FAQ – Applicant Portal: Collecting Finance Details
Do banking details have to be collected through the applicant portal?
No. Although the applicant portal can capture banking details, this is not mandatory. If a client prefers not to collect finance details at the application stage, the banking (and other finance) fields can be removed from the applicant portal configuration.
Once removed, applicants will no longer be asked for these details when they apply. Instead, the member completes them later, directly in the app.
Where do members enter their banking, super and TFN details if they aren't in the applicant portal?
All three are now available in the member app:
Members can enter or update each of these themselves in the app at any time, so there's no need to capture them through the applicant portal if the client doesn't want to.
What do I need to watch out for if finance details are removed from the applicant portal?
The main thing to manage is completion before the member's first shift. Because the details are entered by the member in the app rather than captured up front during the application, they may not be filled in straight away.
To avoid any payroll hold-ups, you'll need to manually run a report to confirm that bank, super and TFN details have been completed for the member prior to their first shift.
Recommended check: Before a member's first shift, run report to confirm their bank, super and TFN details are complete. Follow up with the member via the app if anything is outstanding.
Summary
- Banking details in the applicant portal are optional, not required.
- If a client doesn't want them collected at application, remove the finance fields from the applicant portal.
- Members can then complete bank, super and TFN details themselves in the app.
- Manually check the relevant report before the first shift to ensure nothing is outstanding and payroll isn't delayed.