Before attaching a Superannuation Fund to an employee, ensure that the Fund has been created and that Employer and Employee Contributions are attached. Each Superannuation Fund needs unique employee contributions, so you may need to create new ones for the Fund.
Update an Employee's Super Fund
To attach a Superannuation Fund, follow the steps below:
Go to Payroll, Maintenance, Employees, Employees.
Edit the employee.
Terminate the existing Super Fund:
You can't delete superannuation from an employee if it has been used in the current financial year. If your employee is changing Funds, terminate the existing Fund.
Select Superannuation Details.
Edit the existing Super Fund.
Tick Date Terminated and enter a termination date for the fund. Click OK.
Under Superannuation Contributions, Edit the Employer Contribution attached to the terminating fund.
Remove the Allocations and untick Primary Contribution.
Click OK.
Repeat steps 4 to 6 for any other Employer Contributions attached to the terminated fund.
If there are Employee Contributions attached to the fund, Edit these and remove the Value. Click OK.
Attach the new Super Fund:
Under Superannuation Funds, click Add.
Select the Fund. Enter relevant information, e.g. Date Joined, Membership No. etc. Click OK.
Under Superannuation Contributions, click Add.
Select Employer as Contribution Type, then select the Employer Contribution.
Tick Primary Contribution, if applicable, and make any other relevant changes.
Click OK.
If the employee has a Salary Sacrifice or Voluntary Contribution, click Add in Superannuation Contributions again.
Select Employee as Contribution Type and choose the contribution from the drop-down.
Enter the amount or percentage in Value, depending on the contribution setup.
Click OK.
Lastly, click OK to save the employee record.
If you need to transfer super amounts to the new Super Fund, refer to the article Transfer Superannuation Contributions from Old Fund to New Fund.
Checking for Missing Super Fund Member Numbers
To identify employees with missing super fund member numbers, run IQB-Emp007 - Payroll Employee Superannuation Details report. This report lists the superannuation details recorded for each employee including their member numbers.
Go to Common, IQ and double-click on IQB-Emp007 - Payroll Employee Superannuation Details (Report).
Select Include Terminated, either 0 (False) to exclude or 1 (True) to include.
Click OK.
Review Membership Number for any blanks.
Use Save Grid to export the report to Excel.
This process ensures that all required superannuation details are complete and up-to-date.