security国外bt网站

BTOnlineEmployer–EasyUserGuideBTBusinessSuperContents1WelcometoBTOE1Gettingstarted2Findingyourwayaround2Functionsavailable3Employerdetails3PayCentredetails4Employeedetails5Employeebulkupload6Supercontributions11Reports11Directdebitfacility12Myuseraccount12Otherusers13Keepingintouch13Loggingout13NeedmorehelpTheinformationcontainedinthisEasyUserGuideisgiveningoodfaithandhasbeenderivedfromsourcesbelievedtobeaccurateasatthisdate.
NocompanyintheBTFinancialGroupnoranyoftheiremployeesordirectorsgivesanywarrantyofreliabilityoraccuracynoracceptsanyresponsibilityarisinginanyotherwayincludingbyreasonofnegligenceforerrorsoromissionsherein.
ThisdisclaimerissubjecttoanycontraryprovisionsintheASICAct.
ThisEasyUserGuidecontainsgeneralinformationonlyandshouldnotbeconsideredasacomprehensivestatementonanymatterandshouldnotberelieduponassuch.
01WelcometoBTOEWelcometoBTOnlineEmployer(BTOE),anonlineadministrationservicedesignedtosaveyoutimeandmoney.
ThroughBTOEyoucan:>submitcontributionsforyouremployeesatanytime>addnewemployees>amendemployeedetails>notifyusofemployeesexitingthefund>viewandprintavarietyofusefulfundreportsincludingcontributionsmadewithinaspecifiedperiod,employeedetailsandemployeedemographics>updateyourcompanycontactdetails.
Whenyou'reusingBTOEyou'llfindthescreensoftenguideyouonwhattodonext.
Ifyouneedfurtherhelp,thisuserguidecanbeusedinconjunctionwiththeonscreeninstructions.
Usethisguideasyouarelogginginforthefirsttime.
Gettingstarted—LoggingOn>Step1Tologin,typewww.
westpac.
com.
au(intheaddressbarofyourwebbrowser).
>Step2ClickontheBusinessBankingtab,whichappearsacrossthetopofthescreen.
>Step3OnthelefthandsideofthescreenunderMainMenuclickonInvestmentsandSuperannuation>Step4OntherighthandsideofthescreenclickonSigninintheBTOnlineEmployerbox.
YouwillnowbeontheBTOnlineEmployerloginpage.
HintBeforegoinganyfurtherwerecommendyoubookmarkthispage.
InternetExplorerusers,clickonFavouritesonyourbrowsermenuandfollowtheprompts.
Netscapeusers,clickonbookmarksonyourbrowsermenuandfollowtheprompts.
>Step5Enteryourusernameandpassword,clickongoandyou'rein!
>Step6Ifyouhaveuseraccesstomorethanonepaycentreyouwillneedtoselectthepaycentreyouwishtouse.
HintWhenyoufirstloginyouwillbeaskedtochangeyourpassword.
Pleasechangeittosomethingyouwillfindeasytoremember.
Youcanchangeyourpasswordatanytimeusingmyuseraccountthennewpassword.
Haven'tsignedupyetIfyouhaven'tsignedupyouwillneedtoregisterinordertoobtainausernameandpassword.
JustclickonRegistrationonthelefthandsideofthescreenandfollowtheprompts.
Registered,butlostorhaven'treceivedyourusernameandpasswordCallBTEmployerRelationson1300553010sowecanprovideyouwithyourusernameandanewpassword.
WanttochangeyourpasswordYoucanchangeyourpasswordatanytimebyselectingMyUserAccountfromthemainmenutotheleftofthescreen,andthenselectingNewPassword.
02FindingyourwayaroundOnceyou'veloggedonyouwillbeontheBTOnlineEmployerhomepageandcanchoosefromthelistofavailablefunctions.
Theseallappearinthemainmenutotheleftofyourscreen.
Onceyouhaveselectedyouroption,followtheonscreenprompts(usingthisguideifneeded).
