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Please read Company Policies help article prior to carrying out the below steps.  

How to add a new Policy

  1. Access Masters > Member Masters > Company Policies.

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You will be directed to the Compay Policies Master.

2. Add New Policy

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3. Enter Policy name and upload the file

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Click the green tick icon to save.

You can create policies as Inactive if you want to set them up prior to getting Members to Read and Sign. This can be handy as it allows you time to upload policy files and then choose a date/time when you wish to activate them all. 

How to Edit a Company Policy

Only recommend when changing previously uploaded policies due to display/grammatical errors or if you are wanting to activate a new policy for the first time.

  1. Access Masters > Member Masters > Company Policies.

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2. Select the Pencil next to the policy

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3. Update the file or status

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Click the green tick icon to save.

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How to Provide Access:

  1. Review the Applicant Details

    1. Profiles

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  2. Change Setting to “Provide Login Only”

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  3. Complete Screening Guidelines Questions

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    1. Expand from the drop down

    2. Complete and Tick all questions

    3. Note down the Answers in the Screening Note Section

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  4. Change Template to “Applicant Login Credentials”

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  5. Confirm

This will send them a Log on to complete their applicant portal

How to complete the Applicant Portal:

The Applicant Portals Home page shows the requirements of an applicant has to provide

  1. Home

    1. Summary of All Requirements and Applicant Instructions

    2. Progress Chart that updates as each section is completed

    3. Button to Notify Agency when they have completed their portal

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  2. Personal

    1. Personal Details - Can update the information entered when they first applied

    2. Contact Details - Can update the information entered when they first applied

    3. Emergency Contact Details - Provide their EC Details

    4. Applicant Comments - Add any comments as nessacary

    5. Addresses - Add Postal/Residential Address

    6. Complete Stage

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  3. Education

    1. Select All Qualifications, Expertise and Sub Expertise you are able to do

      1. Save Qualification

      2. Save Expertise

    2. Complete Stage

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  4. Health

    1. Update Documents if mandatory

    2. Complete Stage

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  5. Training

    1. Update Documents if mandatory

    2. Complete Stage

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  6. Registration

    1. Registration

      1. State Yes or No

        1. If yes - enter in all details

        2. Save

    2. Police Check

      1. State Yes or No

        1. If yes - enter in all details

        2. Save

    3. WWC

      1. State Yes or No

        1. If yes - enter in all details

        2. Save

    4. Complete Stage

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  7. Visa Details

    1. If you are on a VISA - Change to no Complete All Details

    2. Save and Complete Stage

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  8. Competencies

    1. Answer All Questions within each Section

    2. Complete Stage

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  9. References

    1. This Opens a new tab

    2. Create New Referee

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    3. Enter Reference Details

    4. Save Referee Details

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    5. Close Tab and Refresh Application Portal

  10. Finance

    1. Tax Information

      1. Select Either TFN or ABN and follow the prompts

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    2. Choice of Superannuation

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    3. Banking Details

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    4. Payment Details

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    5. Complete Stage

  11. Policies

    1. Read and Sign all policies

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  12. Documents

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    1. Upload Mandatory Documents

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    2. Upload Optional Documents

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    3. Complete Stage

  13. Employee Guides/Portal Links and Documents

    1. Review Documents or Links as Required

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