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  • Created by Former user , last modified by Former user on Mar 28, 2017
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Once your employee record has been saved, you can create the Superannuation details for your employee. To do this, follow these steps:

  1. Navigate to: Superannuation tab > Employee Super Funds sub tab

  2. Click on New Employee Super Funds
  3. A new window will open, complete all required details (refer to the list below)
  4. Click Save


Employee Setup Guide

The selected root page could not be found.

New Employee Super Funds fields

In the window that pops up, enter the employee's Super Fund details:

  • Employee - Defaults when you create the record.
  • Super Fund - Select from the list (defaults from the configuration).
  • Super Fund Vendor - Select the Vendor who has payroll information setup as a Super Fund classification.
  • Membership Number - Enter the employee super membership number.
  • Current - Will set as marked when you save the record.  This indicates that record that is the most current if there are more than one employee super fund record.
  • Start Date - Enter the date that the employee wants to start using this superannuation fund.
  • End Date - Enter the date that the employee wants to stop using this superannuation fund.
  • Unique Superannuation Identifier (USI) - Defaults from the Super Fund.
  • Electronic Service Address (ESA) - Defaults from the Super Fund.
  • BPAY Biller Code - Enter the BPAY Biller Code.  Defaults from the Super Fund.
  • BPAY Reference Number - Enter the BPAY Reference Number.  Defaults from the Super Fund.
  • Bank Account Name - Enter the Bank Account Name.  Defaults from the Super Fund.
  • BSB Number - Enter the BSB Number.  Defaults from the Super Fund.
  • Bank Account Number - Enter the Bank account number.  Defaults from the Super Fund.
  • Bank Account Reference - Enter the bank account reference.  Defaults from the Super Fund.
  • Is SMSF - mark this checkbox if the super fund is a Self Managed Super Fund.  Defaults from the Super Fund.
     

Important!

For Self Managed Super Funds (SMSF) you need to populate the USI, ESA, BSB Number, Bank Account Name, Bank Account Number, Bank Account Reference fields and mark the Is SMSF checkbox.  The SPIN Number should be set to SMSF.


Once you've saved, go to step 12. Finish up

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