Hint—ifyouwishgobackapage—ifyouwishtoexitthefunctionandchooseanother—togotothenextpage—meansyouhavecompletedthefunction.
Pressontoconfirmandtostartanewfunction.
Disabledoptions—ifanoptionisgreyedout,thismeansthatafunctioniseithernotavailabletotheuseroryouneedtofullycompleteorcanceloutofthefunctionyouarecurrentlyin.
Important—TimingOutIfyouareloggedintoBTOnlineEmployerbutyoursessionisinactive(forinstanceifyouarecalledawayfromyourcomputerorleaveyoursessionopenaccidentally),forsecurityreasonsyoursessionwillbeautomaticallyclosedafter20minutesofinactivity.
Anyfunctionyouhavecommencedbutnotfullycompletedwillnotbesavedandyouwillneedtostartagain.
Functionsavailable1_EmployerdetailsInformusofanychangestoyourcompanydetails,suchasaddressandcontactdetails.
2_PaycentredetailsAddanewpaycentreorchangeyourexistingpaycentredetails.
3_EmployeedetailsChangethepersonaldetailsofyouremployees.
4_EmployeebulkuploadSendusdetailsforanumberofnewemployees,changetheaddressdetailsofanumberofexistingemployees,ornotifyusofyouremployeessalaryamendmentsthenyoucanspeeduptheprocessthroughEmployeebulkupload.
Youcanuseoneofourtemplatesorevenprovideuswiththedetailsdirectfromyourpayrollfile!
5_SupercontributionsPrepareandprocessyoursupercontributionfiles.
Youcanuseoneofourtemplatesorevenprovideuswiththedetailsdirectfromyourpayrollfile!
6_ReportsThereareavarietyofusefulreportsyoucanviewandprint,includingcontributionsforeachemployeeforanygivenperiod,employeedetailsandemployeedemographics.
7_DirectDebitFacilitySetupanew,orchangeanexistingDirectDebitFacility.
8_MyuseraccountChangeyourpasswordatanytime.
9_OtherusersAllowsemployeeswithusermaintenanceaccesstomaintainuserdetails,levelsofuseraccessanduserspecificfunctions.
031_EmployerDetailsHereyoucanviewandamendemployercontactdetails.
Youcanalsoviewtheinsurancecategoriesthatyouhavesetupforyouremployees.
>Step1ClickonEmployerDetailsfromthemainmenuonthelefthandsideofthehomepage.
>Step2Selectanoptionfromthefollowing:ViewEmployer—viewtheemployercontactdetailswehaveonfile.
AmendEmployer—amendemployercontactdetails.
ViewInsurance—viewtheinsurancecategoriesavailableacrossyourplan.
>Step3Followtheonscreenprompts.
It'sthateasy!
2_PayCentreDetailsYoucanmakechangestothepaycentredetailsheldbyBTforyourplan.
Thefunctionalsoallowsyoutoselectanotherpaycentretoworkwithifyouhaveuseraccesstomorethanonepaycentre.
What'sapaycentreApaycentreisusedtoidentifyalocationorabankaccountfromwhichcontributionsarebeingpaid.
Youmaywanttosetupmultiplepaycentresif:>youhaveseveraloffices/sites,eachwiththeirownbankaccount>youhavepayrollsforeachlineofbusinessforsecurityreasonsandcontributionsaretobepaidfromonecentralbankaccount.
HowdoIsetupmultiplepaycentresIfyouhavealreadyregisteredtouseBTOEyouwillneedtocallBTEmployerRelationson1300553010.
Wewillsendyouaformtocompleteandsendbacktous.
Oncethisisreceived,wewilladviseyouwhenthisisdone.
ThenlogintoBTOEandmoveyouremployeestotheappropriatepaycentre.
Ifyouareregisteringonline,followtheonscreenprompts,whichwillaskifyouwishtosetupmultiplepaycentres.
ViewPayCentre—viewthecontactdetailsforeachpaycentre,AmendPayCentre—amendthecontactdetailsforeachpaycentre,SelectPayCentre—selectadifferentpaycentretoworkon(ifyouhaveuseraccesstomultiplepaycentres)Youcanmoveemployeestodifferentpaycentres.
