Establish Employer withholding in Pluto 277-19093005

Launch an application to establish employer withholding from the Task list.

From the Customer Summary screen, select the Right Slider icon. The task selection menu will display.

To access the Establish Employer Withholding process:

• use the Search Task field by entering the name of the task and selecting the appropriate option from the dropdown list. This will automatically select the radio button next to the Establish Employer Withholding task. If the incorrect task is selected select the Cancel icon in the Search task field and search for the task again
• from the Process Group list select Organisation. From the Task List select Establish Employer Withholding

Select Start.

The Organisation Search window will display.

Use the following details to search for the employer:

• Australian Business Number (ABN)
• Child Support Reference Number (CSRN)
• Tax File Number (TFN)
• Account Role
• Legal Name
• Trading Name
• Address details (city, state, country, post code)

To search for the employer’s details, from within the Organisation Search window:

• manually key any available details for the organisation into the relevant fields
• select Find

Did the search return an existing record for the employer?

• Yes:
• select the radio button next to the correct organisation record
• select Continue
• No: attempt more searches on different criteria if:
• the correct record displays, select the radio button next to the correct organisation record. Select Continue
• there is no record for the organisation, select Continue to proceed through to the form

Select the Application for Employer Withholding form.

To view sections of the form select the:

• Expand all icon to open all sections, select the Collapse all icon to close all sections
• Form menu icon and select the section to view, or
• individual section

If the customer has any relevant indicators in place, they will display here. Review the indicators that are displaying and determine what action needs to be taken.

See Employer Withholding (linking) for Child Support customers for information on what to do if the customer has these indicators.

The employer details will pre-populate in the relevant fields if an existing record has been selected.

For a new organisation, manually record the:

• name of employer (legal name, not the trading name)
• employer ABN
• address details (street, City, State, Post Code, Country)
• employer phone number

• Select the appropriate radio button, either Yes or No to the questions ‘Has the customer confirmed they are currently employed by this employer?’
• Select Source of Employment Information:
• ATO
• Customer (customer provided information)
• Other (other party or third party information
• s120
• STP (Single Touch Payroll information)

• Select EW Link Referral notes banner to record all additional information. select Save in the notes section when the form is ready to submit. See Documenting Child Support information for documentation principles

Is EWA being requested?

• Yes, go to Step 5
• No, leave the Are you requesting EWA radio button defaulted to No, go to Step 6

• Select the Yes radio button if requesting EWA
• Manually record the EWA amount in the text field including any decimals
• Select the frequency from the EWA Frequency dropdown menu

With information received from the source of employment, record the details (if applicable) in the relevant fields:

• Payroll Number
• Next pay date
• Pay frequency
• Hourly rate
• Hours worked
• Employment status

Record any additional information in the Other information field.

• Select Submit:
• The Form Submitted Successfully message will display
• The form will show as submitted and the completed tasks will update
• Select Assess to finalise the interaction. The Customer summary page will display
• Document details of contact, contact attempts and calculations in the Collection Window in Cuba

Cuba intrays will display:

• where the organisation exists:
• a Linking Referral intray on the customer’s record, and
• an Employer Linking Referral intray on the organisation record.
• where the organisation record does not already exist: A New Org Link intray on the customer

The Employer Linking Referral and New Org Link intrays automatically route to the correct position for an ESO to action. Do not route these to a different position.

Use the Linking Referral intray to monitor the link request. Do not route to Employer Services or delete the intray. Deleting the intray can affect the ESO’s intray.

See ESO role in setting up EW linking for information on ESO’s role

Was the customer successfully linked?

• Yes:
• the Linking Referral intray will delete
• monitor for payment
• No:
• the ESO will create a Linking Attributes Response intray in Cuba, explaining . why the link could not be actioned and may include some alternative options
• review the intray detail to determine how to proceed