Capture new employees’ choice of super fund and Tax File Number declaration in five simple steps with our Super Fund Onboarding (SFO) tool, powered by Beam.
What is Beam?
Beam is the technology that supports a range of superannuation applications and tools including SFO and the administration of super payments.
Step 1 – log in to Employer Online
To access the SFO tool, simply:
- log in to Employer Online (If you haven’t signed up for Employer Online, you can do that here)
- select the Onboarding tab from the menu on the left, and
- select the Switch to Beam EOL button
Step 2 – Add employee record
When you open Beam, you’ll notice two tabs in the Employees section:
- Onboarding tab – holds a list of employees added by an employer that are completing onboarding tasks.
- Active Employees tab – employees move to this tab once they have completed their onboarding tasks.
To add an employee record, select the Add Employee button, either in the top right corner or middle of the page in the Onboarding tab.
If you’re not a user, you can register now at australianretirementtrust.com.au/register-for-employer-online
Step 3 – Assign onboarding tasks
Tick the boxes to assign the tasks you’d like the employee to complete – TFN declaration and Super choice.
Step 4 – Capture record
Add employee details and relevant employment information and then click the Send Onboarding Invite button to trigger an invitation email to the employee.
Step 5 – Monitor progress and follow up
Once the invitation email has been sent, you can monitor the status of the request in the Onboarding tab. Employee records are stacked vertically making it easy to keep track of multiple requests. The Status column provides colour coded badges highlighting the current stage of each request. A circular progress graph in the Name column provides a quick reference on the percentage of the request process that has been completed. You can also cancel and resend invites via the Action column.
Beam is issued by Precision Administration Services Pty Ltd (Precision) (ABN 47 098 977 667, AFSL No. 246 604). Precision is wholly owned by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL No. 228 975) as Trustee for Australian Retirement Trust (ABN 60 905 115 063).