To submit a contribution, select the contribution tab on the left hand side menu and press + NEW CONTRIBUTION
There are two ways to upload a contribution - either by File upload via a SAFF file or Manual Grid. This Guide will take you through submitting a contribution by the MANUAL GRID
Once you choose MANUAL GRID, you have the following options for adding your employee information:
- Pre-populate with last submitted contribution (if you have already uploaded a contribution in your new portal)
- Blank Grid - select this option to individually add employees
Once you have selected how you are adding the employee data, you will then need to select your contribution period.
Select SET UP to begin the set up of your contribution period.
You will then see a pop up screen to set up your recurring contribution period.
If the contribution is a "one off" you can select
Once the contribution period has been set up, please select NEXT
f you are starting with a BLANK GRID - Go to the employee field and start to enter the employees name or Employer ID
The employee field will pre populate with Employees name and member ID saved in the EMPLOYEES section of your portal. Select correct employee and select NEXT
Once you have input the data for your employee, select NEXT
Select ADD ROW to continue to add more employees
Once you have added all your employees and their data, select NEXT.
You will be presented with a summary of your contributions and Payment details screen (depending on your payment method) Once you have checked all details are correct please submit contribution for payment
EFT PAYMENT
If you are paying by EFT you will be shown a screen You will need to submit the payment using the details included in the summary below
Once complete select Return to DASHBOARD and you will see your contribution in the table. Once the EFT HAS BEEN PAID the payment status will be updated to SENT TO FUND