How do I update employee details including their status?

Go to your Portal Dashboard and click on the Member Maintenance button.

If you have access to multiple employer entities, you will be asked to select the relevant employer record from the drop-down list.

You can select all employers your user ID is linked to and all members will be displayed in the Review screen.

Click on the Person icon under the Actions column.

You will be presented with the Member Management screen where you can update the required details.

If you wish to make a member record Inactive, please choose 'Inactive' from the dropdown menu on the 'Status' field.

Once all changes are made, click Save.

Once you have made all the required updates, click Confirm and Send on the Review screen.

This will update the database and send a message through to the Super Fund, known as a Member Registration Request (MRR), notifying them of this change.

Important Notes:

• If you are using a file upload for your submissions and the updated employee data is in the file, the Portal will automatically update the employee's data.
• If a file upload submission that includes a employee details change is cancelled, the Member Message (MRR) may not be sent to the receiving super fund until a further change is made for the same employee record.
• If you wish to remove a member (ie. inactivate the member) from the grid (during a contribution load) you can set their status to 'inactive'. These members can always be viewed under Member Maintenance.