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Upload supporting superannuation documents for an employee

Question 

As an admin, can I upload supporting superannuation documents for an employee?

Answer

Yes, you can upload documents to an employee's Employment Hero HR account, as long as you are an admin or have permission. You might want to do this if an employee has emailed you a Compliance Letter from their nominated fund and you want to upload it for them. If you do not have access, an admin can grant it to you by following the instructions in this article: How to manage custom user security settings via the HR platform.

Alternatively, the employee can upload it themselves, following this article.

Upload a document for an employee
  1. Log into Employment Hero.
  2. Click the  People option on the left-hand side menu.
  3. Click the Employees List option.
  4. Select the employee whose details you need to update.
  5. Click the Superannuation Details tab.
  6. Click Edit, then Update existing fund details
    Super details.jpg
  7. Click Add documents.
  8. Upload the necessary document.
  9. Click Next.
    Add document.jpg
  10. Add TFN if required.
  11. Click Next.
  12. Acknowledge and sign the choice form.
  13. Click Submit.

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