Formation CRM - the specialist platform for worker entitlement schemes

Built for your scheme

Whatever your scheme administers, Formation CRM fits

No matter how broad or narrow your scope, Formation CRM helps you efficiently administer your worker entitlement scheme, a tailored solution, not generic CRM work-arounds.

Perfect for entities, schemes and funds that manage:

Portable long service schemes
Portable sick leave payments
Employment termination payments
Redundancy payments
Insurance premiums
Training levies
Professional body membership fees
Superannuation contributions

Why Formation CRM

More than a CRM, a worker-entitlements platform

A tailored solution

Built for your day-to-day operations, no lengthy work-arounds using generic functions.

Industry expertise

We speak your language, policies, legislation and trust deeds are what we do.

Migration & data cleansing

We own the process of migrating your data and know the common pitfalls.

Customer-focused

Real-time straight-through processing and automation with configurable workflow.

Integrated

Combine accounting, reporting, mail and document management into one solution.

Future-proofed

Perpetual updates delivered against a public, committed product roadmap.

Relationships

Employers, workers and payers, and the relationships between them

Formation CRM supports many account types, but it is tailor-made for capturing employers, workers and their employment relationships, the very essence of a worker entitlement fund.

Onboarding & registration

Employers, workers and payers register online through intuitive, responsive application forms, any time, on any device, with customisable workflow and approval processes. Bulk registration applies data matching to identify new and duplicate accounts, and routine deregistration closes dormant accounts.

Australian Business Register integration

Validate an ABN against the Australian Business Register and import business name, trading/business name, organisation type, ABN and ACN.

Employment history

A detailed history of every worker's employment with an employer:

Start and cease dates of employment and of fund contributions
Employment type (full time, part time, casual) over time
Worker type (staff, apprentice, director, self-employed) over time
Work type and category, for eligibility or reporting
Contributions recorded each return period, wages, location, leave and hours/days/weeks
Industrial agreements and associated contribution rates

Digital accounts

Employers and workers manage their own data, complete returns, view contributions, request services and interact with your fund through secure online portals.

Returns & contributions

Capture employment history and contributions, your way

Administer your fund through informational or financial returns from employers or workers, fast, validated and available in real time.

Frictionless lodgement

Intuitive online return editor with auto-save, spreadsheet import for large employers, and data available immediately in the Back Office for real-time support.

Flexible cycles & levies

Monthly, quarterly, annual or ad-hoc cycles aligned to payroll periods. Returns can raise levies, a set amount or calculated from payroll or wages.

Reduced arrears

BPAY, off-system BSB, direct debit, EFT and PCI-compliant cards, with automatic reconciliation, reminders, and automated interest and penalties.

What returns can capture

Workers employed during a specific period; new commencements and terminations
Employment details, wages, hours or days worked, site or location
Leave taken during the period and training undertaken
Payment methods for worker wages

Pre-population options (such as salary or days worked) save employers time across each return in a cycle.

Built-in validation & integrity

Start or termination dates outside the return period
Minimum or maximum daily wages; hours, days or weeks worked
Values that exceed configured thresholds
Comparison to prior returns, flagged against a tolerance threshold

Every change is captured in a full audit history; operators can compare any two versions of a return and, where desired, revert to a previous version.

Configurable processing rules

Returns can be automatically confirmed, or routed to an operator when particular validations trigger, for example, new workers to review, dates outside the period, thresholds exceeded, or when the employer includes a comment.

Claims & entitlements

Streamline the processing of entitlements and claims

Formation CRM accrues worker balances from return contributions, whether that's an entitlement to take leave, to draw down a balance of funds, or both.

End-to-end digital. Lodge claims online with configurable workflow and straight-through processing; automated correspondence tracks each stage; banking and accounting integration closes it out.
Multiple claim types. Long service and sick leave, employment termination, severance and income protection, each with its own inputs, eligibility thresholds and correspondence.
PAYG & STP ready. Inbound and outbound processing, ABA file export, cheque payments, and Single Touch Payroll as your SSP or via an SSP of your choice.
Reciprocity. Process entitlements between funds, raise an invoice for a reciprocal fund or issue an outbound reimbursement.

Self-service portals

A convenient digital service for your users

Intuitive, attractive self-service portals automate previously manual processes and can be tailored to your fund's branding. Fully responsive across desktop, tablet and phone.

Employer & worker onboarding
Employers managing workers & returns
Workers managing returns & entitlements
Account payers managing levy obligations
Debt agencies managing arrears
Unions & employer bodies on compliance

Operations & workflow

All your day-to-day operations in one interface

Tasks & workflow

Create a task from almost any page; our data model attributes the account and source automatically. Auto-generate tasks from activity, and route work through predefined steps.

Bulk operations

Curate cohorts of accounts on chosen criteria, then generate correspondence, run system actions like service capping or deregistration, or create a series of tasks.

Activity-driven automation

Over 180 activity-feed events can trigger a task to review, schedule, escalate or complete, with instant dashboard notification of inbound work.

Documents

Create and manage your fund's documentation directly in Formation CRM. Each account has its own repository; operators upload documents or generate them from configured templates. We can also integrate an external document store of your choice.

Correspondence engine

An integrated engine for email, SMS, print and telephony means you don't switch between systems to communicate with stakeholders. Inbound mail auto-associates to the right entity; compose and reply with templates, and export for mail merge to printing houses.

Integrations

Your complete, connected software solution

Formation CRM is committed to remaining an open solution. We have an established track record of secure integration with third-party vendors across disparate environments.

Data migration

We own your migration, so you launch on clean data

A successful implementation depends on systematic, structured and considered data migration. We've run many cleansing and migration projects for Australian schemes and tailor our process to your needs.

Hosting & infrastructure

Deploy your way, secure managed cloud or dedicated

Fully-managed cloud

Host in our fully-managed AWS environment, we handle the infrastructure so your team focuses on administering the scheme.

Dedicated AWS or Azure

Deploy into a dedicated standalone environment in AWS or Microsoft Azure, or to your own virtual private network.

Open & secure

Simple, powerful and secure integration mechanisms keep your chosen IT systems connected, backed by ISO 27001-aligned controls.

Security & trust

Designed for high-value, high-sensitivity records

Security, privacy and data governance are core to how we design, host and support Formation CRM. ISO 27001 compliant and built for sensitive worker, employer and financial data.

ISO 27001

Certified-grade controls.

MFA & SSO

Incl. ADFS identity.

PII & RBAC

Role-based access.

Audit history

Full audit trail.

Explore Security & Trust

Request a demo of Formation CRM today

We'll walk your team through the platform against your scheme's real-world requirements.

Book a demo Contact us

The platform built specifically for worker entitlement schemes