SeeEmployeeDetailsformoreinformation.
HowdoImoveemployeestoadifferentpaycentre043_EmployeeDetailsChangingpersonaldetailswehaveonfileforyouremployeesisstraightforward!
>Step1ClickonEmployeeDetailsfromthemainmenuonthelefthandsideofthehomepage.
>Step2Selectanoptionfromthefollowing:ViewEmployee—viewthecontact,employmentandinsurancedetailswehaveonfileforeachemployee.
AmendEmployee—changetheemployeedetailswehaveonfileforeachemployee.
MoveEmployee—moveanemployeebetweenpaycentres.
ExitEmployee—notifyusofanemployeewhohasleftyouremployment.
NewEmployee—addthedetailsofnewemployees.
>Step3Afteryou'veselectedyouroption,enterthenameoftheemployeeyouwishtoview,amend,moveorexit.
Whentheirnamedisplaysonthescreen,clickontheirsurname.
Ifyouareaddinganewemployee,see'NewEmployee'below.
>Step4Fromthenextscreen,youcanchangeyouremployee'sdetailsaccordingtotheoptionyou'veselected.
>Step5Onceyou'vefinished,clickonandaconfirmationpagewillappear.
NewEmployeeIfyou'veoptedtosubmitanewemployeetous,afterselectingtheNewEmployeeoptionfromthemenu:>Step1Enterallthedetailsofthenewemployee—thosehighlightedwitharedasterixaremandatory.
Clickon.
>Step2Confirmationofyouremployee'sdetailswillappearonthescreen.
Amembernumberwillbesenttoyoushortly.
HintWhenyouaddanewemployeeoramendanemployee'sdetailsitwillupdateBT'ssystemonly.
Youmayneedtogobackandmakethesamechangestoyourpayrollfile.
054_EmployeeBulkUploadYoumaywanttousetheEmployeebulkuploadoptionto:>senddetailsforanumberofnewemployees>changetheaddressdetailsofanumberofexistingemployees>amendanumberofyouremployees'salarydetails.
Youcandownloadoneofourbulkuploadtemplates,orevenprovideuswithdetailsdirectfromyourpayrollfile!
>Step1ClickonEmployeeBulkUploadfromthemainmenuonthelefthandsideofthescreen.
>Step2ClickonDownloadTemplate.
>Step3Selectthetemplatetypeyouwishtodownloadandclickon.
>Step4Chooseifyouwanttoopenthefilefromitscurrentlocationorifyouwanttosaveittoyourcomputeroradisk.
Click.
(Note:ifyouaresavingthefileyouwillneedtoselectthelocationonyourcomputer).
>Step5Openthefilefromwhereyousaveditonyourcomputer(youwillneedtouseExcel),oritwillopenautomaticallyifyouselectedopen.
>Step6OncethefileisopeninExcel,completethedetailsforeachemployeeyouwishtobulkupload.
Thensavethistoyourcomputeroradiskandclosethefile.
Goto4.
3Howtouploadafile.
4.
2_BulkuploadusingyourpayrollfileTouseyourpayrollfileforbulkemployeeuploads,simplyemailusasamplefileNote:Ifyouchoosetouseyourpayrollfileforbulkuploadsyouwillnotbeabletousethedownloadabletemplateavailableonline.
Emailyoursamplefiletobtoe@btfinancialgroup.
comincludingdetailsofthetypeofbulkuploadforwhichthisfilewillbeused.
Wewillcontactyouwhenthisissetup.
Thenreferto4.
3Howtouploadafile.
4.
3_Howtouploadafile>Step1ClickonUploadBulkFile.
>Step2SelecttheEmployeeBulkUploadTypeyouwishtouse.
>Step3Clickonbrowseandselectthefileyousavedandclickon.
Fileuploaderrors'Fileuploaderrors'messageThismessagewillappearinredandtheerrorswillbedisplayed.
