Employee onboarding on STP through Retail Complete information flow. Employer BMS ATO. Employee. Employee ATO Response. mygov accessing ATO online

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Cecilia Hodge
8 years ago
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1 onboarding on STP through Retail Complete information flow The following is the information flow that occurs when an employee opts to onboard through / Online. The will be a web form that the employee completes. This form comprises of data elements that make up the existing (3092), (3093), PAYG Upwards Variation (5367), Voluntary Agreement (3063) and the form (13080). The Business Management Software collects the client s onboarding, the employer can send a response back to the. This response would indicate whether the processing of the collected data was successful or unsuccessful. The would then update a status on so that the employee would be made aware of how things are progressing. laration Pay as you go withholding declaration Pay as you go upwards variation online Pay as you go voluntary agreement annuation UNCLASSIFIED Retail Onboarding 1

This form comprises of data elements that make up the existing (3092), (3093), PAYG Upwards Variation (5367), Voluntary Agreement (3063) and the form (13080).

2 Retail Information Flow to interaction point 1. Interaction detail This is an Asynchronous interaction between and the 1. sends a request to to collect employee online 2. prepares the data in backend 3. makes a pull request to collect the data Backend 4. receives the data 1. Request 2. Form data elements - Summary 3. Pull request 2. Prepare data 1. identifying elements: Name,, Payroll ID, Address, DOB 4. Receive data 2. identifying elements: ABN, Branch, Name 3. Elements to create withholding rate: Seniors offset, Residency, Financial supplement 4. annuation identifying elements: Member number, USI, Fund name, Fund address, account name 5. SMSF identifying elements: Fund address, Fund ABN, BSB, Bank account number 3. Constraints 1. Performance 2. Availability 4. Expectations on Sender () 1. will provide validated content to employer 5. Expectations on Receiver () 1. Provide employee with onboarding pack 2. Set up payroll systems with collected employee data 3. Set up pay roll systems with correct withholding 4. Set up pay roll systems for super choice 6. Benefits and value 1. Support digital by default 2. More validated and accurate data 3., and outcomes are met 4. and choice outcomes met Discussion Are there any other fields required? Size restriction for a single collection of? What filters or elements are in the collection request? E.g. an office, a previous document ID, a date range. 3. Polling How often can a make a request? 2

identifying elements: Name,, Payroll ID, Address, DOB 4. Receive data 2. identifying elements: ABN, Branch, Name 3.

3 Retail Information Flow to response interaction point 1. Interaction detail This is a Single synchronous or batch asynchronous interaction between the and 1. sends a response back to to say whether the data was accepted or rejected online 2. Form Data Elements - Summary 1. : Accepted or Rejected 2. Identifier: To uniquely identify what is being accepted or rejected. 1. Lodge Store response Business Backend 3. Constraints 1. Availability 4. Expectations on Sender () 1. sends a response to the once they have received the employee 2. will signify whether the data collection was accepted or rejected 5. Expectations on Receiver () 1. will accept the response from the 2. will update with the response so that it is available for the employee 6. Benefits and value 1. understands the result of the interaction when the collects employee data 2. is kept aware of the process Discussion Is a response of accepted/rejected enough? Are reason codes required along with the response? E.g. contact your employer, wrong employer. Is a notification to the employee via / online sufficient? How will the Identifier data element be defined / populated? 3

Identifier: To uniquely identify what is being accepted or rejected. 1. Lodge Store response Business Backend 3. Constraints 1. Availability 4. Expectations on Sender () 1.

4 Scenario 1: provides initial full or partial onboarding Scenarios 1. provides initial full or partial onboarding online 2. provides 3. cancels collects the data 4. cancels has collected data 5. does not collect Scenario 1: provides full onboarding 1. completes an initial onboardingprocess and provides either full or partial information via the UI 2. requests the onboardinginformation and collects it from the 3. sends a response to the 4. updates / Online with the status from the response 1. What comprises a minimum set of data? E.g. choice only or laration only? 2. Where the employer sends an incorrect response e.g. rejected that should have been accepted. The employer will be able to send a second response that supersedes the first. 3. Is it OK to provide no response? 4

requests the onboardinginformation and collects it from the 3. sends a response to the 4. updates / Online with the status from the response 1. What comprises a minimum set of data? E.g. choice only or laration only?

5 Scenario 2: provides Scenarios 1. provides initial full or partial onboarding choice online 2. provides 3. cancels collects the data 4. cancels has collected data Completed section Previously completed section 5. does not collect Scenario 2: provides partial onboarding Scenario A: then 1. previously completed a laration only 2. returns to and completes choice 3. will pick up the onboarding. Scenario B: then 1. previously completed a laration only 2. returns to and completes a subsequent with changed 3. will pick up the onboarding. 1. Method of handling this scenario: Replace all, Delta or split the data into chunks that can be replaced separately e.g., 2. What if / has changed via another means? Paper? is not aware of the change, how will this impact subsequent collection requests? 3. What if the hasn t collected the data yet, and the employee puts in subsequent? Should this be seen as one or two separate items to be collected? 5

returns to and completes choice 3. will pick up the onboarding. Scenario B: then 1. previously completed a laration only 2. returns to and completes a subsequent with changed 3.

6 Scenario 3: cancels collects the data Scenarios 1. provides initial full or partial onboarding 2. provides 3. cancels collects the data 4. cancels has collected data 5. does not collect Onboarding online Onboardingdata no longer available Scenario 3: cancels onboarding request before collects the data 1. completes a full or partial initial onboarding request 2. returns to and chooses to cancel their onboarding request 3. will ensure this data cannot be collected 1. No direct impact on employer as the onboardingdata will not be available for collection when the employer makes a request. 6

does not collect Onboarding online Onboardingdata no longer available Scenario 3: cancels onboarding request before collects the data 1.

7 Scenario 4: cancels onboarding request after has collected the data Scenarios 1. provides initial full or partial onboarding Onboarding online 2. provides 3. cancels collects the data 4. cancels has collected data 5. does not collect Scenario 4: cancels onboarding request after has collected the data 1. completes a full or partial initial onboarding request 2. requests and collects employee onboardingdata and can send a response to 3. returns to and chooses to cancel their onboarding request 4. requests and collects employee which includes a cancelled onboarding status. 5. can update their records accordingly 1. Is there value in providing this function? 2. Is a response to a cancelled set of necessary? 7

completes a full or partial initial onboarding request 2. requests and collects employee onboardingdata and can send a response to 3.

8 Scenario 5: never collects the Scenarios 1. provides initial full or partial onboarding Onboarding online 2. provides 3. cancels collects the data 4. cancels has collected data 5. does not collect Scenario 5: cancels onboarding request after has collected the data 1. completes a full or parial initial onboarding request 2. The makes this onboardingdata available for the employer 3. The employer never makes a request to collect the data 4. After a period of time, the will no longer make the data available for collection and show a relevant status on 1. After a period of time it will not be made available for collection. This is currently suggested to be 150 days. 8

completes a full or parial initial onboarding request 2. The makes this onboardingdata available for the employer 3.

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