Can't create new employee - unable to determine default super fund for salary sacrifice

Catherine Sinnott
Catherine Sinnott Member Posts: 36
edited February 13 in Reckon One

Hi

I am trying to create a new employee in Reckon Payroll

I keep getting this error message after the 1st screen of entering employee details & before entering the Leave items - this is WAY before we are able to enter any Super info!!

It won't let me save the employee details at all. Please help urgently!!

Best Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,190 Community Manager Community Manager
    edited February 13 Answer ✓

    Hi @Catherine Sinnott

    That error message is appearing because the default super fund is trying to find a missing item, in this case the salary sacrifice item.

    Go into Settings ➡️ Pay Items and create the salary sacrifice item.

    That doesn't mean you have to use it or pay salary sacrifice, however it just has to exist in your pay item list as its one of the default items.

    Once you've done this you should be able to create the new employee without issue.


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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,190 Community Manager Community Manager
    Answer ✓

    Sorry to hear you feel that way @Catherine Sinnott, that's obviously not the experience we're looking to deliver. I truly do feel that Reckon Payroll is a far superior offering for payroll than the former functionality in Reckon One and hopefully that starts to come through with time as you become familiar and more accustomed to the new platform.


    With that said, aside from the above, is there anything specific that you're not loving in Reckon Payroll and you think could do with some improvement? Would be happy to convey any feedback you have to the product team.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,190 Community Manager Community Manager
    edited February 13 Answer ✓

    Thanks for the feedback @Catherine Sinnott

    In regard to leave, you can make changes to leave items on the fly within a pay run such as altering the amount of leave that is accumulated in that specific pay run or even stopping leave from accruing altogether on the pay run.

    You can also view the current leave balance totals for the employee from within the pay run.

    Check out more info on this in our release notes HERE.


    Just separately, I'd also strongly recommend that you hit the Follow button on the Reckon Payroll - Announcements page so that you get notified each time a new update or important announcement is published for Reckon Payroll by us so you're across the latest news 🙂


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

Answers

  • Alexander McKeown
    Alexander McKeown Reckon Staff Posts: 147 Reckon Staff

    Dear @Catherine Sinnott ,

    This is due to the Salary Sacrifice item may nit have a valid expense account.

    Can you go into Settings -> Pay Items -> Superannuation Items -> Salary Sacrifice, and check the expense account listed?

    Kind regards,

    Alexander McKeown

    Reckon Senior Technical Support

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi @Alexander McKeown , thank you for replying.

    I was just about to edit my question to say that we do not use Salary Sacrifice, it does not appear as a Superannuation Item, we only have Super Guarantee.

    I have tried creating a new employee using 2 different books and both failed with the same error message. Neither book has ever used Salary Sacrifice.


  • Reeta
    Reeta Reckon Staff Posts: 33 Reckon Staff

    Hi @Catherine Sinnott ,

    I would also suggest you to check for default super in Superannuation funds. If default super is missing , add in the default system super fund .

    To add Default super follow the steps below:

    Go to Settings ➡ Superannuation Fund:

    Click the Create Superannuation Fund button ➡ APRA regulated ➡ Enter 'Default' in the Fund Name field then select the Default Super Fund option that appears in the list ➡ Create











    Once you've added the default super go back to the employee that you're trying to edit and click on Step 4 - Other Details and scroll to the superannuation section.

    This should resolve the issue. If error persist please let us know.

    Kind regards,

    Reeta

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36
    edited February 13

    Hi @Reeta thank you for your reply.

    The trouble is that the employee cannot be saved at all, so I can't get to Step 4. It won't save any of the employee details.


    (I have created the default super fund, but can't get to that page as the employee details won't save).

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi @Rav

    Until 5 minutes ago the Default Super fund did not exist!!!!!!!

    I have added the Salary Sacrifice as a payroll item and it worked, so thank you.

    This pay run has now taken MUCH longer than it needed to in an extremely busy day.

    I have to say that I REALLY hate Reckon's transition to STP2, it has caused nothing but problems. Other clients of mine use Myob and Xero and they were transitioned to STP2 much earlier and with no issues. I am SO frustrated right now!!!

    thank you for fixing this unnecessary issue though, I do appreciate the help.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    It is really just the issues that the transition to STP2 has created:

    • a new employee's super looking for a salary sacrifice item that does not exist
    • not being able to adjust leave items from within a pay run
    • not being able to specify that Unscheduled Pay runs don't accrue leave (this may have also been an issue in STP1 but it was manageable due to being able to manually adjust the leave from within that run
    • there are also Reckon issues not relating to payroll, like not being able to modify reports etc but I accept that these things are price related.

    The good thing is that responses to help requests usually come quickly, so I really do appreciate that. Working for different clients each day means that each day needs to be efficient so these issues do have a big impact but I do appreciate the help.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 36

    Hi Rav

    I am so pleased that the STP2 issue with not being able to adjust leave accruals from within pay runs has finally been fixed. Now I just need to find the time to go back and correct the bonus runs that were forced to have leave allocated to them lol.

    Thank you for letting me know and I have hit the follow button for further payroll announcements. I had raised the issue with the development team so thought I might have been advised when it was fixed, but at least I know now. Hopefully things will flow smoothly from now on - thank you again for your fast responses and great knowledge. 😊

    Cheers Cath