Formation Technology
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Roadmap & release notes

Built for the long term, and always improving

We're committed to innovation and to delivering against a clear product roadmap. Here's what we're working on next, and how Formation CRM has evolved, including the security milestones that keep sensitive scheme data protected.

What's next

On the roadmap

Where we're taking Formation CRM next, with security, privacy and data governance leading the way. Grouped by horizon; this is an indicative roadmap, not a commitment to specific delivery dates.

Now

In progress
  • Platform

    A faster, modernised interface across the Back Office and self-service portals.

  • Security

    A comprehensive audit of existing permission controls across the Back Office, reviewing role-based access to every record and function.

  • Compliance

    Batch-based record redaction, so personal information can be redacted across large volumes of records to meet privacy and records-management obligations.

  • Privacy

    Ongoing privacy-by-design enhancements informed by regular privacy impact assessments.

  • Accessibility

    UI enhancements across the platform to meet WCAG 2.2 AA accessibility standards.

  • Schemes

    Readiness for new portable schemes and jurisdictions, including ACT's expanded Services Industries Scheme.

Next

Planned
  • Compliance

    Configuration of retention and disposal schedules, so each scheme can define how long records are kept and when they are disposed of.

  • Integrations

    A published API to support integration with your chosen front end and third-party systems.

  • Operations

    Enhancements to our correspondence and batch-processing engines for faster, more reliable processing at scale.

  • Levies

    Support for Payers and project-based levies, extending how levies are raised and managed.

Later

Exploring
  • Reporting

    Expanded self-service business intelligence and analytics.

  • Integrations

    A broader integration and open-API ecosystem, banking, identity, payroll/STP and messaging.

  • Reciprocity

    Enhanced cross-scheme reciprocity and interstate service handling.

  • Portals

    Richer member and employer self-service, notifications and document self-management.

  • Security

    Continuous security assurance, extending our ISO 27001-aligned controls and audit capability.

Release history

Recently shipped

June 2026 Security Platform Update

Formation Technology achieves ISO 27001 certification

We're proud to share that Formation Technology has achieved ISO 27001 certification, the internationally recognised standard for information security management.

This milestone has been a significant focus for our team over the past 18 months, and we're genuinely excited to have reached it. For our clients, it's formal, independent confirmation of something we've always taken seriously: that your data, and the data of the workers and employers in your schemes, is handled with the highest standards of care and security.

What we've been up to

Achieving ISO 27001 certification is the most visible outcome of a busy period behind the scenes. Alongside the certification program, we've also been working on two other significant investments in the Formation CRM platform:

A modern technology foundation

We've completed a major upgrade to our underlying technology stack. This work isn't the kind of thing you see in a features list, but it matters: the platform is faster, more maintainable, and better positioned to support the features and integrations we have planned. It also makes our development and support teams more effective, which ultimately benefits every client we work with.

One platform, one codebase

Over the past 18 months, we've been working to consolidate Formation CRM clients onto a single, unified platform branch. This will allow improvements, fixes, and new features to roll out faster and more consistently.

2024 Customer Go-Live Feature Release

Product Updates and Welcome ACT Leave

We're thrilled to welcome ACT Leave to Formation CRM. ACT Leave manages portable long service leave for the Construction, Cleaning, Community, and Security industries in the ACT, following 18 months of close collaboration.

  • Dynamic claim creation with eligibility prompts; automatic entitlement and claim-amount calculations; more automation of return and claim processing; and readiness for ACT's expanded Services Industries Scheme.
  • Forfeiture, write-off, and inactive account closure batches, each with appropriate financial entries, status updates, a full audit trail, and reversibility.
  • Company Portal and Member Portal dashboards redesigned across multiple schemes, bringing pending returns, invoices, and claim information to the front.
  • Targeted announcements, visible only to companies or members with a specific label.
  • PDF archiving: Formation CRM can be configured to save PDFs of all portal forms to the document repository.
1 November 2023 Platform Update

Trading Names are now Business Names

We're replacing the phrase Trading Name with Business Name. We'll make this change everywhere that the term Trading Name appears.

Why are we making this change?

We're aligning Formation CRM with changes made by the Australian Business Register (ABR) and Australian Securities and Investment Commission (ASIC). In 2012, ABR stopped collecting and updating trading names. If a business operates under any other name, it must register its additional business names with ASIC. In November 2023, ABR will stop displaying old trading names on the ABN Lookup tool.

Do you need to do anything?

If you refer to trading name anywhere in your internal or customer-facing documentation, you may want to update your documentation to instead use the term business name.

2023 Customer Go-Live Security Feature Release

Product Updates and Welcome to the Anglican Church Long Service Leave Fund

A major upgrade to security, returns, reimbursements, and operations. We're also delighted to welcome the Anglican Church Long Service Leave Fund to the Formation CRM family.

Security

  • Password complexity raised
  • Sign In With Microsoft (OpenID) available for Back Office users
  • MFA for employer portal logins
  • Ongoing security hardening across the platform

Worker management

  • Deleted workers can be restored
  • Breaks in service visible on the employer list
  • Bulk label upload batch
  • Non-binary gender option and additional salutation options added platform-wide

Claims and finance

  • Bulk reimbursements via spreadsheet upload
  • Claim payment safety net prevents negative service balances
  • Leave date overlap warnings
  • GL Extract with a Xero-formatted tab; BPoint credit card payments

Operations

  • Deregistration batch now runs in two stages: a warning at 3.5 years and deregistration at 4 years
  • Automated correspondence batches for registration, new employment, and termination letters

New Zealand expansion

The platform also expanded beyond Australia in 2023, launching support for a New Zealand severance fund division.

