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How do I request an employee's stapled super details? via the Payroll platform

Available for the following Payroll Plan: Premium
Available for the following User Access levels: Admin

A stapled super fund is an existing superannuation account that is linked—or "stapled"—to an employee, following them as they move between jobs. The stapled super fund service allows you to request the employee’s stapled super fund details directly from the ATO.

By using the 'Request Super Stapling' feature in the employee file, you can send a request to the ATO to identify the employee’s stapled super fund. If successful, the employee’s superannuation details will automatically populate in the relevant fields within your Payroll platform.

The status of the employee’s Super Stapled details and results (when a request has been sent) can be checked in the Employee Super Stapling report. Learn how to run a Super Stapling report in this article.

Important

Before you can request an employee's stapled super, you need to enable the ATO integration for super stapling. You can learn how to do that in this article.

Requesting an employee's stapled super

Step 1: Check you are allowed to request the employee's stapled super

Ensure that the following criteria are met before requesting a stapled super:

  • No super details have been entered by the employee, and 21 days have elapsed since the employee's start date (Day 1 is the start date).
  • A TFN Declaration has been submitted electronically to the ATO through a Single touch payroll (STP) event.
  • The employee has been paid and included in a successful STP event.

If the above is not met, you will not be able to request stapled super details from the ATO.

Step 2: Request the stapled super fund details
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Employee menu.
  3. Click the List submenu.
  4. Click on the employee's name you want to request the stapled super for.
  5. Click Super Funds.
    Super funds button highlighted.jpg
  6. Click Request stapled super fund. This will send a request to the ATO.
    Request super stapling highlighted.jpg
  7. If successful, the employee’s stapled super fund details will automatically populate in their file. The ‘Request Super Stapling' button’ will be available to select until the employee's superannuation details have been populated - then it will disappear.

Important

If the request is unsuccessful, an error message will appear. Review the error message and make necessary corrections to the employee’s file.

Important

Please note repeatedly requesting stapled details for the same person, has a chance of triggering automatic access removal with the ATO. If this occurs, you will need to contact the ATO to reinstate your access.

Further information

Error messages when requesting stapled super funds

If there is a mismatch in details and the ATO cannot provide the employee's stapled fund, the error messages should guide you. However, to obtain a different result, you may also need to review the following fields in the employee's file:

  • Employee Name
  • Employing entity the employee is attached to (found in the employee’s file under Tax File Declaration).

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