How do I view the on-boarded employee details in the portal?

After employees have completed their on-boarding, you are able to view all of the details that they have entered. On the Dashboard view, on the Employee Services panel, click the Employees button.

The screen that displays, shows the process steps across the top, starting with Select Employers.

2. If you have access to multiple employers, you will need to select the relevant employer(s) from the Select employer(s) to maintain drop down.
If you have access to only one employer, all on-boarded employees for that employer will automatically display.

3. Click Next. It may take a few moments for members to load, depending on the number.

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

4. If applicable, resolve any validation errors for the employees.

If there are validation errors, you are able to move to the next screen by clicking Next in the following step.

5. Click Next.
The screen progresses to the Review step where you can view the list of employees.

6. To view details entered by employees, click the tabs across the top of the screen, e.g. TFN Declaration and Fund.

To search for a particular employee, type part or all of their name in the Search field.