Change Superannuation Rules and Fund Details for a specific Payee.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Change the Superannuation Rules for a specific Payee.
Change the Employer SG Contribution Details for a specific Payee.
Change the Additional Contributions (RESC) Details for a specific Payee.
Change the Employee Contributions (before/after PAYGW) Details for a specific Payee.

Change the Superannuation Rules for a specific Payee.

Select Payees.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
Select Superannuation Rules and Fund Details.
Navigate to Superannuation Rules.
Update the fields as required based on Superannuation Rules (Payee Master File).
Select Save.

Change the Employer SG Contribution Details for a specific Payee.

🎯 Please ensure you have added the relevant Superannuation Fund for the Payee before completing the below procedure.

Select Payees from the side menu.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters
Once the Payee has been located, select Actions > Edit.
Select Superannuation Rules and Fund Details.
Navigate to Fund Details.
Navigate to Employer SG Contributions.
Change/update the Superannuation Fund, Member Number, $ or %, Minimum Contribution and Maximum Contribution as required,
👉 If you need to reassign prior Pay Runs to the new Superannuation Fund, select Assign Prior Pay Runs.
👉 If Assign Prior Pay Runs is selected, and no prior pay runs can be updated, the Unable to assign prior Employer Superannuation Guarantee Contributions Alert (Modal) is displayed. Otherwise, the Reassign Employer Superannuation Guarantee Contribution Fund Details On Prior Pay Runs Alert (Modal) is displayed. Select the required periods, then select Confirm Update.
Once completed, select Save.

Change the Additional Contributions (RESC) Details for a specific Payee.

Select Payees from the side menu.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.
Once the Payee has been located, select Actions > Edit.
Select Superannuation Rules and Fund Details.
Navigate to Fund Details.
Navigate to Additional Contributions (RESC).
👉 Select Use Employer SG Contribution Details? if Additional Contributions (RESC) will be paid to the same fund selected within Employer SG Contributions.
👉 Deselect Use Employer SG Contribution Details? to change the Superannuation Fund.
Update/change the Superannuation Fund, Member Number and/or $ or % as required.
👉 If you need to reassign prior Pay Runs to the new Superannuation Fund, select Assign Prior Pay Runs.
👉 If Assign Prior Pay Runs is selected, and no prior pay runs can be updated, the Unable to assign prior Additional Contributions (RESC) Alert (Modal) is displayed. Otherwise, the Reassign Additional Contributions (RESC) Details On Prior Pay Runs Alert (Modal) is displayed. Select the required periods, then select Confirm Update.
Once completed, select Save.

Change the Employee Contributions (before/after PAYGW) Details for a specific Payee.

Select Payees from the side menu.
Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters
Once the Payee has been located, select Actions > Edit.
Select Superannuation Rules and Fund Details.
Navigate to Fund Details.
Navigate to Employee Contributions (before/after PAYGW).
👉 Select Use Employer SG Contribution Details? if the Employee Contributions (before/after PAYGW).will be paid to the same fund selected within Employer SG Contributions.
👉 Deselect Use Employer SG Contribution Details? to change the Superannuation Fund.
Update/change the Superannuation Fund and/or Member Number as required.
👉 If you need to reassign prior Pay Runs to the new Superannuation Fund, select Assign Prior Pay Runs.
👉 If Assign Prior Pay Runs is selected, and no prior pay runs can be updated, the Unable to assign prior Employee Contributions Details Alert (Modal) is displayed. Otherwise, the Reassign Employee Contributions Details On Prior Pay Runs Alert (Modal) is displayed. Select the required periods, then select Confirm Update.
Once completed, select Save.