For Digital Service Providers - Managed Services

Pre-Migration Readiness Check

wrkr aims to make the migration from ClickSuper to our new wrkr platform as easy as possible. To set up for success, we’ve prepared the below to give you and your clients a view of what to expect during migration.

To ensure that your team and your clients are ready for migration - we recommend that:

You provide wrkr with a migration contact from your team.

Create a ClickSuper account for each of your staff who need access to wrkr - generic or shared logins (eg accounts@example.com or payroll@example.com) should be avoided to prevent issues in wrkr may cause issues in wrkr.

Your clients check that their user first name, family name and emails are updated.

Your clients review their bank account and payment methods to ensure they are updated.

Plan pay runs to fall outside of the migration date to minimise disruption to your business processes.

Your team advise Wrkr if any clients that are NOT ready to migrate on the agreed date.

Migration Process - For your staff

Prior to the agreed date, wrkr will set up your channel and your staff who need access to wrkr will receive invitations to set up their User Accounts.

• Create User Account

• Setting Up MFA

Once done, your staff should see the wrkr Admin Portal Dashboard:

 

On the agreed date, wrkr will trigger the migration of your client organisations from ClickSuper - once the process is complete, your dashboard should look like this:

 

Migration Process - For your clients

Your clients will receive an email inviting them to register their user account with wrkr:

Your clients can follow the below user guides:

• Create User Account

• Setting Up MFA

Once completed, their users will be be registered with their organisations and be able to access the wrkr UI.

Post Migration

wrkr will advise your migration contact once the process is complete for all of your clients. While you can immediately start using wrkr - we recommend that you or your clients familiarise yourself with the platform, as well as review the data that has been migrated prior to processing.

You can refer to our help centre and its list of user guides that will show you through all aspects of using wrkr:

Wrkr Superannuation Contributions – Wrkr Help Centre