Youwillneedtogobacktoyourfileandcorrectthese,thenclickonbrowseagainandresubmityourfile.
MemberandpayrollnumbersThesenumberscannotbeinscientificnotation,forexample,'6.
005E+11'.
Theymustbeconvertedintonormalnumbers.
TocorrectthiserrorinExcel,selecttheentirecolumn.
ThenselectFormatfromthetopofyourscreenandselect'cells'fromthedropdownbox.
Selectcustomand'0'fromthedropdownboxthatwillappearontherighthandside.
Thiswillconvertthepayrollnumbersintonormalnumbers.
TaxFileNumbersTFNsshouldbeprovidedinthefollowingformat:xx-xxx-xxxorxxx-xxx-xxx.
Ifanerrorisstilldisplayedbutyouaresuretheinformationenterediscorrect,exitthecurrentpagesandreturntoEmployeeBulkUploadanduploadthefileagain.
4.
1_Bulkuploadusingourstandardtemplate065_SupercontributionsThissectionwilltellyouallyouneedtoknowabout:>preparingacontributionfileusingane-formorpayrollfileand>authorisingyourcontributionsfiles.
Youcanalsouseoneofourtemplatesorevenprovideuswiththedetailsdirectfromyourpayrollfile!
5.
1_PreparingacontributionfileIfyouarepreparingacontributionforthefirsttime,youcanchoosebetween:>e-form—thisisanonlineformsuitableifyouhaveupto20employees>payrollfile—submitcontributionsdirectfromyourpayrollfile.
>Step1SelectSuperContributionsfromthemainmenuonthelefthandsideofthescreen.
>Step2SelectPrepareFile.
>Step3Enterafiledescription.
Wesuggestyouincludethecontributionperiodinyourfiledescription.
>Step4Clickone-formandthenclick.
>Step5ChoosebetweenanAllActiveEmployeesFormoraBlankE–Form.
HintTheAllActiveEmployeesFormisalreadypopulatedwithinformationonyourcompany'semployees,sosimplyenterthecontributionamountsforeachemployee.
Ablanke-formissuitableifyouarecontributingforafewindividualsorone-offcontributions,asyouarerequiredtoenterallemployeedetails.
IfyouchooseanAllActiveEmployeesForm:>Step6Youremployees'detailswillbedisplayed—youdonothavetocreateatablewiththeirdetails.
>Step7Entertheamountsyouwishtocontributeforeachofyouremployees,ornotifyusoftheirterminationdate.
Whenyouhavefinishedaddingcontributionamountsclickon.
Hint1_Ifyouchooseaddcontribution,thiswilladdanewrowforanemployeeandyoucanthenentercontributionamountsand/orterminationdate.
2_Youmustenteranamountfortheemployee(itcannotbezero)orenteraterminationdate.
Ifyoudonotwishtomakeacontributionorterminatethisemployeeatthistime,clickonthecheckboxundertodeletetheemployeefromthiscontributionfile.
>Step8Thescreenwilldisplayacontributionsummaryandtotalofthecontributionsyouhavejustentered.
Checkthatthesedetailsmatchyourrecords.
Ifyouaresatisfiedclick.
Otherwiseselectviewfile,amendfile,pendfileordeletefile.
Yourfilehasnowbeensuccessfullypreparedandisnowreadyforauthorisation.
Ifyouhaveaccesstoauthorisethisfile,followthestepsrequired(referto5.
2Authorisingacontributionfile).
Ifyoudonothaveaccesstoauthorisefiles,alistofuserswhocanauthorisecontributionswillbedisplayed.
5.
1.
1_Preparingacontributionfileusingane-form07IfyouchooseaBlankE-FormIfyouchoosetouseablanke-form,youwillneedtoselectaddcontributionforanexistingemployee,oraddemployeeiftheyareanewemployee.
Onceyouhavefinishedaddingemployeesandcontributionamountsclickonandgobacktostepeightabove.
HintYoucanaddanemployeemorethanoncetoeachcontributionfile.
