Adding Employees to your Account - Manual Process

Context: This guide covers how to onboard employees to your organisation via manual onboarding.

This article covers how to manually register new staff via the legalsuper Employer Access portal. To ensure compliant superannuation contributions, employers must navigate to the employees tab and enter essential personal data like contact details and Tax File Numbers for each individual.

Adding employees to your Employer portal

1. To add an Employee into the Employer Portal, click Employee tab and click the + New Employee button top-right button.
    

   Tip: If you have not onboarded an employee to you platform before you will see an Add Employee button on your Dashboard page and in the centre of your Employee Management page.

   
   
    

2. Select the Manual Input option to manually onboard the employee into the Employer Portal. Once you select Manual Input, then click the Next button.
   
   
    

3. 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.

4. 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.
5. 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.
   
   
    
6. Ensuring the correct date of birth is entered is crucial for accurate records and compliance. Double-check with the employee if needed before proceeding.
    
7. Mobile phone numbers and payroll ID are helpful but optional pieces of information. 
    
8. Enter the employee’s address by typing it into the field. A drop-down will appear with suggested addresses. If the address doesn’t appear, you can manually enter it, provided it is a valid address.
    
9. 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).
   
   
   
    

10. 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.

    

11. 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. 
     

12. For an APRA fund, please fill in the relevant fields.
     

    

13. For a SMSF, please fill in the relevant fields.
     

    

14. 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.

    

15. 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.
     
16.  Finally, input their start date and click Next  to proceed with the manual onboarding process.
    
    
     

17. 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.

     
     

18. Once all the information has been reviewed, click the Add Employee button in the bottom right corner to complete the manual input onboarding process.
    
    
     

19.  Congratulations! You have now completed the manual input onboarding process. The newly onboarded employee should now appear in your All Employees section.