  • NZ addresses, phone numbers, and postal data throughout the Back Office and all portals; SMS two-factor authentication for NZ mobile numbers; a dedicated NZ welcome email template
  • Tax-free threshold calculations corrected for workers with balances across multiple funds
  • ABA payment file handling improved for special characters; BSB validation for app-submitted claims
  • Worker deduplication extended across all funds
2022 Customer Go-Live Feature Release Security

Product Updates and Welcome Protect

We would like to welcome Protect, who launched onto the Formation CRM platform in July 2022.

Returns

We've expanded our product offering to include a wider range of return product types, including severance and income protection insurance payments. We now support detailed customisation of rates, down to industry awards and agreements. Return generation can run on an automated schedule of your choosing, and we're supporting greater self-service through the automatic generation of retrospective returns when workers are registered late.

We revamped our user interface to make it easier for companies with thousands of workers to manage workers, employments and entitlements, and introduced a range of bulk actions to reduce the time required to process returns. Compliance is also made easier through the ability to automatically generate back-payment returns for missing service.

Claims

  • Financial delegation limits
  • Automatic calculation of public holidays as part of leave payments
  • Online reimbursement claims through our Company Portal
  • Straight-through claims processing within defined parameters
  • STP Phase 2 compliance

Security

We've enhanced security through Single Sign On and two-factor authentication for Fund staff. In early 2023, we will be introducing two-factor authentication for our Member and Company Portals.

Integrations

Formation CRM now supports fully integrated banking with your nominated financial institution. We continue to evolve our Business Intelligence offering, giving you secure, insightful visibility into your business and data.

July 2021 Customer Go-Live Feature Release

Product Updates and Welcome QLeave

Welcome to the newest member of the Formation CRM family, QLeave Community Services Industry. Formation Technology was proud to be selected by QLeave to administer their newly launched portable long service leave scheme for the community services industry in Queensland.

Enhanced case management

  • Link multiple sources to a single Task, for a comprehensive view of your customer interactions
  • Create a task or add a note to existing tasks in bulk, supporting large compliance campaigns
  • Bulk SMS campaigns to employers or workers (requires third-party integration)
  • Extended email templates with a keyword replacer and source type, for more targeted correspondence at the click of a button

Read-only employer portal access

Formation CRM now supports read-only access to employer records following account closure. When enabled, employers can access historical files for record keeping and reporting.

Universal search

  • Search across all party types and all funds within your scheme
  • Free-text search on Correspondence and Tasks
2020 Customer Go-Live Feature Release Security

Product Updates and Welcome SA Portable Long Service Leave

Formation Technology is proud to welcome Portable Long Service Leave to the Formation CRM platform. Formation Technology and the PLSL have partnered to bring important enhancements that provide an enhanced experience for back office operators and scheme constituents alike.

Online claims

We've revamped the look and operation of online claims. The new user interface provides an easy-to-follow experience for workers, and Formation CRM can optionally display an estimated claim payment in the worker portal. The worker can notify you if something doesn't look right, saving you from making adjustments after a claim has been paid. Before a claim comes to you for processing, it can be reviewed by the employer to approve the leave, and the employer can be prompted to provide additional information, such as an up-to-date ordinary rate of pay.

Security

Formation CRM can now be configured with Multi-Factor Authentication (MFA), supporting both time-based phone authenticator devices and SMS authentication, with the option to bypass MFA for users connecting from trusted addresses. Formation CRM also provides support for single sign-on (SSO), including integration with Active Directory Federation Services (ADFS) for identity and authentication.

2020 Feature Release

Formation CRM 2.0

Our first major release since inception, with significant enhancements to transform how you administer your worker entitlement schemes.

  • Tasks and workflow: over 180 Activity Feed events can automatically trigger tasks for review, scheduling, or escalation. Tasks link to documents, returns, entitlements, emails and more, and support due dates, priority, assignees, labels, status, and bulk editing.
  • Email integration: a Correspondence Dashboard for inbound and outbound email and SMS, with multiple mailboxes, row-level permissions, automatic entity association, and reply or compose with email body templates.
  • Customisable forms: customise forms for completion in the Employer or Worker Portals, specific to your Fund, including a requirement to provide supporting documentation, request foundation service, notify of missing service, request a change to registration type, and more.
  • Other contacts: not everyone you deal with is an employer or a worker, so we introduced customisable Other Contacts, including prospective employers, unions, credit agencies, media and more.
  • Reciprocal service: operators can create a reciprocal return to recognise a worker's eligible reciprocal service, which can count towards their threshold for claiming an entitlement. When a worker has accrued enough eligible service across schemes, they can create an online claim in their host scheme, and reciprocal service included in a claim can generate an invoice for reimbursement.
2019 Customer Go-Live

Platform Launch and Welcome TasBuild and PLSA

Formation Technology's Worker CRM went live in 2019, based on more than a decade of experience in portable worker entitlements. It launched with days-based and hours-based LSL tracking across the construction, community service, contract cleaning, and security industries, with TasBuild and the Victorian Portable Long Service Authority as the first two customers.

Want to see what's next?

Contact us for a demo of Formation CRM and a look at the roadmap ahead.

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