To add an Employee into the Employer Portal click the top right button + New Employee

Select either Onboard online or Manual input.

Select Onboard Online to send an email to your employee to enable them to register themselves with their own personal details 

You will have the option to select the tasks you would like to complete online. Personal details will always be mandatory.

 

 

Add in the Personal email of your employee along with their Legal given name and family name. You can also add their Payroll ID if known. This is an optional field and this detail can be added in at a later date. Select “NEXT”

Next you will need to add in some details of their employment. Employer will be pre populated. Add in the employment basis and their role. You can add in the employment start date. The end date is optional as may not be known. Select “NEXT” 

Next you will have the opportunity to review the details you have added. You can edit the details if you have added incorrect information. 

Once you are satisfied the information is correct select “SEND INVITE"

 

TIP: INVITE link will be active for 7 days. If the employee has not registered themselves to onboard within that timeframe, you will need to "resend invite"

 

Your new employee will receive an email with your branding (if you have set this up) Welcoming to the onboarding process and with a link to register. In the examples below we have used a fictitious company names "POLLEN" 

 

 

Once you have hit the "START ONBOARDING" button you will be directed to a registration page.  

The employees First name, last name and email address will be pre populated. The employee will  need to check the box for terms of use and Privacy policy 

 

 

 

The employee will be prompted to create a password. 

 

The employee will be prompted to set up Multi Factor Authentication (MFA) 

 

TIP: It is recommended to use an authentication app as having two forms of security provides extra protection to your account

 

 

For more details on setting up an authentication app please see Setting Up MFA 

 

Select your preferred MFA and enter your code

 

 

Congratulations your MFA set up is complete. You can now verify your mobile number for added security or skip for later 

 

Your employee has now created their user acount. Select CONTINUE 

 

 

Your employee will see a screen with a list of tasks to complete. They can select each tile to complete the task. 

 

Personal details will request the following. 

 

TIP: Title is a compulsory field as it is required as part of the SuperStream Standard

 

You can start to type in your address and our address validation will return the address in the correct format. If you cannot find your address, select the checkbox - Enter address manually and enter your address.

 

 

 

Once the personal details task is complete the employee will return to the home screen where the employee can select the next task to complete. There will be a green checkbox next to the tasks that have been completed.

 

The employee will need to complete their Tax File Number Declaration. Using the personal details that have been provided, we use these details to verify the Tax file Number entered matches the person. If any details in this screen are incorrect, we ask the employee to go back and edit and update their personal details so they are correct.

 

 

Enter your Tax File Number or select "I don't have a TFN"

 

 

If the employee selects "I don't have a TFN" they will be prompted to choose a reason

 

 

Once a TFN has been entered and validated or a reason selected for not having one, the employee will need to answer another couple of questions then select "DONE" to complete the TFN task 

 

 

 

 

Next section is to complete the Bank details - the employee will be presented withn the following screen to complete:

 

 

 

Finally employee will need to select their choice of Superannuation fund 

 

The employee will have the option of selecting their choice or the employers default fund

 

If the employee selects "Your Choice" they can input their Fund details. 

 

The employee can add their fund name and our Fund verification Service Look up will return the options of Funds under that name. The employee will need to add their member number and "CONFIRM NOMINATION" 

 

If the employee select "I manage my own super fund (SMSF) they will need to fill in the details of their SMSF. Once complete, select "CONFIRM NOMINATION"

 

 

Finally, if the employee doesn't have a superannuation account or wish to join their employers default account, they can select "Your employer's fund" 

 

 

The employee will be presented with the employers default account and be prompted to join the default superannuation fund. 

Once complete, the employee will return to their home page where they can see all their details are complete. 

 

 

They can "SUBMIT" the details to ntheir employer. Once they select "SUBMIT" they will be shown a screen to confirm submit. Once confirmed slecet "Yes, submit"

 

 

 

The employee will receive a confirmation that the onboarding is complete. The employer will also see that the employee is now ACTIVE in their employee page of the employer portal