Prior to running a Report Source Batch VEVO process, you should create a Business Sponsor client within MM so that you can easily import connections during the Batch Import process. The Business Sponsor client type is used for preparing and conducting applications such as Subclass 482 Sponsorships and running compliance VEVO checks for temporary or bridging visa employees. These instructions set out how to create a Business Sponsor client for Compliance processes, including Batch Import and Batch VEVO.
1. Creating a Business Sponsor for a Report Source Batch VEVO
1.1. Select 'Create New Client File'
From the Main Toolbar, click the down-arrow next to Clients, then New Client File=> Create New Client File.
1.2. Choose how to create a New Client File
Choose how you would like this Client File
- If you need to create a new Client File and Matter for this Business, select 'Create a New Client File' => 'For a Business/Organisation'.
Click Next.
1.3. Add New Contact Organisation as the Client
We can now enter the details of the Business sponsor recording the following:
- Organisation Name
- Trading Name
- Jurisdiction - for compliance purposes, this will need to be set to Australia
- Contact Tag - for compliance purposes, add Business Sponsor as a tag.
Add the contact details by clicking the down arrow to the left of Contact Details, enter an email address for the Business Sponsor and click Next.
1.4. Client File Permissions
We can now choose if you want to add a contact person, who can access this Client File. The settings below are suggested if you are using MM only for compliance purposes.
- Do you want to add a Contact Person - if you are only using MM for compliance purposes, you can side this bar to No.
- Select any Client File Tags (Example, Business Sponsor, Nomination etc).
- Select the Team or Office this File will belong to.
- Select who will have Access to this File.
Then click Next.
2. Create a Business Sponsor Compliance Matter
2.1. Select the Details for the Matter
Now enter the Details for this new Matter.
- Jurisdiction. The Country this Matter belongs to. For the compliance process, select Australia from the drop-down menu.
- Category. The Type of case (eg Compliance, Business Sponsorship, Appeal etc).
- Type - Stream/Sub. The Sub-stream of the above Category (eg. Business Sponsor Compliance, Standard Business Sponsorship).
- Tags - Compliance
- Role - Responsible person, Manager, Clerk
- User - drop-down list of each user in MM
Then click Next.
2.2. Confirm details on the Summary page
Review the Matter detailsCheck the details you have entered are correct, then click Finish.
2.3. Reviewing a Matter
You can view the new matter by selecting Matters in the left side panel. In preparation for the Batch Import Process, you will need to reference the Client ID.
If you select Connections in the left side panel, you will see the Business name.
Now you have created the Business Sponsor, you can proceed to the Batch Import Process for the Report Source Batch VEVO.