EMPLOYEE THAT DOES NOT HAVE A SUPER FUND

JANE_9714211
JANE_9714211 Member Posts: 115 Reckoner Reckoner
in Reckon Payroll

Hi Rav,

We have an employee who has started working with us but he doesn't have super fund as yet.

We need to pay him and I was wondering how do we get around this until he provides us with these details? Would I set up a default fund for now and then change it later?

Would I have to update the pay run where the default super fund is used?

Thanks

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Hi @JANE_9714211

    Yes that's correct, just leave it as the Default Super Fund in their profile which is the generic system super fund.

    Once the employee has their super fund sorted then you can update it in their profile.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • JANE_9714211
    JANE_9714211 Member Posts: 115 Reckoner Reckoner
    https://community.reckon.com/discussion/comment/20642980#Comment_20642980

    Hi Rav,

    Thanks for the quick reply. Do I need to update the pay run once the details have been provided or just update his employee record?

    Thanks

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager
    edited January 9

    Just update their profile to the new super fund details 🙂

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • JANE_9714211
    JANE_9714211 Member Posts: 115 Reckoner Reckoner
    https://community.reckon.com/discussion/comment/20642983#Comment_20642983

    Thanks, Rav, for confirming. 👍️

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Hi again @JANE_9714211

    I'm really sorry, I'm going to have to change my previous advice above 😟.

    My awesome colleague @Tanvi_kataria has rightly mentioned to me that updating the profile with the new super fund details will be fine and will show super balances attributed to that specific super fund for any NEW pay runs that you create after the profile is updated.

    However any balances attributed to the Default Super Fund will still show as such on the payslip & super reports. In order to allocate any of those balances to the employee's super fund once they've set it up AND you've updated it in their profile, those existing pay runs will need to be reverted back to draft, then refresh the earnings item ie. remove it and then re-add it.

    This will force the super to recalculate and allocate to the super fund in the employee's profile.


    My apologies for the confusion around this.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

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