Maintain employees superannuation
Before you can add a super fund to an employee you will need to set up the fund. See Manage superannuation funds on how to setup a fund
Add super details
To add super details to an employee:
- Select the Employees menu
- Chose an employee
- Select the Superannuation tab
- Click Add super details
- Select the Superannuation fund and the Fund product (if required), enter the Member number (if known), select the Join date, and which Superannuation items are applicable for the fund.
- Once all the details are completed select Done
Additional funds
Employees can have more than one fund configured if they want different Superannuation items to be paid into different funds.
To add additional funds:
- Select the Employees menu
- Chose an employee
- Select the Superannuation tab
- Select Edit
- Select Add super details
- Select the Superannuation fund and Fund product (if required), enter the Member number (if known), select the Join date, and which Superannuation items which are applicable for the fund.
- Once all the details are completed select Done
Delete fund
You will not be able to allocate an employees superannuation to a fund once it has been deleted.
To remove a fund from an employee:
- Select the Employees menu
- Chose an employee
- Select the Superannuation tab
- Select Edit
- Select the Superannuation fund
- Select Delete super membership
- Select Delete in the confirmation box.
Need more help?
Ask the Reckon Community at: https://community.reckon.com/categories/payrollapp
Or Log a Support Ticket: https://www.reckon.com/au/support/
