You can use the Details sub-tab to:
- activate or deactivate super funds
- maintain user super fund details
- view superannuation fund details.
Opening the Details sub-tab
To open the Details sub-tab:
- Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed.
- Search for the employee payroll record for the staff member. See Searching for payroll employees (on page ).
The Personal tab of the Payroll Maintenance window is displayed.
- Click the Super Funds tab.
The Details sub-tab on the Super Funds tab of the Payroll Maintenance window is displayed.
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. |
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. |
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 |
---|---|
|
Activate the currently selected super fund. |
|
Deactivate the currently selected super fund. |
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 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. |
Member Number |
Member number. |
Joined Date |
Date the staff member joined the super fund. |
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. |