Before your staff can complete onboarding through Guardhouse - including Super Fund lookups - you must fill out your company details in the Company Settings page.
If these fields are left blank, the onboarding feature will not function correctly and Super Fund lookups for your staff will revert to a manual process. This article walks you through each required field.
Step 1: Navigate to Company Settings
- Log in to your Guardhouse account.
- In the top navigation bar, click Organization.
- From the dropdown menu, select Company.
- You will land on the Settings page, with the Company Settings tab open by default.
- Click on Guardhouse API & Integrations.
Step 2: Enable Onboarding
At the top of the page, locate the Onboarding toggle. This should be switched ON.
Important: Once onboarding is enabled, it cannot be disabled.
Step 3: Fill in the Onboarding Details
Complete the following fields at the top of the settings form:
- Account name: The name of your Guardhouse account
- Website: Your company's website URL (optional)
Contact Details
Complete all fields in the Contact details section:
- First name: First name of the primary account contact
- Last name: Last name of the primary account contact
- Email: Contact email address
- Mobile phone: Contact mobile phone number
- Business name: Your registered business name
- Business number: Your ABN or relevant business registration number
Legal Entity Information
Complete all fields in the Legal entity information section:
- Business name: Your registered business name
- Business number: Your ABN or relevant business registration number
Address Details
Complete all fields in the Address section:
- Address: Street address of your business
- City: City or suburb
- State / Province: Select your state or province from the dropdown
- Zip / Postal Code: Your postcode
- Country: Select your country from the dropdown
- Phone: Business phone number
- ABN branch code, if applicable: Enter your ABN branch code if your business has one
Once all fields above are completed, click the Save button on the right-hand side of the page.
Step 4: Fill in Default Superannuation USI
Scroll down to the Default Superannuation USI section. This step is required for Super Fund lookups to work during staff onboarding.
As an employer, you must nominate a default super fund. This fund will be used for employees who have not chosen their own fund and do not have a stapled super fund.
Employees will also be able to select this fund when nominating their super fund choice during onboarding.
To find your super fund's USI:
Visit https://superfundlookup.gov.au/ to verify your super fund USI.
Once you have your USI:
- Enter it in the Default Superannuation USI field.
- Click the Save USI button.
All Done
Once all fields are saved and your Default Superannuation USI is entered, your company is fully configured for staff onboarding. Your staff will now be able to complete their onboarding details, including Super Fund lookups, through the Guardhouse platform.