Contribution Payments, Refunds & Returns
Reports
Contributions
- Employee Creation from Contribution Upload
- Notifications for Contributions
- How to Handle Contribution Errors and Warnings SAFF file Upload
- Submitting a Contribution - File Upload
- Contribution Status List
- Contribution Authorisation Flow
Settings
- Set Up a Refund Account for Contributions
- Set Up Direct Debit for Contributions
- Users and User Management
- How to Add & Remove Default Funds
- Organisation Details
- Enable Stapling Service
Employees
- Auto-population of Employees
- Adding Yourself as an Employee When you are an Admin User in the employer portal
- Adding Employees to Your Account - Onboard Online Process - Employee View
- Adding Employees to your Account - Onboard Online Process - Employer View
- Adding Employees to your Account - Manual Process
- Editing and Updating Employee details
Registration
Dashboard Overview
Profile Settings
- Edit Personal Information - Email
- How to Change Password
- Edit Personal Information - Given Name & Family Name
- Reset Multi Factor Authentication (MFA) for a User (Org Admin)
- Edit Personal Information - Mobile Phone Number
- (Coming Soon) Update MFA Preferences - Authenticator App to SMS