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Introduction

Adding superannuation details during staff onboarding ensures compliance and helps streamline payroll processes. This guide will walk you through the steps to include superannuation information in the onboarding link.

Before proceeding, make sure you are up-to-date on how Onboarding works: click here to learn more.

Steps to Add Superannuation Details

1. Access Onboarding Settings:

  • Go to the top menu and click on Settings.
  • Select Onboarding from the dropdown menu.

2. Activate Superannuation Field:

  • In the pop-up page that opens, click on Activate for Onboarding.
  • To make superannuation a mandatory field, click on Mandatory.

3. Download Superannuation Standard Choice Form:

  • Download the superannuation standard choice form directly from the Australian Taxation Office (ATO) website using the link provided on the right.

4. Add Documents for Staff:

  • Add the downloaded superannuation form to the Documents section.
  • Ensure that staff can access and complete your preferred forms during onboarding.

5. Provide Onboarding Link to Staff:

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

Conclusion

Following these steps ensures that superannuation details are properly collected during the staff onboarding process. This helps maintain compliance and smooth payroll operations.

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