How to update employee superannuation details via the HR platform

Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee    , Admin    

The Superannuation Details feature allows you to update an employee's superannuation details if they 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. There is only one place you need to update your superannuation details if they change, making sure your employee record on the HR platform is always up to date.

Warning

Updating an employee's super information requires you to have two-factor authentication enabled. You will also need to input your 2FA code before having access to the information if 24 hours have passed since your last input, your 2FA code.

The reason for this is because of the updated Australia Tax Office (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.

Important

If an employee selects the Company Nominated Super Fund option when onboarding, your organisation's payroll admin must manually create the employees super account.

  Interactive learning

Click here for an interactive demo

Adding a super fund

Add a super fund
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the Add Super button.
    screenshot of the superannuation details page, highlighting the add super button
  6. Select one of the below options:
    • I found my employee details.
    • I did not find any details.
  7. Click the Continue button.
  8. Complete the required fields on your screen and click the Save button.
    screenshot of the superannuation page, highlighting the save button

Daily activities

Edit your existing superfund details
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the edit button 
    Screenshot of an employee's superannuation with the edit and Update existing fund highlighted

  6. Click Update existing fund details from the dropdown

  7. Complete the choice form process, editing any information as required

  8. Click Submit

Remind a user to complete their super details
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the Send Email button.
    screenshot of the superannuation details page, highlighting the send email button
Update your company's preferred fund

Important

You can only nominate a default fund if one has been provided in Employment Hero. Ask your employer to Update their company nominated superannuation fund details if this option is not visible.
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the Edit button.
  6. Click Nominate employee default fund from the dropdown.
    Screenshot of an employee's superannuation with the edit and nominate a new employer fund
  7. Complete the required fields and click the Save button.

Nominate a regulated fund
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details tab.
  5. Click the Edit button.
  6. Click Nominate a new APRA regulated fund from the dropdown
    Screenshot of an employee's superannuation with the edit and nominate a new fund highlighted
  7. Complete the required fields and click the Save button.

Nominate a self managed super fund
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Click the Superannuation Details button.
  5. Click the Edit button. 
    Screenshot of an employee's superannuation with the edit and nominate a new SMSF highlighted
  6. Click Nominate a new SMSF from the dropdown
  7. Complete the required fields and click the Save button.

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