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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Obtain information for new employer records
   • Obtain details for new employer record from field representative and employer relationship manager
   • Check information for completeness, accuracy, inconsistencies and authenticity
   • Obtain further details from fund representative and employer, as required
2. Set up new file for employer
   • Enter data into organisational information system
   • Activate new employer file according to organisational policies and procedures
   • Establish employer contribution mechanism, including processes for communication and financial transactions
   • Enter details of schedules, exceptions, rules, insurance details and categories
3. Set up account systems
   • Set up insurance arrangements
   • Enter details of account options
   • Establish facility for bulk load transfers if required
   • Establish employer details and maintain according to organisational requirements
   • Check data entry according to organisational policies and procedures

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

set up and establish employer accounts for at least three different clients.

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Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and organisational requirements relating to data protection and privacy and their relevance to establishing and customising employer accounts in superannuation

organisational policies, procedures, guidelines and information, documentation and communication systems relevant to employer accounts

organisational quality assurance practices

consequences of incorrect employer documentation

information required to establish a comprehensive employer profile

procedures for establishing transaction systems

information requirements for establishing vesting arrangements, non-preserved money fund options and insurance arrangements.

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