Change a super fund for future payments

Change an employee's super fund and update their pay template for future pay runs.

  1. In the Payroll menu, select Employees.
  2. Click the employee's name to open their details.
  3. Click the Employment tab.

    Don't delete the employee’s existing membership.

  4. Under Superannuation Memberships, click Add a super membership.
  5. Select the employee's super from the Fund list.
  6. If it's not already set up, add a new regulated super fund or add a new self-managed super fund.
  7. Enter the Employee Number.

    Add the Employee Number.

  8. Click OK, then Save.
  9. Click the Pay Template tab.
  10. Under Superannuation Fund, click the name of the existing super fund.
  11. Select the new super fund and enter the details.
  12. Click OK, then Save.

Future pay runs will now make super payments to the employee’s new fund.

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