How do I change the Employee Contributions (before/after PAYGW) Fund Details for a Payee?

Hwo to change the Employee Contributions (before/after PAYGW) Fund Details for a Payee

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.

Navigate to Fund Details.

Within Employee Contributions (before/after PAYGW), update/change the Superannuation Fund and/or Member Number as required. You may need to deselect Use Employer SG Contribution Details? to change the Superannuation Fund.

If you need to reassign prior Pay Runs to the new Superannuation Fund, select Assign Prior Pay Runs.

If no pay runs can be changed, the Unable to assign prior Employee Contributions Details Error Message is shown.

Select Acknowledge.

If pay runs can be changed, the Reassign Employee Contribution Fund Details On Prior Pay Runs Information Message is shown.

Select the required periods, then select Confirm Update.

Select Save to save your changes.

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