HR employee file: Superannuation details

Overview

Sometimes an employee's superannuation details need updating when their circumstances change. These changes can include needing to update their chosen super fund member number, changing from a company preferred fund to a regulated fund, or simply just updating their account name.

The Superannuation Details feature is where you update these details if they change, with the HR platform reflecting theses changes throughout the entire platform. This means there is only one place you need to update superannuation details if they change, ensuring your employee record on the HR platform is always up to date.

Warning

Updating an employee's superannuation information requires you to have two-factor authentication enabled. This is because of the updated ATO Digital Service Provider (DSP) Operational Framework. Its focus is to strengthen digital security and decrease the risk of security violations. To read further information on the updated DSP framework, refer to the following page, for details on how to enable Two-Factor Authentication, refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan: Standard   Premium

Maintain

Using the company preferred fund
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the Edit button.
    Super_1.jpg
  6. Click the Use the Company Preferred Fund button.
  7. Type in your member number, if you are already a member of the superfund.
  8. Check the I consent to Sharing with X Fund tick box.
  9. Click the Save button.
    Super_2.jpg
Adding your own regulated fund
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the Edit button.
    Super_1.jpg
  6. Click the Add Your Own Regulated Fund button.
  7. Type the first three letters of your superfund into the Search for Fund Name/ABN/SPIN/USI field.
  8. Click on the fund name that matches the fund you are using.
  9. Complete the following fields:
    • Address line 1.
    • Address line 2.
    • Fund contact number.
    • Member number.
    • Account name.
  10. Click the Add Documents button.
  11. Upload supporting documentation to prove you are a member of the selected fund.
  12. Check the I declare that the information I have given is True and Correct tick box.
  13. Click the Save button.
    Super_3.jpg
Adding a self managed super fund
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details button.
  5. Click the Edit button.
    Super_1.jpg
  6. Click the Add a Self Managed Super Fund button.
  7. Complete the following fields:
    • Fund name.
    • Fund ABN.
    • Electronic Service Address (ESA).
    • Member number.
    • Fund contact email.
    • Account name.
    • Account BSB.
    • Account number.
  8. Upload supporting documentation to prove you are a member of the selected fund.
  9. Check the I declare that the information I have given is True and Correct tick box.
  10. Click the Save button.
    Super_4.jpg
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