How do I change the Employer SG Contributions Fund Details for a Payee?

Hwo to change the Employer SG Contributions 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 Employer SG Contributions, change/update the Superannuation Fund, Member Number, $ or %, Minimum Contribution and Maximum Contribution as required;

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 Employer Superannuation Guarantee Contributions Error Message is shown.

Select Acknowledge.

If pay runs can be changed, the Reassign Employer Superannuation Guarantee 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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