Transact using BTO Employer

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Transact using BT Online Employer

Getting started

• How do I register for transactions on BT Online Employer?

  If you are an employer with the BT Lifetime Super - Employer Plan or BT Business Super it's easy to register for BT Online Employer now.

  Go to New Registration (opens in a new window) and complete the online registration. Print, sign and return the one time Registration form and the Direct Debit Request form. Direct debit saves you time, and you remain in control, money is only debited when you authorise it.

• Once I have registered, what is the next step?
  Once we receive your Registration form and Direct Debit Request form, you’ll receive your password. This will be sent by mail for security purposes.
• Where can I find help to assist me become familiar with BT Online Employer and its functions?

  BT has created a series of tools designed to support you as you learn about BT Online Employer.

  You can start by taking a guided tour (opens in a new window) of BT Online Employer, where you can select 5 quick tours to view. The audio guide will talk you through the functions. Then, get a feel for what it’s like to actually use BT Online Employer by taking a test drive on our Demonstration site (opens in a new window).

  In addition, you can refer to the BT Online Employer Easy User Guide (PDF 1.2MB) for a complete step-by-step guide on how to use BT Online Employer, including how to use our clearing house facility, ECHO. This user guide is available on the BTOE secure site at all times and is updated each time BTOE receives an enhancement.

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
• 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 1.2MB).

• What if I have questions about making transactions?
  You can refer to BTOE Easy User Guide (PDF 1.2MB) or contact BT Employer Relations on 1300 553 010. BT Employer Relations can mirror your transactions to help you through each screen
• 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
• 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.

• 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.

Account administration

• How do I add a new contact to the fund as the previous contact has left?

  If you already have access to BTOE, you are able to add a new contact to the fund after logging in to BTOE and selecting ‘Other users’ & then ‘New user’.

  If your business has never used BTOE, register here.

• How do I get started if the previous contact has left the company and didn’t provide me with a user name or password?
  If the previous contact has left without providing you with the username and password for BTOE, please contact BT Employer Relations on 1300 553 010. If you are using the previous contact’s user name and password, you can update us on BTOE. This will ensure we have your email address and the handy e-newsletters reach you
• How do I unlock my BTOE account?
  For security reasons, your account will be locked after three unsuccessful attempts to log-in. Contact BT Employer Relations on 1300 553 010 to unlock your account.
• I have forgotten my user name and password for BTOE. How do I get them reset?
  Contact BT Employer Relations on 1300 553 010.