Company settings required to activate onboarding with Requirements for setting up Flare HR

• Australian Environments Only (Datacom Australia needs to request access)

• Direct Access turned on

• Employee maintenance module turned on

Configure onboarding options for the company

Default Super Fund

1. Login as a user with Onboarding Administrator role to Direct Access.

2. Navigate to Admin Direct Access → Company Options page.

3. Search for a super fund to be Company Default Super Fund.

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Benefits Management

1. Search for a user to be Benefits Account Owner. The user needs to be an Onboarding Administrator in order to be selected as a Benefits Account Owner.

2. Click on Save to apply the changes.

NOTE:

• If the company does not have Benefits module turned on, Benefits Account Owner field will not show on Company Options page.

• There is one Company Default Super Fund

• Only one Benefits Account Owner per company.

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How can I enable Flare HR in Direct Access?

Contact our support team who will be able to assist with turning Flare HR in DA

Onboarding Initiation - Setting up a new starter

1. Login as an Onboarding Administrator to Direct Access

2. Go to Admin Direct Access → Employee Maintenance → Onboarding

3. 

   Click on “+” to kick off the onbording onboarding process for an employee

   

4. Enter onboarding employee’s first name, last name, email, Username and start date

   

    

5. A success message will show pop up once the onboarding employee is created successfully

   1. (a). The onboarding employee will be added to the list on the Onboarding page with status showing as “Pending” (b). Activation email can be resent from this page if required (c).

   

    

   Note: The created onboarding employee user will NOT be visible in the DataPay Application as the user is not linked to an employee.

Emailed notification of completed onboarder

1. A confirmation mail email is sent to the onboarding administrator once the onboarder has completed all steps of the onboarding process.

2. A confirmation mail email is sent to all payroll administrators once the onboarder has completed all steps of the onboarding process.

   1. To not have the email sent to all payroll administrators, enter email address that should receive this confirmation email under “Admin Direct Access > Company Options > Onboarding Notification Email Address”

3. After an employee completes their onboarding, a link to the Superannuation Standard Choice Form will be available on Admin Direct Access → Employee Maintence Maintenance → Onboarding page.

4. Onboarding Administrators can download and view the Superannuation Standard Choice Form PDFs for all employees who have completed onboarding successfully.

   

   Below is an example PDF. Onboarding details including employee name, super choice, company ABN, company name are all populated on the form.

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1. Once the onboarder has completed their onboarding, a draft employee is created in the Datapay Application.

2. The Payroll Admninistrator can now continue with the onboarding of the new employee under “Admin Direct Access > Employee Maintenance > New Employee”

Configure onboarding options for the company

How to setup Default Super Fund

1. Login as a user with Onboarding Administrator role to Direct Access.

2. Navigate to Admin Direct Access → Company Options page.

3. Search for a super fund to be Company Default Super Fund

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Benefits Management

1. Search for a user to be Benefits Account Owner. The user needs to be an Onboarding Administrator in order to be selected as a Benefits Account Owner.

2. Click on Save to apply the changes.

NOTE:

• If the company does not have Benefits module turned on, Benefits Account Owner field will not show on Company Options page.

• There is one Company Default Super Fund

• Only one Benefits Account Owner per company.