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
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.
- Log into your Employment Hero Payroll platform.
- Click the Employee menu.
- Click the List submenu.
- Click on the employee's name you want to request the stapled super for.
- Click Super Funds.
- Click Request stapled super fund. This will send a request to the ATO.
- 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
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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- How do I manage the Timesheet Settings feature in Payroll? This feature allows you to set up and configure your timesheet settings, such as by requiring employees to enter a work type when they submit a timesheet.