Payroll Maintenance - Super Funds tab - Detail sub-tab

Modified on Sun, 19 Apr at 11:58 PM

You can use the Details sub-tab to:

activate or deactivate super funds
maintain user super fund details
view superannuation fund details.

Opening the Details sub-tab

To open the Details sub-tab:

Select Payroll > Payroll Employee Maintenance from the main menu.
The Set Payroll Search Criteria window is displayed.
Search for the employee payroll record for the staff member. See Searching for payroll employees.
The Personal tab of the Payroll Maintenance window is displayed.
Click the Super Funds tab.
The Details sub-tab on the Super Funds tab of the Payroll Maintenance window is displayed.

Payroll Maintenance - Super Funds tab - Details sub-tab key fields and buttons
Fields

Field	Description
Fund	Description of the super fund.
Active Fund	Whether the super fund is currently active. Note: You can only modify this field using the Set Active and Set Inactive buttons.
Member No.	Superannuation member number of the staff member.
Member Joined Date	Date the staff member joined the super fund.
Comment	Comments about the super fund.

Fund Details fields
Note: You can only modify these fields using the luPayrollSuperannuationFund lookup table. See luPayrollSuperannuationFund lookup table in the Finance manual.

Field	Description
Description	Description of the super fund.
Nickname	Nickname of the selected super fund. For example, ASSUP for Australian Super.
Employer Number	Employer number of your organisation. Note: This number is used for superannuation exports. See Exporting superannuation details.
SPIN	Superannuation Product Identification Number of the selected super fund.
USI	Unique Superannuation Identifier of the selected super fund.
ABN	Australian Business Number of the selected super fund.
Bank BSB	BSB of the selected super fund.
Bank Account	Bank account number of the selected super fund.
BPAY Biller Code	BPAY biller code of the selected super fund.
BPAY CRN	BPAY customer relations number of the selected super fund.
ESA	Electronic Service Address of the selected super fund. For example, AUSPOSTSMSF.
Notification Email	Email address to receive super fund payment notification emails.

Buttons

Button	Description
	Activate the currently selected super fund.
	Deactivate the currently selected super fund. Note: You cannot deactivate super funds until you have deleted their linked pay codes. See Payroll Maintenance - Pay Details tab.

Common fields and buttons

Grid area fields

Note: Inactive super funds are italicised.

Field	Description
Fund Code	Unique code for the super fund.
Fund Description	Description of the super fund.
SMSF	Whether the super fund is a self-managed super fund. Note: You can only modify this field using the luPayrollSuperannuationFund lookup table. See luPayrollSuperannuationFund lookup table in the Finance manual.
Member Number	Member number.
Joined Date	Date the staff member joined the super fund.

Fields

Field	Description
Active Funds Only	Select to only display active super funds in the grid area. Note: This field will only appear when there are inactive super funds.
KiwiSaver Status (NZ)	KiwiSaver status of the payroll employee. You can select: Not Selected Active KS member to indicate that the payroll employee is an active KiwiSaver member Contributions holiday to indicate that the payroll employee is opting to stop making contributions for a period lasting between 3 months and 5 years Note: Payroll employees must be KiwiSaver members for 12 months before becoming eligible for contributions holidays. Not eligible for KS to indicate that the payroll employee is not eligible for KiwiSaver contributions Note: Payroll employees must be New Zealand citizens or permanent residents under the age of 65 to join KiwiSaver. Non-member to indicate that the payroll employee is not a KiwiSaver member Opted out to indicate that the payroll employee has opted out of KiwiSaver. Note: For information about when payroll employees can opt out of KiwiSaver, see Opting out of KiwiSaver.

Field

Description

Active Funds Only

Select to only display active super funds in the grid area.

Note: This field will only appear when there are inactive super funds.

KiwiSaver Status (NZ)

KiwiSaver status of the payroll employee. You can select:

Not Selected
Active KS member to indicate that the payroll employee is an active KiwiSaver member
Contributions holiday to indicate that the payroll employee is opting to stop making contributions for a period lasting between 3 months and 5 years

Note: Payroll employees must be KiwiSaver members for 12 months before becoming eligible for contributions holidays.

Not eligible for KS to indicate that the payroll employee is not eligible for KiwiSaver contributions

Note: Payroll employees must be New Zealand citizens or permanent residents under the age of 65 to join KiwiSaver.

Non-member to indicate that the payroll employee is not a KiwiSaver member
Opted out to indicate that the payroll employee has opted out of KiwiSaver.

Note: For information about when payroll employees can opt out of KiwiSaver, see Opting out of KiwiSaver.

Buttons

Button	Description
	Add a new super fund record.
	Delete the selected super fund record.
	Move the selected super fund up and down in the list.

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