Context: This guide covers the ability to update both the personal and employment details of your employees within the Wrkr Portal.
Interactive Demo
Note: Make the demo full-screen for a better experience. You can mute/un-mute narration to suit your preferences.
Step by Step
1. Editing and Updating Employee Details
2. Within the Employees tab, you can update the employment details by clicking the action menu for any employee.
3. Select Edit employment details.
4. Here, you can update any employment details for your employee. If changes are made, click Save.
5. To edit an employee's personal details, click on the employee's name.
6. Note: You can also update the employee details for those onboarded via Contribution file. It's important to ensure that changes made are also reflected in your payroll for any given employee.
7. The employee details screen allows you to edit personal details, fund choice, TFN details etc. You can edit any of these sections by clicking Edit within the section header.
8. You can also update the employee's employment details, cease employment, or view their contribution history via the Actions drop-down.
9. Further down the Employee details screen, you have the ability to edit and update their fund choice.
10. If an employee has been onboarded manually, or via contribution upload – you are able to add additional funds. Click Edit.
11. Click Add fund to add another fund.
12. We've added AustralianSuper.
13. To remove either of the funds, click Edit again.
14. We'll remove AustralianSuper. Click the remove button.
15. To confirm removal, click Remove.
16. Once you're happy with your fund changes, click Save.
