How do I add a new employee in the Portal?

You can add members/employees via the Add Member popup during the process of uploading or manually keying a contribution. To access the popup, click the Add Member button on the bottom of the Review step.

You can also add a member via clicking the Add Member button on the Dashboard view.

1. Click the Add Member button.
   
   The Add Member popup opens and displays the panels and tabs where the information is entered. You can scroll through these panels or click the tabs across the top.
2. Complete all available information about the member.
   
   While you do not need to enter all mandatory information at this stage, you will need to complete all mandatory fields prior to submitting.
   
   
3. Click the Save button when done. To add another member, repeat steps 1 to 3.
   Click the Rows with Changes check box at the top of the table to show only those members with changes – this is useful for a final review before submission.
   
   
   
   
4. After you have finished adding members (and there are no validation errors, eg missing mandatory details) click the Confirm and Send button on the bottom right corner.
   
   This will send a Member Registration Request through to the Superannuation Fund notifying them of the change(s).