Employee Super Funds

Employee Super Funds - Details

Overview

Employee Super Funds records link employee's to their superannuation funds. Employees can have multiple active Employee Super Fund records. For example, an employee can contribute to their superannuation fund and to their partner's superannuation fund.

Fields

Superannuation Fund Code:

After you save an Employee Super Funds record, you cannot edit the Superannuation Fund Code if any historical transactions exist for the allowances and deductions defined in that Superannuation Fund record. If you cannot change the Superannuation Fund Code, then a Warning message appears.

Important: In New Zealand databases, employees can have only one Employee Super Funds record for a KiwiSaver superannuation fund (KiwiSaver Status = "KiwiSaver scheme") for a given date range. Employee Super Funds records for KiwiSaver superannuation funds cannot have overlapping date ranges.

Start date:

Date that the fund is initiated for this employee.

KiwiSaver funds

Always use the KiwiSaver contribution rate that applies on the date the employee is paid.

This applies even if the pay period:

spans dates before and after 1 April 2026, or
ends on or before 31 March 2026, but payment is made after that date.

The start or end date of the pay period does not matter. The pay date is what determines the correct rate.

Process Pay looks for the active EmplSuperFund record as at the Pay Period End Date, to use for sorting out what to rates to pay for KSE and KSR. So, when you create new EmplSuperFund records, e.g. take the rate from 3% to 3.5%, whether this be manually or using the KS Update Tool, you'll want the "Effective/Start date" to align to the start of the PTD where the Payment Date "1st April 2026" falls.

End date:

You would enter an End date when this superannuation fund is no longer applicable for this employee. Although you can use only the Active field to indicate whether the fund is current, using the End date triggers other validation in PayGlobal, which will help process the transactions.

When you process a pay:

If the Employee Super Fund | Start date is after the pay period start date and before or equal to the pay period end date, then PayGlobal generates transactions for the Employee Super Fund:
- Transaction start date is the Employee Super Fund | Start date.

- Transaction end date is the earlier of the pay period end date and the Employee Super Fund | End date.
If the Employee Super Fund | End date is after or equal to the pay period start date and before the pay period end date, then PayGlobal does not generate transactions for the Employee Super Fund.

Active:

Yes/No field that indicates whether this Employee Super Funds record is active. Incorrect use of this field can cause unexpected disruption.

Yes - means that if process pay can use this record if applicable to create superannuation contributions. The system will still consider the start/end dates in relation to pay period start end dates to determine if the was "current" for that period.
No - means don't use the pay being processed.

Where KiwiSaver setups are concerned, the Active flag doesn't have a valid use-case. If a KiwiSaver record is flagged as inactive it should also be coupled with an End date. The only "allowable' scenario to stop someone making contributions where they are on an IRD approved Saving Suspension period. Even in that situation, the superfund record is technically still active because its the KiwiSaver State record that should be controlling whether contributions are created or not.

Employee subject to industrial instrument: (AU only)

Yes/No field that indicates whether this employee subject to industrial instrument.

'Yes' will use Super Salary and Wages for Super Guarantee.
'No' will use Qualifying Earnings/Ordinary Time Earnings for Super Guarantee

Australian Threshold Checks

When you process a pay in an Australian database, PayGlobal bases minimum/maximum threshold checks on the Superannuation PTD associated with that pay. As a result, you must not change an employee's superannuation fund or their contribution and influence details part-way through a Superannuation PTD. If an employee's superannuation details change, then you need to :

Create a new Employee Super Fund record that starts in the first Period PTD associated with the next Superannuation PTD.
End date the old Employee Super Fund record.

Current Employee Super Funds

An employee's 'current' Employee Super Funds are records in the current pay period that meet the following conditions:

Active = Yes.
Start date = (Blank) or Less than or equal to pay period end date.
End date = (Blank) or Greater than or equal to pay period end date.

Copy across SuperFund defaults?

After you select a Superannuation Fund Code and you tab to the next field, a Confirm message appears:

"Copy across SuperFund defaults?"

If you click "Yes", then PayGlobal copies the Employer (%) and Employee (%) values from the Superannuation Fund to the Employee Super Fund.
If you click "No", then PayGlobal leaves the Employee Super Fund | Employer (%) and Employee (%) fields blank.

You can then add or edit the Employee Super Fund | Employer (%) and Employee (%) values for that employee. You could have many employees attached to the same Superannuation Fund, but have different employer and employee contribution percentages for each of them.

Note: If you attach a Superannuation Fund record to an employee and subsequently change the values in that fund, then your changes will not affect the values in the Employee Super Fund record.