Once your employee record has been saved, you can create the Superannuation details for your employee. To do this, follow these steps:
- Navigate to: Superannuation tab > Employee Super Funds sub tab
- Click on New Employee Super Funds
- A new window will open, complete all required details (refer to the section below)
- Click Save
Employee Setup Guide
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New Employee Super Funds fields
In the window that pops up, enter the employee's Super Fund details. Depending on the type of Super Fund the employee has, the information required differs. The table below provides example field values for a standard Super Fund and Self Managed Super Fund (SMSF).
Important!
If the employee's Super Fund is not listed in the dropdown or they have an SMSF, then you will need to create a new Super Fund.
Click the + button next to the Super Fund dropdown to do this.
| Field | Description | Super Fund value | SMSF value |
|---|---|---|---|
| Employee | Defaults when you create the record | Jane Smith | Jane Smith |
| Super Fund | Select from the list, defaults from the organisation's payroll configuration | REST Personal | The Trustee for Jane Smith |
| Super Fund Vendor | Select the Vendor who you will pay this employee's super to. The Vendor must be setup as a Super Fund. Select ClickSuper if you're paying super through them. | ClickSuper | ClickSuper |
| Membership Number | Enter the employee's super membership number. | 12345678 | 01 |
| Current | Will automatically be marked when you save the record. This indicates that this record is the most current (if there are more than one employee super fund record) | <check> | <check> |
| Start Date | Enter the date that the employee wants to start using this super fund | 1/12/2016 | |
| End Date | Enter the date that the employee wants to stop using this super fund | ||
| SPIN | This field has been deprecated, use the USI field instead | ||
| Super Fund ABN | ABN of the Super Fund, generally required only for SMSFs | 87654321 | |
| Unique Superannuation Identifier (USI) | Defaults from the Super Fund | RES0101AU | |
| Electronic Service Address (ESA) | Required for SMSFs. Defaults from the Super Fund. Enter CLICKSUPER if you're paying super through Click Super and this will auto-populate upon your first pay run | CLICKSUPER | |
| 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 | Jane Smith Family Trust | |
| BSB Number | Enter the BSB Number. Defaults from the Super Fund | 062222 | |
| Bank Account Number | Enter the Bank account number. Defaults from the Super Fund | 12345678 | |
| Bank Account Reference | Enter the bank account reference. Defaults from the Super Fund | Company Super | |
| Is SMSF | Mark this checkbox if the super fund is a Self Managed Super Fund. Defaults from the Super Fund | <check> |
Go to step 11. Add Pay Components