Enter super membership for employees

After you’ve added super funds to your payroll settings, add fund information to new employees or existing employees who aren’t already making super payments.

Before starting

Add a membership to an employee who has chosen their super fund

  1. Go to Payroll, then click Employees.
  2. Select the employee you want to update.
  3. From the Employment tab, click Add a super membership.
  4. Select the employee's super fund from the Fund list.
  5. Enter the employee's membership number.

    If you don't know the employee's fund yet, leave the employee's membership details blank. This way, any accruals allocate to Fund Details Pending, and then move to the new fund when you add the super details later.

  6. Click OK.
  7. Click Save.

Add a membership to an employee who hasn’t provided their super fund details

If an employee hasn’t provided their super fund details, but you want to set up your payroll to process contributions:

  1. Go to Payroll, then click Employees.

  2. Select the employee you want to update and click on their Pay Template tab.

  3. Click Add Superannuation Line, then select Fund Details Pending-SGC.

  4. Click Save. This will allocate pending accruals for that employee when you process pay runs.

When the employee provides their fund details:

Make sure you have added their fund as a regulated super fund or a self-managed super fund.
  1. Go to Payroll, then click Employees.

  2. Select the employee you want to update and click on their Employment tab.

  3. Click Add a super membership.

  4. Select the employee's superannuation fund from the Fund list.

  5. Enter the employee's membership number.

  6. Click OK.

  7. Click Save.

    This will automatically update the employee’s pay template and will allocate pending accruals to the super fund details entered.