- How EOSB works explains the platform itself: who takes part, who is responsible for what, and how each workflow runs from start to finish. Read it first if you are new.
- A guide for each kind of user, screen by screen. Pick yours below.
How the platform works
The big picture in five minutes.
Roles and responsibilities
Who does, approves and sees each action.
How money flows
Every movement of money, drawn out.
Guides by user
Employer
Register employees, fund your EOSB trust, approve fund manager budgets and follow your liability.
Regulator (MELSS)
Verify employers, trustees and fund managers, and oversee monthly accruals and employer ledgers.
Trustee
Confirm funding, approve benefit payments, and control every movement of money to and from the fund manager.
Fund Manager
Recognise cash, invest it through portfolio frameworks, pay mandate expenses and return money to the trust.
Platform Admin
Register and activate employers and providers, pay out benefits, run the monthly accrual and manage users.
How to read the screenshots
Every screenshot comes from the live platform. Where you need to act, the screenshot is marked:- A red outline with a number marks a button, field or area. The number matches the numbered step or list item next to the picture.
- Pictures without markers show what the screen looks like in a given state — for example, empty, waiting for approval, or showing an error.
The organisations, people, amounts and reference numbers in the screenshots are demonstration data. Your screens show your own organisation’s details.