Context: This guide covers how to onboard employees to your organisation via manual onboarding.
Adding employees to your Employer portal
To add an Employee into the Employer Portal click the top right button + New Employee on the Employees tab.
Select either Onboard Online or Manual Input.
Select Manual Input to manually onboard the employee into the Employer Portal. Once you select Manual Input, then click Next.
Enter the email address for the employee that you are onboarding.
Note: Check with the employee that the personal email address is valid and one that the employee can easily access.
After entering the personal email of the employee, select the title of the employee.
Tip: This step is optional and can be recorded based on the employer's or employee's preference.
Enter the first name and last name of the employee. The middle name is optional, whereas the first and last name are mandatory. Please ensure these details are entered correctly.
Ensuring the correct date of birth is entered is crucial for accurate records and compliance. Double-check with the employee if needed before proceeding.
Mobile phone number and payroll ID are helpful but optional pieces of information.
Enter the employee’s address by typing it into the field. A dropdown will appear with suggested addresses—select the correct one to save time. If the address doesn’t appear, you can manually enter it, provided it is a valid address.
If the employee has a tax file number, enter it. Alternatively, you can select the option indicating that the employee has chosen not to supply their TFN (as shown in the example below).
Enter the employee's bank details if they have been provided.
Note: In this scenario, we have indicated that we know our employee's fund details in the 'Fund Choice' section.
Next, you'll need to enter the employee's superannuation fund details. Start by selecting whether the employee is choosing an APRA-regulated superannuation fund or their personal SMSF.
For an APRA fund, please fill in the relevant fields:
For a SMSF, please fill in the relevant fields:
If your employee is going to proceed with your default fund, select Default. If they don’t already have a member number, one will be returned for them
Tip: By selecting 'No' in response to 'Do you have the employee's
fund details?' question, you can request
a stapled fund if your employee's Tax File Number is known.
For more details,
see our guide
here.
The next step is to enter the employee's employment basis (Full-time, part-time, contractor, or casual). You can also add their role/job title, but this is optional.
Finally, input their start date and click "Next" to proceed with the manual onboarding process.
The Final step of the manual input onboarding process is to review all the provided information.
Tip: This is your chance to double-check and verify that all details are correct before completing the onboarding. If needed, you can always go back and edit employee profiles later.
Once all the information has been reviewed, click the Add Employee button in the bottom right corner to complete the manual input onboarding process.
Congratulations! You have now completed the manual input onboarding process. The newly onboarded employee should now appear in your ‘All Employees’ section.
What is a Member Super Fund Verification Request (MVR) and Member Registration Request (MRR), and when are they sent?
An MRR is an existing message sent for employees who elect your employer's default fund. On receiving an MRR, the fund will verify if your employee has an account and either respond with your employee’s existing member number, or create a new membership and respond with your employee’s new member number.
An MVR is a new message introduced within Payday Super to help you verify that your employee is a member of a super fund that is not your default fund, and that the fund can accept contributions for them. An MVR is only used to verify your employee’s existing account, it cannot be used to create a new account. An MVR is triggered when:
You add your employee or make a contribution for your employee for the first time,
When you or your employee update their super fund,
When you or your employee update their TFN, Family Name, Given name, Other given name, Date of birth.
An MVR won’t be sent with each contribution, or where your employee chooses your employer's default fund.
You don’t need to choose whether to send an MRR or MVR. We use your default fund to automatically determine when to send an MRR or MVR. You can change your default fund in Settings > Default funds.
Member Super Fund Verification Status
Icon |
Tag |
Meaning |
Filter |
Tooltip message |
Alert |
| Verifying | Verifying |
Membership is being verified with the fund. |
N/A | ||
| Verifying - after contribution submission | Verifying |
Membership will be verified after a contribution is submitted. |
N/A | ||
| Verified - via MVR | Verified |
Membership has been verified with the fund |
N/A | ||
| Verified - after contribution submission due to no error response within 20 days after contribution submission | Verified |
Membership has been confirmed via historical success. |
N/A | ||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
|||
| Error - MVR fail | Error |
Member verification failed with the fund. |
Member TFN required for this Contribution Type. |