You can use the Details sub-tab to:
- activate or deactivate super funds
- maintain user super fund details
- view superannuation fund details.
...
Expand | ||
---|---|---|
| ||
To open the Details sub-tab:
|
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 |
. | |
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
Button | Description | ||||||
---|---|---|---|---|---|---|---|
O_43003 | O_43003 | | Activate the currently selected super fund. | ||||
O_43002 | O_43002 | | Deactivate the currently selected super fund. O_43005 | O_43005 | |
Common fields and buttons Fields
Field | Description |
---|---|
Active Funds Only | Select to only display active super funds in the grid area. |
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:
Note: Payroll employees must be KiwiSaver members for 12 months before becoming eligible for contributions holidays.
Note: Payroll employees must be New Zealand citizens or permanent residents under the age of 65 to join KiwiSaver.
Note: For information about when payroll employees can opt out of KiwiSaver, see Opting out of KiwiSaver. |
Buttons
Button | Description |
---|---|
Add a new super fund record. | |
Delete the selected super fund record. | |
| Move the selected super fund up and down in the list. |
...