To help our customers streamline their onboarding processes, we've partnered with SuperAPI Pty Ltd to collect and validate bank, tax, and superannuation details in Australia. SuperAPI operates as a subprocessor of Humanforce and is covered under our Privacy Policy.
We expect to be able to collect bank, tax and super details from new starters at the end of September. Keep an eye on our Release Notes to learn when this has been released.
Follow the instructions below to configure your business entities in preparation for collecting bank details, and issuing TFN Declarations and Superannuation Standard Choice forms to your employees automatically through intelliHR as part of your Onboarding process.
This article covers:
- Creating a New Business Entity to Support Bank, Tax and Superannuation Collection
- Editing an Existing Business Entity to Support Bank, Tax and Superannuation Collection
Creating a New Business Entity to Support Bank, Tax and Superannuation Collection
1. Navigate to Settings >> All Settings >> Business Entities
2. Select Create Business Entity
3. Select Country >> Australia. Additional fields will now become required including Legal Name and Business Number (ABN). Fill in all details and select Create and Continue.
4. You will now be directed to the intelliHR AU: Onboarding setup page. On this page, you will need to;
- Enter your organisation's default Superannuation Fund (this may be unique per business entity),
- Enter your organisation's contact information for TFN Declarations and,
- Enable automated Super Stapling. You may need to have someone else from your organisation do this on your behalf. Click here to learn more about Enabling Automated Super Stapling.
6. Once you have a green Enabled status in each section, click Return to Business Entities page.
7. This will bring you back to your Business Entities Overview page. On this page, you will be able to quickly determine if your Entity is configured correctly (✅ Australia setup complete status) or if there are still steps remaining to resolve (❌ Australia setup incomplete status) in the "Country specific onboarding" column.
Editing an Existing Business Entity to Support Bank, Tax and Superannuation Collection
1. Navigate to Settings >> All Settings >> Business Entities
2. Select the Options button (...) on the Business Entity you would like to update. Select Edit.
3. Select Country >> Australia. Additional fields will now become required including Legal Name and Business Number (ABN). Fill in all details and select Create and Continue.
4. You will now be directed to the intelliHR AU: Onboarding setup page. On this page, you will need to;
- Enter your organisation's default Superannuation Fund (this may be unique per business entity),
- Enter your organisation's contact information for TFN Declarations and,
- Enable automated Super Stapling. You may need to have someone else from your organisation do this on your behalf. Click here to learn more about Enabling Automated Super Stapling.
6. Once you have a green Enabled status in each section, click Return to Business Entities page.
7. This will bring you back to your Business Entities Overview page. On this page, you will be able to quickly determine if your Entity is configured correctly (✅ Australia setup complete status) or if there are still steps remaining to resolve (❌ Australia setup incomplete status) in the "Country specific onboarding" column.