When an employee updates their super fund details, the payroll administrator will need to confirm with the employee whether the updated super fund should apply to previous un-processed super contributions. If the answer is yes, this can be done from the Employee file > Super funds page.
N.B: If a super fund ABN changes but the USI (Product Code) stays the same you need to add the fund again on the employee's super fund page by searching using the new ABN then selecting the correct USI before saving. Once the correct details are saved you then need to delete the original fund with the incorrect ABN.
In the below example the employee was previously contributing 100% of their super contributions to one fund. The employee's super fund details were then updated to be split between two funds at 50% each.
Once the funds have been updated, click on the ‘Update Contribution’ button:
You will need to confirm yes/no to updating the un processed contributions.
- Yes - this will update the super fund for all non-processed contributions, including any new batches.
- No - this will NOT update the super fund for all non-processed contributions, it will only update the fund in the new batch.
There is also the option to apply the updated super fund to non-processed contributions within the batch as well. To do this, generate a new batch, find the employee from the list and select the ‘Click to view’ option > this will expand the super fund details > select ‘Choose Fund for Automatic Payments’
You will then be prompted to Choose a super fund. Click on the fund name to update/apply contributions in the batch. If the employee has multiple funds they will all appear in this list.
N.B. if the user wishes to cancel, then click on the ‘x’ icon on the top right or ‘Close’ button on the bottom right.
As discussed earlier, you will need to confirm yes/no to updating the un processed contributions.
- Yes - this will update the super fund for all non-processed contributions, including any new batches.
- No - this will NOT update the super fund for all non-processed contributions, it will only update the fund in the new batch.
If you have any questions or feedback please let us know via support@yourpayroll.com.au.