 2022

The Big Wise 2021 Review

3 December, 2021

Wise scoops West Midlands Tech Award

17 November, 2021

Wise recognised with Armed Forces Covenant Award

10 November, 2021

Pathways charity announcement

19 October, 2021

The Great Wise Bake Off

14 October, 2021

A sneak peek into the brand new Wise office

29 September, 2021

Wise recognised as Great Place To Work ™

22 September, 2021

The numbers behind the logistics industry

23 July, 2021

Kicking off an exciting new partnership

1 July, 2021

Wise goes up a gear with FHO racing BMW motorrad sponsorship

14 June, 2021

Addressing workforce issues in the logistics industry

11 June, 2021

The big Wise glossary of terms

9 June, 2021

Wise – new system & mobile app launch

7 June, 2021

Interested in the Wise software?

 Fill out the form to speak with a member of our sales team.