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Update employee superannuation details

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum Available for the following user access levels: Employee, Manager, 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.

Adding a superannuation fund

Add a superannuation fund
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Select the Pay & compensation tile.
  5. Click the Superannuation tab.
  6. Click the Add Super button.
    addsuper01.jpg
  7. Select one of the below options:
    • I found my employee details.
    • I did not find any details.
  8. Click the Continue button.
  9. Complete the required fields on your screen and click the Save button.
    addsuper02.jpg

Daily activities

Edit your existing superannuation fund details
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose details need updating.
  4. Select the Pay & compensation tile.
  5. Click the Superannuation tab.

  6. Click the Edit button.

  7. Click Nominate a new APRA-regulated fund from the dropdown.
    Nominate a new APRA-regulated fund highlighted

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

  9. 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. Select the Pay & compensation tile.
  5. Click the Superannuation tab.
  6. Click the Send Email button.
    superreminder.jpg
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. Select the Pay & compensation tile.
  5. Click the Superannuation tab.
  6. Click the Edit button.
  7. Click Nominate employee default fund from the dropdown.
    nominateemployerdefault.jpg
  8. 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. Select the Pay & compensation tile.
  5. Click the Superannuation tab.
  6. Click the Edit button.
  7. Click Nominate a new APRA regulated fund from the dropdown
    nominateapra.jpg
  8. 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. Select the Pay & compensation tile.
  5. Click the Superannuation button.
  6. Click the Edit button. 
    nominatesmsf.jpg
  7. Click Nominate a new SMSF from the dropdown.
  8. Complete the required fields and click the Save button.

Explore related content

  • Manage an employee tax declaration This feature is where you can update your tax declaration details if they have changed, for example, updating that you no longer have a Higher Education Loan Program (HELP) or Student Startup Loan (SSL).
  • Edit employment details This feature allows you to update an employee's employment details, such as their assigned primary or secondary manager.

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