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How to change an Employee's Superannuation Fund Details.
How to change an Employee's Superannuation Fund Details.
This query is not relevant until the release of Version 4.9.2.
Refer
Select Payees from the side navigation menu.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.
Select Superannuation Rules and Fund Details.
SG Liability and Salary Sacrifice (Before PAYGW) Contributions
SG Liability and Salary Sacrifice (Before PAYGW) Contributions
SG Liability and Salary Sacrifice (Before PAYGW) Contributions s define the Superannuation Fund, Member Number and % or $ amount that SG Liability and Salary Sacrifice (To Super Fund) are paid to on behalf of the Payee.
Change the Superannuation Fund as required.
If the Superannuation Fund is changed, the Change SG Liability and Salary Sacrifice (Before PAYGW) Contribution Details Warning Message is displayed.
If you wish to change the Payee's Superannuation Fund, select Acknowledge. The Member Number will then be removed, allowing you to enter the new ID.
If you do not wish to continue changing the Payee's Superannuation Fund, select Cancel. The Superannuation Fund will be reverted to the original setting.
Change the Member Number as required.
You can also update the $ or %, Minimum Contribution and Maximum Contribution if required.
Select Assign Prior Pay Runs: to change the Superannuation Fund and/or Member Number assigned to prior Pay Runs to the current settings.
If Assign Prior Pay Runs is selected, and the current Superannuation Fund and/or Member Number does NOT differ from any previous pay runs, or there are no previous pay runs., the Cannot assign prior SG Liability and Salary Sacrifice (Before PAYGW) Contributions Error Message is displayed.
Select Acknowledge.
If Assign Prior Pay Runs is selected, and the current Superannuation Fund and/or Member Number differs from any previous pay runs, the Update Prior Pay Runs SG Liability and Salary Sacrifice (Before PAYGW) Contributions Details Window is displayed.
Select the pay runs that must be reassigned to the current Superannuation Fund and/or Member Number, then select Save.
Additional Contributions (RESC)
Additional Contributions (RESC)
Additional Contributions (RESC) define the Superannuation Fund, Member Number and % or $ amount that reportable employer superannuation contributions are paid to on behalf of the Payee. This specifically relates to circumstances where the payee receives additional contributions as part of an employee's individual salary package (which equates to more than the Mandatory Employer Superannuation Amount, which is presently 12.00%.
Change the Superannuation Fund as required.
If the Superannuation Fund is changed, the Change Additional Contribution (RESC) Details Warning Message is displayed.
If you wish to change the Payee's Superannuation Fund, select Acknowledge. The Member Number will then be removed, allowing you to enter the new ID.
If you do not wish to continue changing the Payee's Superannuation Fund, select Cancel. The Superannuation Fund will be reverted to the original setting.
Change the Member Number as required.
You can also update the $ or % if required.
Select Assign Prior Pay Runs: to change the Superannuation Fund and/or Member Number assigned to prior Pay Runs to the current settings.
If Assign Prior Pay Runs is selected, and the current Superannuation Fund and/or Member Number does NOT differ from any previous pay runs, or there are no previous pay runs., the Cannot assign prior Additional Contributions (RESC) Error Message is displayed.
Select Acknowledge.
If Assign Prior Pay Runs is selected, and the current Superannuation Fund and/or Member Number differs from any previous pay runs, the Update Prior Pay Runs Additional Contributions (RESC) Details Window is displayed.
Select the pay runs that must be reassigned to the current Superannuation Fund and/or Member Number, then select Save.
Employee Contributions (After PAYGW)
Employee Contributions (After PAYGW)
Employee Contributions (After PAYGW) define the Superannuation Fund and Member Number that After Tax Superannuation Contributions are paid to on behalf of the Payee.
Change the Superannuation Fund as required.
Change the Member Number as required.
Select Assign Prior Pay Runs: to change the Superannuation Fund and/or Member Number assigned to prior Pay Runs to the current settings.
If Assign Prior Pay Runs is selected, and the current Superannuation Fund and/or Member Number does NOT differ from any previous pay runs, or there are no previous pay runs., the Cannot assign prior Employee Contributions (After PAYGW) Error Message is displayed.
Select Acknowledge.
If Assign Prior Pay Runs is selected, and the current Superannuation Fund and/or Member Number differs from any previous pay runs, the Update Prior Pay Runs Employee Contributions (After PAYGW) Details Window is displayed.
Select the pay runs that must be reassigned to the current Superannuation Fund and/or Member Number, then select Save.
Select Save to save your changes.
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