Checkthattheemployeesyouhavelisted,totalcontributionamountandnumberofemployeesonthesummaryscreenmatchyourrecordsbeforeauthorisingpayment.
HintPendFile—pendacontributionfileifyouwanttocontinueworkingonitatalaterdate.
Ifyoupendthefileyoucannotworkonanyotherfileuntilthefirstiscompletedandsenttous.
ThisisbecauseeachtimeyouclickonPrepareFileyourpendingfilewillappearonscreenforyoutoworkon.
Beforemakingacontributionyouhavetocreateapayrollfile.
Youcaneither:>downloadapayrolltemplateor>createapayrolluploadfileonyourownsystem.
5.
1.
2.
1_Downloadingthestandardpayrolltemplate>Step1ClickonSuperContributionsfromthemainmenuontheleftofyourscreenthenclickonDownloadTemplate.
>Step2Youmaywishtousetheblankpayrolltemplateifyouaremakingaone-offcontributionforanindividualemployeeorforanewemployee.
OtherwiseusetheAllActiveEmployeestemplate,whichwillbepopulatedwithyouremployees'details.
>Step3Youremployees'details(theirMemberNumbers,theirnamesandtheirdatesofbirth)willbelistedinExcelformat.
ThefirstthingtodoischangetheformatinwhichtheirMemberNumberappears.
Atthemomenttheyareprobablyin'scientificnotation'e.
g.
6.
005E+11—oursystemwon'tbeabletoreadthis,soyouwillneedtochangeittodisplaythenumbersinfull.
>Step4Todisplaythenumbersinfull:—inExcel,selecttheentireMemberNumbercolumn—selectformatfromthetoolbar,andthenselectcells—fromthenumbertab,scrolldowntoselectcustomandselect0fromthedropdownoptionsinthetypebox—thesystemwillthencorrecttheentirecolumnofmembernumbers.
>Step5Enterthecontributionamountsforeachemployee.
>Step6Namethefileandsaveittoyourchosenlocationonyourcomputer.
Youcanopenthisfileeachtimeyouneedtosendusyourpayrollinformationandyouwon'thavetocreatethefilefromscratcheachtimeinthesamewayasan5.
1.
2_PreparingacontributionfileusingapayrollfileortemplateDefinitionsAwardSGYourcompulsoryawardorSuperannuationGuaranteecontributionsEmployerFullyVestedAdditionalemployercontributionsthatarenotsubjecttovesting1EmployerPartiallyVestedAdditionalemployercontributionsthataresubjecttovesting1SalarySacrificeContributionsdeductedfromyouremployee'sbefore–taxsalaryMemberVoluntaryContributionsdeductedfromyouremployee'safter–taxsalary1_Vestingiswhereyouhavespecifiedthatanemployeewillonlybeentitledto:–aportionofyouremployeradditionalcontributionsinitially–theremainderoveraperiodoftime(egafterxyearsservice).
Ifyou'renotsureifitisfullyvestedorpartiallyvested,pleaseentertheamountsinpartiallyvested.
08e-form.
Youwillalsobeabletomakeandsavecontributionamendmentstothisfile.
5.
1.
2.
2_BulkcontributionuploadusingyourpayrollfileTouseyourpayrollfileforemployeebulkcontributions,youwillneedtoemailusasamplefile.
Ifyouhaven'tdonesoalready,emailyoursamplefiletobtoe@btfinancialgroup.
comincludingdetailsofthetypeofbulkuploadforwhichthisfilewillbeused.
(Example:Contributionbulkupload).
Wewillcontactyouwhenthisissetup,andyoucanthenproceedtofollowthestepsbelow:>Step1SelectSuperContributionsfromthemainmenuontheleftofthescreen.
>Step2SelectPrepareFile.
>Step3Enterafiledescription.
Wesuggestyouincludethecontributionperiodinyourfiledescription.
>Step4Clickonpayrollfileandthenclick.
>Step5Clickonbrowseandselectthefileyousavedandclickon>Step6Thescreenwilldisplayacontributionssummaryofthetotalandtypeofcontributionsmade.
