Adding employees to your Employer portal
To add an Employee into the Employer Portal click the top right button + New Employee
Select either Onboard online or Manual input.
Select Manual Input to manually onboard the employee into the Employer Portal. Once you select Manual Input, then click Next.
Enter the email address for the employee that you are onboarding.
TIP: Check with the employee that the personal email address is valid and one that the employee can easily access. |
After entering the personal email of the employee, select the title of the employee.
TIP: This step is optional and it is up to the employer and employee if they feel they want their title recorded. |
Enter the first name and last name of the employee. Middle name is optional whereas First and Last name are mandatory so please ensure these details are entered correctly.
Next, you must enter the employee’s date of birth. Please verify that you have the correct date of birth for the employee.
Mobile phone number and payroll ID are helpful but optional pieces of information.
Enter the employee’s address. You can do this by beginning to type the address and then picking from the drop down options presented to you to save time. If the address doesn’t appear in the drop down options, you can enter the address manually as long as it is legitimate.
Enter the Employee’s tax file number or tick the box that the employee has elected not to supply their TFN (as illustrated in the photo below)
Enter the employee's bank details if they were provided to you.
Next up you will need to enter the employee's superannuation fund details. You must first pick between either an APRA superannuation fund or their desired personal SMSF.
For an APRA fund, please fill in the relevant fields:
For a SMSF, please fill in the relevant fields:
The next step is then to input their Employment basis, (Full-time, part-time, contractor or casual), then you can provide their role/job title if desired but this part is optional.
Finally you will need to input their start date and then click next to continue the manual input onboarding process.
The Final step of the manual input onboarding process is to review all the provided information.
TIP:This last stage should be seen as a chance to check and verify correct details before completing the onboarding process. It is possible to go back into employee profiles and edit information at a later date if necessary. |
Once all Information has been reviewed, you can then click the Add Employee button in the bottom right corner to complete the manual input onboarding process.
Congratulations you have now completed the manual input onboarding process and now the newly onboarded employee should appear in your ‘All employees’ section.