Customising superannuation details

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How to Add Superannuation Details in Staff Onboarding


Adding superannuation details during staff onboarding ensures compliance with Australian regulations and simplifies payroll processing. This guide explains how to add superannuation information to the onboarding link. By following these steps, you will streamline the onboarding process for new employees and ensure all necessary details are collected. Make sure to review how onboarding works by following the guide on Customising Employee Onboarding before starting.


1. Access Onboarding Settings


This section covers how to access the Onboarding settings to enable superannuation details in your onboarding process.

1.1. Open the top menu.

1.2. Click on Settings.

1.3. From the dropdown menu, select Onboarding.


2. Activate Superannuation Field


Follow these steps to activate the superannuation field and make it mandatory for staff to fill out.

2.1. On the pop-up page, click Activate for Onboarding.

2.2. To make superannuation a required field, click Mandatory.


3. Download Superannuation Standard Choice Form


You need to download the Superannuation Standard Choice form from the ATO website for staff to complete.

3.1. Click the provided link to download the Superannuation Standard Choice Form directly from the ATO website.


4. Add Documents for Staff


In this section, you will upload the superannuation form to ensure it is available to staff during onboarding.

4.1. Add the downloaded superannuation form to the Company Documents section of your onboarding settings.

4.2. Confirm that staff can access and complete the superannuation form during their onboarding.


5. Provide Onboarding Link to Staff


5.1. Once the setup is complete, provide the onboarding link to staff so they can fill out their superannuation details.

5.2. Staff will receive a link with all necessary onboarding information, including the superannuation details to be filled out.


FAQs on Adding Superannuation Details in Staff Onboarding


1. How do I access the onboarding settings to add superannuation details?

To access the onboarding settings, open the top menu and click on Settings. Then, select Onboarding from the dropdown menu.

2. Can I make the superannuation field mandatory for staff?

Yes, you can make the superannuation field mandatory by clicking Mandatory after activating it for onboarding.

3. Where can I download the Superannuation Standard Choice Form?

You can download the Superannuation Standard Choice form directly from the ATO website by clicking the provided link in the onboarding settings.

4. How do I upload the superannuation form to the onboarding process?

After downloading the form, upload it to the Documents section of your onboarding settings. Make sure staff can access it during their onboarding.

5. How do I send the onboarding link to staff for superannuation details?

Once the setup is complete, send the onboarding link to staff. They will receive all necessary information, including the superannuation details to complete.

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