Freelancer onboarding screens

The three-step form a freelancer completes after opening their magic link, including the ATO super fund lookup.

When you invite a freelancer, they receive a magic link. Opening it starts a three-step form. You don’t build any of these screens.

Prefer to create employees from your own backend? See Add employees.

1. Personal details

   Field	Notes
   Email	Pre-filled and locked if sent by invite
   First name	Required
   Last name	Required
   Gender	Male, Female, Other, Prefer not to say
   Date of birth	DD/MM/YYYY. Used for the ATO lookup in the next step
   Mobile phone	Australian format (04xx xxx xxx)
   Address	Google Maps autocomplete. The freelancer must select from the suggestions
   ABN	11 digits, formatted as XX XXX XXX XXX
   Tax file number (TFN)	Masked input

2. Super fund selection

   The form looks up any existing fund with the ATO, then shows the freelancer what it found.

   ATO response	What the freelancer sees
   One fund found	The fund is selected automatically. The freelancer confirms and can enter a member number.
   Multiple funds found	The freelancer sees all matched funds and chooses one.
   No fund found	The freelancer searches for their fund by name, ABN, or USI.
   Fund conflicts with one you pre-loaded	A conflict banner appears. The freelancer chooses between the ATO result and the fund you provided.

3. Review and submit

   A read-only summary. The freelancer can go back and edit any section before submitting.

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About the ATO fund lookup

Since November 2021, when an employee starts a new job and doesn’t choose a fund, the employer must check for an existing (“stapled”) fund before opening a default one. This stops people collecting multiple super accounts. The form runs this check for you after the first step.

If you use the Super API to make contributions, the fund selected here is the one used to route payments, so contributions go to the right fund.

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Next steps

Employer onboarding

See the form employers complete.

Install and embed

Add the components to your app.