Stapled fund lookups in employee self-onboarding
Supporting clients to enable Flare for employee commencement forms
Clients using employee self-onboarding can reduce manual stapled super fund lookups by authorising Flare in ATO Access Manager.
This is a one-off setup that allows Flare HR Pty Ltd, an MYOB company, to support stapled fund checks as part of the employee self-onboarding flow. Once set up, stapled fund checks can happen during onboarding instead of becoming a separate manual task when an eligible employee doesn’t choose a fund.
That means less admin, fewer follow-ups and a smoother path from new starter to payroll-ready employee.
Importantly, this authorisation is limited. It does not give Flare broad access to the client’s ATO account. It only gives Flare access to the employee commencement form permissions selected in ATO Access Manager. It also doesn’t change your access as the client’s accountant or bookkeeper.
Why this matters.
From 1 July 2026, employers can request stapled fund details at the same time they offer choice of fund. That allows the stapled fund check to happen during onboarding, instead of only after no choice is received.
For clients using employee self-onboarding, enabling this access means they can:
- reduce manual stapled fund lookups
- provide employees with existing super fund details so they can make informed decisions while onboarding
- give employees a smoother onboarding experience
- avoid extra back-and-forth when a new employee does not nominate a fund
- keep using a process that is already included with MYOB Business and AccountRight subscriptions that include payroll
Using Flare for stapled fund checks is optional. If a client prefers not to authorise Flare, they can keep doing stapled fund lookups manually through the ATO.
What the client is agreeing to.
Under the ATO’s business appointment model, the client is appointing Flare, an MYOB owned company, to perform the employee commencement form functions they select in Access Manager.
That is the full scope of the authorisation.
It does not give Flare access to lodgements, activity statements or the wider ATO account.
Who can complete the authorisation?
The authorisation must be completed inside the client’s own ATO Access Manager.
A client can complete it if they are:
- the Principal Authority for the business, or
- an Authorised Administrator for that ABN in ATO Relationship Access Manager
If you only have agent access through Online services for agents, you cannot appoint Flare on the client’s behalf through that channel. Business appointments and agent access are separate.
Before you start
Make sure the person completing the setup has:
- a Digital ID, such as myID
- Principal Authority or Authorised Administrator access for the client’s ABN in ATO Relationship Access Manager
- the correct client ABN ready, because the authorisation is completed one ABN at a time
There is no bulk option, so these steps need to be repeated for each client business that needs authorisation.
How to authorise Flare in ATO Access Manager
A Principal Authority or Authorised Administrator for the client’s business can complete this setup.
- Go to Access Manager and click Continue with Digital ID.
- Click Select myID.
- Enter your myID email and click Get code. Use the code to verify your identity in the myID app.
- If you have access to multiple businesses, choose the client you’re authorising and click Continue. Check the ABN before you continue – the authorisation applies only to the business you select.
- Go to the Access Manager menu > Business Appointments > Who has access to my business, then click Appoint new business.
- In the Enter ABN field, enter 46607120892 (or enter Flare HR Pty Ltd in the Business Name field) and click Continue.
- Scroll down to Employee commencement form and select the options for View, Prepare and Lodge.
- Click Save. FLARE HR PTY LTD is now listed as an appointed business authorised to perform stapled super fund lookups for that client.
Repeat these steps for each client you’re authorising.
What happens after authorisation
There is no major change to how onboarding starts.
The client still invites a new employee to self-onboard. The employee completes their personal, banking, tax and super details through the secure onboarding flow. When the employee reaches the super step, Flare can support the stapled fund check as part of that process.
If a stapled fund is returned, the employee sees that fund before other available options. Once the employee submits their details, the client only needs to complete the payroll details in the employee record.
If a client does not want to authorise Flare
The client can continue using employee self-onboarding, but stapled fund lookups will stay manual. The client can request stapled fund details through ATO online services, or you can request them on their behalf through Online services for agents.
They will need to do that for each eligible new employee who does not nominate a fund, before the first super contribution is due.
Key takeaways for client conversations
- it is a one-off setup, not something they need to repeat for every employee
- the permission is limited to the employee commencement form functions selected
- it does not expand Flare’s access across the client’s wider ATO account
- it does not change your advisor access through Online services for agents
- Flare is an MYOB company and part of the existing onboarding experience
- if they choose not to authorise it, they can still meet their obligations manually
Email template
If you can’t complete the authorisation yourself, you can send this email template to your relevant clients who holds Principal Authority or Authorised Administrator access for the business.
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Subject: One-off ATO setup for your employee onboarding
Hi [Name],
A one-off setup is required in ATO Access Manager for [Business name] to enable automated stapled super fund checks through Flare, MYOB’s employee self-onboarding solution.
Completing this setup helps reduce manual stapled fund checks and supports your existing super obligations as part of the onboarding process.
This needs to be completed by whoever holds Principal Authority or Authorised Administrator access for the business in ATO Relationship Access Manager. They’ll need a Digital ID, such as myID.
Please complete these steps:
- Sign in to Access Manager at am.ato.gov.au using Digital ID.
- Go to Business Appointments > Who has access to my business.
- Click Appoint new business.
- In the Enter ABN field, enter 46607120892 (Flare HR Pty Ltd) and click Continue.
- Scroll down to Employee commencement form and select View, Prepare and Lodge.
- Click Save.
The authorisation only covers the employee commencement form permissions above. It doesn’t give broader access to your ATO account, and it doesn’t change our access as your [accountant/bookkeeper].
If you'd prefer to keep super fund lookups manual, you will need to do this for each new employee that your onboard, missing out on the efficiency from the automated Flare process. If so, please let us know you'd prefer to do this.
For help with the steps, MYOB has a dedicated team at [email protected].
Thanks,
[Your name]
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Common questions
- Does this replace choice of fund requirements?
- No. Choice of fund obligations do not change.
- Does this change my access as the client’s advisor?
- No. Business appointments and agent access are separate.
- Is there an extra cost?
- No. Employee self-onboarding is already included with MYOB Business and AccountRight subscriptions that include payroll.
- What if the client has already appointed another provider?
- Flare still needs to be authorised in ATO Relationship Access Manager if the client wants stapled fund lookups to happen through employee self-onboarding.
- What if the Principal Authority has left the business?
- The business will need to re-establish Principal Authority in ATO RAM before the authorisation can be completed.
Get help
For help with stapled fund lookups or the Access Manager setup, email [email protected].
Who is Flare?
Flare is an MYOB company providing workplace solutions to Australian businesses and their employees. Flare Self-Onboarding and Employee Benefits features are available to MYOB Business and AccountRight desktop users.
Learn more about the Flare employee self-onboarding and benefits platform available as part of your MYOB subscription on the Flare website.
Information and privacy
Information collected by using the Self-onboarding and Employee Benefits services are treated in accordance to the MYOB Group privacy disclosure statement and Flare privacy policy.