Ifyourfilecontainserrors—forexamplewecannotmatchyourcontributiontoanexistingmember—youwillberequestedtomaketheseamendmentsbeforeyoucancontinue.
Fileerrors—youcaneither:—usetheonscreenpromptsandmaketheamendmentsonline.
Howeverthesecannotautomaticallybesavedtoyourcomputerandyouwillneedtoenterthesamedetailsmanuallyontoyourcompany'spayrollfile—makethenecessarychangestoyourpayrollfileandresubmittheamendedfile.
>Step7Tomakeanynecessarychangesonscreen,clickthefilebuttonatthetoprighthandcornerofthepage.
Thiswillenableyoutoaddanemployeeoramendcontributionlevelsofexistingemployees.
Oncethechangeshavebeenmadeclickon.
Youwillreturntothecontributionssummary,whichwillincludedetailsofanynewamendmentsyouhavemade.
HintIfyouhaveaccesstobothprepareandauthorisefiles,PrepareFilewillallowyoutopreparethefile,authoriseitandsendittousallinoneprocess.
However,if,afterhavingpreparedthefile,youwanttoauthorisethisfilelater,youcandosobyclickingoncancelattheauthorisationstage.
YoucanthenaccessthisfileatanytimebyclickingonAuthoriseFileunderSuperContributions.
Therearetwomainreasonswhyyouwouldneedtomakechangestoyourpayrollfile:>alteranemployee'ssupercontributionlevels>alteranemployee'spersonaldetails.
Eachhasadifferentmethod.
Alteringanemployee'scontributionlevelWhendoIneedtochangedetailsonmypayrollfile09Ifyoumakecontributionsusingthee-formsystem,simplychangetheirlevelofcontributionwhenyoupreparethefiletosendus(Seesection5.
1.
1'Preparingacontributionfileusingane-form').
Ifyoumakecontributionsviayourpayrollfile,thenyouwillneedtoamendtheemployee'slevelofcontributiononyourexistingpayrolldocumentandsaveittoyoursystem.
Thenprepare,authoriseandsendthefiletous(seesection5.
1.
2Preparingacontributionfileusingapayrollfileortemplate).
Alteringanemployee'spersonaldetailsWewillneedtobenotifiedofchangesinemployeepersonaldetailsmadetoyourpayrollfile(otherthancontributionlevels).
Ifyouamendanemployee'scontributionleveloraddanemployeeonlineasyouprepareyourfile,thedatawillnotbepermanentlysavedandyouwillneedtogobackandamendthesedetailsonyourpayrollfile.
5.
2_AuthorisingacontributionfileFollowthesestepsifyouareauthorisingafilethathasbeenpreparedbye-formorbypayrollfileortemplate.
>Step1Ifyouhavejustpreparedacontributionfileandhaveaccesstoauthorisefiles,youcanauthorisethisfilenow.
Ifyoudonothaveaccesstoauthorisefiles,thesystemwilldisplayalistofuserswhocanauthorisecontributions.
>Step2Ifyouareregisteredfordirectdebit,you'renearlythere.
Thescreenwilldisplayacontributionsummaryandtotalvalueofcontributions.
Checkthatthesedetailsmatchyourrecords.
Ifyouaresatisfiedclick,thenonthenextscreenenteryourpasswordtoconfirmtheauthorisation.
That'sit.
You'vefinished!
Ifyouarenotregisteredfordirectdebit,you'llneedtogotostepthree.
>Step3Ifyouarenotregisteredfordirectdebityouwillneedtoprintthepaymentdetailsthatappearafteryouhaveauthorisedthefile.
Youmustthenlogontoyourbank'sinternetbankingandtransferthefundselectronicallyusingthesedetails.
ImportantContributionswillnotbecreditedtoyouremployee'saccountsuntilfundsarereceived.
Ifyoudonottransferthefundswithin5businessdaysyouwillneedtoresubmitanewcontributionfile.
