Context: This guide demonstrates how to configure a contribution refund account within the Employer 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. Manually Onboarding Employees to your Organisation
2. To onboard a new employee, navigate to the Employees tab.
3. Click New employee.
4. Select Manual input.
5. Click Next.
6. Complete the Personal details section for your employee.
7. Enter the employee's address. This can be done via search, or manually by checking Enter address manually.
8. Next, enter your employees TFN details. In our case, we'll check The employee has elected not to supply their TFN.
9. If known, enter your employee's bank account details.
10. Enter your employees fund details.
11. If you do not know your employee's fund details, click No. Check out our guide on performing a stapling request to understand how to find your employee's fund.
12. As we know our employee's fund details, click Add fund to configure them.
13. By selecting APRA as the fund type, you can search for any APRA superfund to return the correct fund details.
14. If your employee uses a self-managed superfund, select the SMSF radio button. Enter their SMSF details and click Add fund.
15. If your employee either belongs to, or has opted to use your default fund – select the Default radio button.
16. Note: If the employee does not yet have a member number with this fund, leave this field blank. A member number will be generated for them.
17. Our employee has opted to use our default fund.
18. If needed, you can remove this fund.
19. The portal supports multiple funds for employees. Let's add another.
20. Select the fund and enter your employees member number. Once done, click Add fund.
21. We've successfully configured the two funds for our employee.
22. Now, let's click Next.
23. On the Employment details screen, enter your employees details.
24. Once ready, click Next.
25. Use the review screen to confirm all of your employees details.
26. If you wish to make any updates, you can click Edit to update any section.
27. Once ready, click Add employee at the bottom of the page.
28. You've successfuly added your new employee to your organisation. Click Go to employee profile to continue.
29. You will be directed to your employee's profile. Here, you can edit and update their details as needed.
