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Kass_B - Product Champion
Content Creator

How do I change my employee's super fund for previous contributions?

My employee changed his super fund but didn't tell me until recently. How do I update this in payroll so all his super payments go to the new fund?

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Best answer September 03, 2020

Best Answers
Kass_B - Product Champion
Content Creator

How do I change my employee's super fund for previous contributions?

When an employee updates their super fund details, you will need to confirm with the employee whether the updated super fund should apply to previous un-processed super contributions. If so, you can do so from their Super Funds page:

 

  1. Select the employee's name, then Super Funds.
  2. Add, edit or remove funds as needed.
  3. Once the funds have been updated, select the Update Contribution option.

You will be asked to confirm yes or no when updating the un-processed contributions. Clicking Yes will update the super fund details for all non-processed amounts including any new batches. Clicking No will not update the super funds for non-processed amounts; it will only update funds in a new batch. 

 

You also have the option to apply the updated super fund from within the batch as well. To do so:

 

  1. Select Employees, then Reports and Super Payments.
  2. Select New Super Payment Batch and enter in your date range etc. Find the employee and select the Click to view option. Then, select Choose Fund for Automatic Payments.
  3. You'll be prompted to choose a super fund. Click on the fund name to update or apply any contributions on the batch. Again, you will need to confirm yes or no when updating the un-processed contributions. 

-Kass

 

 

View solution in original post

1 Comment 1
Kass_B - Product Champion
Content Creator

How do I change my employee's super fund for previous contributions?

When an employee updates their super fund details, you will need to confirm with the employee whether the updated super fund should apply to previous un-processed super contributions. If so, you can do so from their Super Funds page:

 

  1. Select the employee's name, then Super Funds.
  2. Add, edit or remove funds as needed.
  3. Once the funds have been updated, select the Update Contribution option.

You will be asked to confirm yes or no when updating the un-processed contributions. Clicking Yes will update the super fund details for all non-processed amounts including any new batches. Clicking No will not update the super funds for non-processed amounts; it will only update funds in a new batch. 

 

You also have the option to apply the updated super fund from within the batch as well. To do so:

 

  1. Select Employees, then Reports and Super Payments.
  2. Select New Super Payment Batch and enter in your date range etc. Find the employee and select the Click to view option. Then, select Choose Fund for Automatic Payments.
  3. You'll be prompted to choose a super fund. Click on the fund name to update or apply any contributions on the batch. Again, you will need to confirm yes or no when updating the un-processed contributions. 

-Kass

 

 

View solution in original post