Wantlesshassle,andtosaveevenmoretimeandmoneyIfyouhaven'tregisteredfordirectdebit,youmaywanttoconsiderregistering.
Onceregisteredyouwillnolongerneedtologontoyourbank'sinternetandtransferthefundstous.
Wewillautomaticallydebityouraccountforthetotalcontributionamountonceyourfileiscompleteandonlyafterthefileisauthorisedbyyou.
FormoreinformationcontactBTEmployerRelationson1300553010.
OrgotoDirectDebitFacilityonthemainmenutosetupanewfacility.
HowdoIauthoriseapendedfileOftenyouwillprepareandauthoriseafileinonetransaction.
If,however,duringthePrepareFileprocessyoucancelledtheauthorisationforprocessingatalaterdate,thatfilewillhavebeentransferredtotheAuthoriseFilebox.
Thisprovidesaddedsecurityforyourcompanyasyoumaywishtorestricttheabilitytoauthorisecontributionstoseniorstaffonly.
Toauthoriseapendedfile,usethefollowinginstructions:>Step1ClickonSuperContributionsfromtheoptionsmenuonthelefthandofyourscreen.
>Step2ClickonAuthoriseFileandalistofexistingpayrollfileswillappearonyourscreenalongwithdetailsofwhentheywerelastupdated.
>Step3ClickonthenameofthefileyouwishtoauthorisefromtheFileDescriptioncolumn,andacontributionfilesummarywillappear.
Thenfollowtheonscreenprompts.
106_EmployeematchingYoumayseethefollowingerrormessageinredaftersubmittingyourfile:Note:Therehavebeensomeunmatchedorpartiallymatchedemployeesinyourcontributionfile.
Youwillneedtoaddresstheseerrorsbeforebeingabletocontinueprocessingyourfile.
>Step1ClickonGotoUnmatchedEmployeeListorGotoPartiallyMatchedEmployeeList,whichisonthebottomrighthandsideofthescreen.
Detailsoftheemployee/swillbelistedinatableatthetopofthescreen.
>Step2Thematchingerrorfortheseemployeecontributionswillbehighlightedinredbeneaththetable.
Youcantheneither:—selecttoremoveemployeeswithamatchingerrorandsubmityourfilewithouttheseemployeesImportantRemembertogobackandresubmitcontributionsfortheseemployeeslaterafteryouhaveamendedyourpayrollfile,ornocontributionwillbemade.
—followtheonscreenpromptsandeditthedetails,orselectNewEmployeeorAmendEmployeeifrequired.
Ifyouenterandconfirmthesedetailsyoucancontinuetosubmityourfile.
ImportantDon'tforgettogobacktoyourpayrollfilelaterandupdateyourrecordsoryouwillneedtocorrectthesamematchingerrornexttime.
>Step3ThescreenwillnowdisplaytheSuperContributionsSummary.
Youarereadytocontinuetoprepare,authoriseandsubmityourpayrollfile.
NeedmoreinformationClickonViewMatchingTipsatthebottomofthepageforinformationonhowtorectifythemismatch.
DefinitionsUnmatchedemployeesmeansthesystemhasnodetailsatallonfileregardingthisemployee.
Itmaybeanewemployeeaddedtoyoursystem.
Partiallymatchedemployeesmeansthesystemonlyhaspartiallycorrectdatarelatingtothisemployee.
116_ReportsThereareavarietyofusefulreportsyoucanviewandprint,includingcontributionsforeachemployeeforanygivenperiod,employeedetailsandemployeedemographics.
Justselectareportfromthemainmenuonthelefthandsideofthescreen,andfollowtheonscreenprompts.
7_DirectDebitFacilityYoucansetupanew,orchangeanexistingDirectDebitFacility.
Justselecttheoptionyouwishtousefromthemainmenuandfollowtheonscreenprompts.
HintIfyouaresettingupanewfacilityyouneedtoprinttheonlineform,signitandsendittous.
Themailingdetailswillappearonscreen.
