Profile Settings
Dashboard Overview
Registration
- How to Close and Re-open Organisations
- Create User Account
- Setting Up MFA
- Organisation Registration
- How to add a Branch
- How to add a Subsidiary?
Employees
- Auto-population of Employees
- Stapling Scenario – Adding Multiple Funds
- Adding Employees to your Account - Manual Process
- Editing and Updating Employee details
- Digital Onboarding Exceptions
- Adding Yourself as an Employee When you are an Admin User in the employer portal
Settings
- Employer Branding
- Set Up a Refund Account for Contributions
- Set Up Direct Debit for Contributions
- How to Clear Cache and Browsing Data
- Users and User Management
- How to Add Default Funds
Contributions
- Employee Creation from Contribution File Upload
- Submitting a Contribution - Manual Grid
- Submitting a Contribution - File Upload
- How to Use File Mapper for Contributions
- Contribution Authorisation Flow
- How to Handle Contribution Errors and Warnings SAFF file Upload