How do I set up an After Tax Superannuation Deduction for a Payee?

How to set up an After Tax Superannuation Deduction for a Payee.

STEP 1 (Optional)

Add a User-Modified After Tax Superannuation Contribution Deduction.

STEP 2 - Set up the Employee Contributions (before/after PAYGW) Fund Details

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), select the Superannuation Fund and enter the Member Number as provided by the Payee on the Superannuation standard choice form (NAT 13080).

STEP 3 - Assign the System Default or User Modified After Tax Superannuation Contribution Deduction to the Payee.

Next, select Employment and Payment.

Navigate to Pay Template.

Select Advanced Pay Template if you want to define the QTY and/or Rate the Payee must be paid.

🎯 Before selecting Basic, please ensure the Rate displayed for Ordinary Time is identical to the Rate displayed in Rate Per Hour. Please update the Rate Per Hour / Annualised Salary if these amounts differ.

Select the After Tax Superannuation Contribution System Default Deduction, or your user-modified versions,

The Payee's Employee Contributions Superannuation Contribution Details must be entered. See STEP 2 above.

If Advanced Pay Template was chosen, change the Quantity and/or Rate as required.

Then select the Plus (Add) button to add the Deduction.

Select Save to save your changes.

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