When an employee completes the Super Section in their Onboarding form, there are a number of options they can choose from:
Their current fund - enter the fund name and select from a list that includes the ABN and USI details.
Their self-managed fund - supply the fund name, ABN, ESA Alias, and fund bank details.
The employer default fund - the default fund defined in MicrOpay.
A suggested, featured fund - can use this option if they aren't registered with a fund.
A range of superannuation funds is displayed as part of the onboarding journey. These are intended to provide employees with a choice of funds, along with the option of adding their existing superannuation fund or joining their employer's default fund. The options that are presented in the Super Section cannot be changed or turned off, with the exception of the employer default fund. This will only be available if a default fund has been nominated in the Payroll Company.
When the Onboarding forms are complete and submitted, MicrOpay will use the ABN supplied, then the USI or ESA Alias to find an existing fund in MicrOpay. If the details don't match, you will have the option to Add Super Fund based on the supplied details in the new employee wizard.
To ensure that matches are found, we recommend that you review your Super Funds and update where USIs are missing. To do this:
Go to Payroll, Maintenance, Superannuation, Fund.
Right-click in the grid and select Customise Grid Columns.
Find USI in the Customization box and drag it into the grid headers.
To update a fund with a USI, edit the Fund.
Enter the USI and click OK to save.
In order for an employer default fund to be listed in the onboarding forms, you need to define the fund in each of your Payroll Companies. To do this:
Go to Payroll, Maintenance, General, Payroll Companies.
Edit the payroll company.
Select the fund in the Super Fund.
Click OK to save.
Note: The Access Group does not receive any incentives from any superannuation provider.