On Behalf

You can add or edit a super fund on an employee's behalf.

Note: You can only modify superannuation funds that have commenced. If the employee is waiting for a fund to be approved, then you cannot add or edit a fund until the current request is actioned.

To add a super fund for an employee:

1. In the navigation menu, click Employee Superannuation | On Behalf.
2. Select the employee that you are submitting the super fund for.
3. Follow the standard process for adding a super fund (see Employee - Add Superannuation Fund).

   

4. Click Submit.
5. Approve the super fund.

When you submit a new Superannuation Fund request:

• the link beside the Employee Current Super Funds heading is hidden.
• the edit icon beside current Superannuation Funds is hidden.
• a message appears: This employee has a request awaiting action by a Superannuation Administrator. You cannot add or edit a fund until you action the current request.

When you edit an employee's existing super fund and the request is approved:

• a new employee super record is created with the updated information
• the original record is end-dated (date is the day before the start date of the new employee super fund).

Topic: 37844