EmployeeSummaryListofaddress,dateofbirth,salaryanddatejoinedcompanybyemployee.
ContributionsReportListofcontributionsbytype,withtotalsbyemployeeforagivenperiod.
LifeInsuranceReportListofdateofbirth,insurancerating,suminsuredandmonthlypremiumamountbyemployee.
EmployeeBalancesListofbalancesforeachemployee.
InvestmentProfileInvestmenttype(conservative,dynamic,moderate)byemployeeagebracket.
InvestmentOptionsInvestmentoptionsas%oftotalbalanceofyourplanSalaryContinuanceInsuranceListofdateofbirth,insurancerating,datejoined,suminsuredandpremiumamountsbyemployee128_MyuseraccountJustfollowtheonscreenpromptsto:ViewyouruseraccountdetailsandaccesslevelsAmendyouruseraccountdetailssuchasyourcontactnumberandemailaddress.
Resetyouruseraccountpassword.
9_OtherusersEmployeeswithusermaintenanceaccesscanmaintainuserdetails,levelsofuseraccessanduserspecificfunctions.
WhodoesthisapplytoUsersarethosewhotypicallyneedaccesstoemployeefilesandsuperrecords.
Thisaccessmaybeviewonly,toaltercontributionlevelsoraddnewschememembers,ortoauthorisepaymentofcontributions.
Youmaywantoneusertohaveprimaryaccessandanothertohaveusermaintenanceaccessonly,whichwillonlyallowthemtomakeadministrativechangestothedetailsofotherusers—forexample,ifoneuserhasleftthecompanyandotheruserdetailsneedtobeadded.
Hint:Aminimumoftwouserspercompanyisusuallyrecommendedincasetheprimaryusergetslockedoutofthesystemandneedstheirpasswordtobereset—onlyanotherusercancarrythisout.
>Step1ClickonOtherUsersfromthemainmenuonthelefthandsideofthescreen.
>Step2Selectanoptionfromthefollowing:View—viewdetailsofotherusersandlevelofaccesstheyhavetothesystem.
Amend—amendcontactdetailsofotherusersortheirlevelofaccesstothesystem.
Itgivesyoustep-by-stepguidelinesofhowtodothis.
Resetpassword—ifacolleaguehasforgottentheirpasswordandneedsyoutochangeitforthem,justclickonauser'sname,thenenterandconfirmtheirnewpassword.
Unlock,SuspendorReactivate—clickonausertounlock,suspendorreactivate,thenenteryourpassword.
Removeuser—clickontheusertoberemoved,thenenteryourpasswordandtheywillnolongerhaveaccess.
NewUser—toenteranewusertothesystem.
Enterthenewuser'snameandcontactdetails,thenchoosetheiraccesslevelandaccessfunctions.
Thenenterauniqueusernameanduserpasswordforthisuserandconfirmwithyourpassword.
Password/usernameformatAusernamemusthaveaminimumof4charactersandpasswordsmustbe8charactersormore.
AccessfunctionsUserMaintenance—userscanamend,reset,addandremoveotherusers.
EmployerAdministration—userscanpreparesupercontributionfilesforpayment,andupdateandamendemployerandemployeedetails.
AuthorisationofSuperContributions—userscanauthorisethepaymentofsupercontributions,whichinvolvesuploadingthepayloadfileorsendingane-form,usuallyeverymonth.
KeepingintouchItisimportanttoletusknowifanyofyourcompanyoruserdetailschange.
YoucandothisthrougheitherEmployerDetailsorMyUserAccountoptions.
Loggingout>Step1Tologoutoutsimplyclickonthelogoutoption.
>Step2ThesystemwillaskyouifyouaresurethatyouwanttologoutofBTOnlineEmployer.
Click.
YouwillreturntotheBTOELoginpage.
NeedmorehelpContactBTEmployerRelationson1300553010oremailbtoe@btfinancialgroup.
com.
13MoreInformation>CallBTEmployerRelationson1300553010>E-mailbtoe@btfinancialgroup.
com>www.
westpac.
com.
au5497jjAug03