How do I change the Superannuation Rules for a Payee?

Change the Superannuation Rules 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, then navigate to Superannuation Rules.

Update the fields as required based on Superannuation Rules (Payee Master File), then select Save.

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