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Streamlining the onboarding process

A new process for onboarding newly hired employees is being rolled out to SybizSuper customers. This will dramatically help speed up the collection and input of required information, a feature that will become very handy as proposed Payday Super legislation prompts and accelerated timetable for the payment of superannuation funds. The process will continue to evolve in both the Sybiz Employer Portal and Sybiz Visipay.

Four steps to onboard new employees

Before you start...

Login to the Sybiz Employer Portal and ensure you have Employee Services Enabled checked on the main page of the Employer Maintenance page and on the next tab, Contact, ensure the Signatory Name and Signatory Title are filled with valid values.

Step 1: Upload basic information

Prepare a spreadsheet with minimum data for one or more employees to be onboarded. The spreadsheet should contain the following information:

  • Given Name
  • Family Name
  • Birth Dt
  • E-mail

The column names are intelligently matched to the system.

Upload this file to the Sybiz Employer portal, the same portal used for uploading STP and SybizSuper information.


Step 2: Employee emailed

The new employee will receive an email inviting them to create an account on the Sybiz Employer Portal. The employee is tasked with stepping through the wizard to fill out their personal details.

Data matching occurs to automate the provision of information. SuperChoice has an extensive database of information with a significant percentage of the workforce having had super contributions flow through their systems. This includes suggesting relevant super funds based on where member contributions have flowed. Other funds can be chosen, or a ‘stapled super’ process can be followed by employees.

Step 3: Retrieve the information

Click on the View Members for Maintenance menu option in the portal and review then download the information and use it to complete employee setup in Sybiz Visipay.


Step 4: Finalise employee setup

Set department, staff types and other attributes to finalise the setup of the employee record. Onboarding will be complete via the next SybizSuper upload.