PR - Super Tab
This tab is used to maintain superannuation fund and contribution (component) details for each employee.
It allows for multiple funds and/or components to be recorded against employees.
This tab has its own separate security point. Because this program is shared with TASS.web program Payroll/HRM > Employee/HR > Employee Information > Employees, it is important to check that the HR users, who have been granted security access to this tab, are eligible to do so.
The 'Print' button allows you to produce a report of an employee's superannuation contributions for a defined period.
As an example, an employee may want details of his/her year-to-date SGC and Voluntary contributions to check if he/she is under the government concessional contribution cap.
The 'Export to Excel' option provides an Excel friendly layout for an employee's superannuation contributions data.
Adding a Component
To add a new Component for this employee, click the 'New Component' button to display a blank 'Employee Super Fund Details' screen.
When satisfied with your entry, click the 'Save' button to commit your changes to the database or 'Cancel' to return to the selection screens.
Editing Components
To 'Edit' a Component, click on the 'Edit' button in the 'Action' column to display the 'Employee Super Fund Details' screen.
When satisfied with your entry, click on the 'Save' button to commit your changes to the TASS.web database.
Before you can add funds and components against employee records you will need to have set the funds and components up using TASS.web program Payroll/HRM > Payroll > Setup Information > Payroll Setup.
The screen is divided into 2 sections.
1. Employee Super Fund Details
Fields that require further explanation | |
|---|---|
Fund Code/Desc | Use the dropdown list to choose the superannuation fund for this employee. Super Funds are setup and maintained using TASS.web program Payroll/HRM > Payroll > Setup Information > Superannuation Funds. |
Member Number | This is a 20 character field to record the employee's membership number. |
Annual Package Amount | This is an optional field that can be used to make the superannuation calculation override the normal calculation (which uses the employee's “superannuation gross” from the current pay run) and base the calculation on this employee's annual salary package amount. e.g. An employee has a small cash component to their package which is paid through the payroll and has negotiated superannuation to be calculated as a percentage of his/her total package value. If no amount is entered in this field the super will be calculated based on the paycodes that have the 'Included on Superannuation Gross' box checked in TASS.web program Payroll/HRM > Payroll > Setup Information > Payroll Setup on the 'Paycodes' tab. |
Date Joined | This is the date that the employee joined this fund. |
Date Left | This is the date that the employee left this fund. It is an optional field. |
Choice Form Date | This is the date that you supplied the employee with 'Choosing a Super Fund – Standard Choice Form NAT 13080'. It is an optional field. |
Status | This is the employee's status with the Super Fund, e.g. New, Existing etc. |
Comment | This is a 250 character field to record additional information about this super fund for this employee. |
Has the employee elected NOT to supply their TFN to this Super Fund | Where a TFN is recorded on the employee's record, this flag will be un-ticked by default. Where a TFN is not recorded on the employee's record, this flag will be ticked by default. Where this flag is ticked, the employee's TFN will not be included in the Super Contributions file generated by TASS.web program Payroll/HRM > Payroll > Listings & Reports > Super Remittance File/Report. |
2. Component Details
Fields that require further explanation | |
|---|---|
Component No. | Use the dropdown list to choose from the components that are available for this fund, e.g. SG Contribution (compulsory). Super Fund Components are setup and maintained using TASS.web program Payroll/HRM > Payroll > Setup Information > Superannuation Funds. |
Accrual Code | This field is not editable. The accrual code that has been setup against this Super Fund Component will be displayed here. |
Default Contribution Amount | This field is not editable. The default amount or percentage that is setup against this Super Fund Component will be displayed here. If this needs to be varied for this employee use 'Override Contribution Amount' field below. |
Override Contribution Amount | If this field is left blank, the value in the 'Default Contribution Amount' field above will be used. Any value entered here will override the default and be the value used to calculate the super for this employee. |
Active | The default for this box is checked. Uncheck this box if this fund is no longer used by this employee. |