How to update an existing employee's details?

You can update member/employee details using the Member Maintenance function. Updates may be required because of: 

• Surname changes 
• Address changes 
• Change of fund 
• Changes/end of employment. 
• Changes to Salary 

You can also add new members using the Member Maintenance function. 

1. On the Dashboard view, on the Maintenance panel, click the Member Maintenance button.
   
   The screen that displays, shows the process steps across the top, starting with Select Employers.                  
   If you have access to only one employer, all members for that employer will be automatically displayed.
   
   However, if you have access to multiple employers, you will need to select the relevant employer(s) before progressing to the next step. After selecting one or more employers, click Next, and then all member records associated with the employer(s) will display.
   
   It may take a few moments for members to load, depending on the number.
   
   
   

   If mandatory information is missing for one or more members, validation errors will occur and the screen will only progress to the Validation Issues step. 

   
   
2. If applicable, resolve all validation errors for the members.
   
   If there are no validation issues, the screen progresses to the Review step where you can make edits to the listed members.
   
   
   
3. To edit a member’s details, locate them in the list, and then click the Person icon in the Action column.
   
   The Member Management popup opens and displays the member’s information in a series of panels and tabs. You can either scroll down to see each panel, or click a tab to jump to its panel.
   
   
4. Click in a field that you want to update, and type the new/updated information.
   
   
5. Click the Save button when done. The Portal will confirm the changes have been saved.
   To update another member, repeat steps 3 to 5.
   
   
6. After updating a member, you can view an audit of the change by clicking the View Changes icon in the Actions column. This opens the Audit History popup that shows what information was changed, what the change was, and who changed it.
   
7. Click the Close button when done.
   
   
8. After you have finished all of the updates (and there are no validation errors), 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).