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 you start

Make sure you add either a regulated super fund or self-managed super fund.

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

  1. In the Payroll menu, select Employees.
  2. Click the employee's name to open their details.
  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. Xero allocates any accruals to Fund Details Pending. They move to the new fund when you update 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, you can add a fund details pending superannuation line to the employee's template. When the employee provides their fund details, you can then enter the details in Xero.

  1. In the Payroll menu, select Employees.
  2. Click the employee to open their details.
  3. Click the Pay Template tab.
  4. Click Add Superannuation Line, then select Fund Details Pending-SGC. This will allocate pending accruals when you process pay runs.
  5. Click Save.
  6. When the employee provides their fund details, add it as a regulated super fund or a self-managed super fund:
    • In the Payroll menu, select Employees.
    • Click the employee's name to open their details, then click their Employment tab.
    • Click Add a super membership.
    • Select the employee's superannuation fund from the Fund list.
    • Enter the employee's membership number.
    • Click OK.
    • Click Save.

This automatically updates the employee’s pay template and allocates pending accruals to the super fund details entered.