Transaction services

What transactions are available once I register for BT Online Employer?

Once you have registered for transactions on BT Online Employer, you can:

  • Make super contributions for your employees, whether they are in the BT Plan or not
  • Add new employees to your plan
  • Advise us about employees resigning or retiring
  • Amend employee details
  • View reports at your fingertips, such as employee contribution details and investment type versus age

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Can our business have different levels of access to BT Online Employer?

Yes, each person using BT Online Employer in your company can be set up with their own user name and password. The user that is first registered to use BT Online Employer will be given the highest access level. This primary user can set up other users with their own login and decide what access level they will have.

For example, you may not want all users to be able to authorise a contribution file or a direct debit agreement. You can reserve these types of transactions for high level access users. For more information, refer to BTOE Easy User Guide (PDF 1MB).

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What if I have questions about making transactions?

You can refer to BTOE Easy User Guide (PDF 1MB) or contact BT Employer Relations on 1300 553 010. BT Employer Relations can mirror your transactions to help you through each screen.

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What kind of reports can I access on BT Online Employer?

The secure site will allow you to view a range of reports about your BT plan. This includes reports such as:

  • Contributions
  • Life Insurance
  • Investment Profile
  • Member Summary
  • Superannuation Guarantee (SG) if you wish to produce a letter for employees that you have met their SG payments
  • Choice employees

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How long do I have to set up details of new starters?

If you welcome a new employee, or an existing employee’s circumstances change, you can add or amend employee details on BT Online Employer.

Setting a new starter up on BTOE allows BT to send your new employee a welcome kit, but more importantly, if a new employee is eligible for Automatic Acceptance in relation to insurance cover, it is important to send us their complete membership details within 120 days of them commencing employment, otherwise they will be required to be underwritten.  The simplest and quickest way to do this is through BTOE.

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Why should I check my employee’s details and how often should I do this?

Keeping your employee’s details up to date means BT always has their correct address if we need to contact them. This is especially important for Annual Statements which are sent out in the second half of the year. Employees with salary based insurance need to have the correct salary details provided to BT. If their details aren’t up to date they – or their beneficiaries – may not receive the appropriate insurance payout in the event of death or injury. So, it’s essential to check and update employee details prior to 30 June each year. Some employers find it helpful to make periodic checks, such as bi-annually or quarterly. 

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