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You can use the Details sub-tab to:

  • activate or deactivate super funds
  • maintain user super fund details
  • view superannuation fund details.

 

Expand
titleOpening the Details sub-tab

To open

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the Details

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 sub-tab:

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  1. Select Payroll > Payroll Employee Maintenance

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  1.  from the main menu.

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  1. The Set Payroll Search Criteria

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  1.  window is displayed.
  2. Search for the employee payroll record for the staff member.

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  1. See Searching for payroll employees

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  1. .

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  1. The Personal

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  1.  tab of

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  1. the Payroll Maintenance

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  1.  window is displayed.
  2. Click

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  1. the Super Funds

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  1.  tab.

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  1. The Details

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  1.  sub-tab on

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  1. the Super Funds

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  1.  tab of

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  1. the Payroll Maintenance

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  1.  window is displayed.

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  1. Image Added


Payroll Maintenance - Super Funds tab - Details sub-tab key fields and buttons

Fields

Field

Description

Fund

Description of the super fund.

Active Fund

Whether the super fund is currently active.

Note: You can only modify this field using the Set Active and Set Inactive buttons.

Member No.

Superannuation member number of the staff member.

Member Joined Date

Date the staff member joined the super fund.

Comment

Comments about the super fund.

Fund Details fields
Note: You can only modify these fields using the luPayrollSuperannuationFund lookup table. See luPayrollSuperannuationFund lookup table in the Finance manual.

Field

Description

Description

Description of the super fund.

Nickname

Nickname of the selected super fund. For example, ASSUP for Australian Super.

Employer Number

Employer number of your organisation.

Note: This number is used for superannuation exports. See Exporting superannuation details

(on page )

.

SPIN

Superannuation Product Identification Number of the selected super fund.

USI

Unique Superannuation Identifier of the selected super fund.

ABN

Australian Business Number of the selected super fund.

Bank BSB

BSB of the selected super fund.

Bank Account

Bank account number of the selected super fund.

BPAY Biller Code

BPAY biller code of the selected super fund.

BPAY CRN

BPAY customer relations number of the selected super fund.

ESA

Electronic Service Address of the selected super fund. For example, AUSPOSTSMSF.

Notification Email

Email address to receive super fund payment notification emails.


Buttons

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Button

Description

AnchorO_43003

Image Added

Activate the currently selected super fund.

AnchorO_43002O_43002 Image Removed

Image Added

Deactivate the currently selected super fund.

Note:
You cannot deactivate super funds until you have deleted their linked pay codes. See Payroll Maintenance - Pay Details tab

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AnchorO_43005

Image Added

Common fields and buttons
Fields

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Field

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Active Funds Only

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Select to only display active super funds in the grid area.
Note: This field will only appear when there are inactive super funds.

Grid area fields

Note: Inactive  Inactive super funds are italicised.

Field

Description

Fund Code

Unique code for the super fund.

Fund Description

Description of the super fund.

SMSF

Whether the super fund is a self-managed super fund.

Note: You can only modify this field using the luPayrollSuperannuationFund lookup table. See luPayrollSuperannuationFund lookup table in the Finance manual.

Member Number

Member number.

Joined Date

Date the staff member joined the super fund.

Fields

Field

Description

Active Funds Only

Select to only display active super funds in the grid area.

Note: This field will only appear when there are inactive super funds.

KiwiSaver Status (NZ)

KiwiSaver status of the payroll employee. You can select:

  • Not Selected
  • Active KS member to indicate that the payroll employee is an active KiwiSaver member
  • Contributions holiday to indicate that the payroll employee is opting to stop making contributions for a period lasting between 3 months and 5 years

Note: Payroll employees must be KiwiSaver members for 12 months before becoming eligible for contributions holidays.

  • Not eligible for KS to indicate that the payroll employee is not eligible for KiwiSaver contributions

Note: Payroll employees must be New Zealand citizens or permanent residents under the age of 65 to join KiwiSaver.

  • Non-member to indicate that the payroll employee is not a KiwiSaver member
  • Opted out to indicate that the payroll employee has opted out of KiwiSaver.

Note: For information about when payroll employees can opt out of KiwiSaver, see Opting out of KiwiSaver.

Buttons

Button

Description

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Image Added

Add a new super fund record.

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Image Added

Delete the selected super fund record.

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Image Added Image Added

Move the selected super fund up and down in the list.