Update employee superannuation details via the HR platform

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.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

  Interactive learning

Click here for an interactive demo

Getting started

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.
    addsuper.jpg
  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.
    addsuper (1).jpg

Daily activities

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.
    sendemail (1).jpg
Update your company's preferred 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.
    updatefund.jpg
  6. Click the Use the Company's Preferred Fund button.
  7. Complete the required fields and click the Save button.
    update1.jpg
Update your own 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.
    updatefund.jpg
  6. Click the Add Your Own Regulated Fund button.
  7. Complete the required fields and click the Save button.
    update2.jpg
Update 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.
    updatefund.jpg
  6. Click the Add a Self Managed Super Fund button.
  7. Complete the required fields and click the Save button.
    update3.jpg

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