How do I add a new member to a fund?

On the Employer Portal Dashboard click on the Add Member button

You will be shown the Add Member screen where you can add the required details and save.

Remember to provide all the mandatory information required, otherwise you will be presented with a validation error and will not be able to submit your information until the validation error has been resolved.

Once you have reviewed all the member details, click the Confirm and Send button on the Review screen.

This will add these member records to the database and send a message through to the Super Fund, known as a Member Registration Request (MRR), notifying them of the new member.

Adding a new member by file load

New member

If you are using a file upload for your submissions and the member data is in the file, the Portal automatically creates the new members using that data. So, you will not need to use this manual Add Member process.

Member with multiple Payroll IDs

As above with a new member, the first record loaded via file upload (ie. Payroll ID 1) creates an Employee. When the system sees the Same member with a different Payroll ID (ie. Payroll ID 2) in the file – it correctly triggers the Key Data Change screen. In this scenario, the user should click “Create Employee”. The outcome is two employee records are created.

On the second and subsequent loads, as the system can successfully match the payroll IDs (as both are stored in the system) no key data change appears.