Summary

When you click the Update Details button, PayGlobal verifies the information on the Details tab and Selected Funds tab. If they are correct, then you can run the tool in update mode.

Important: The Superannuation Update Tool will update employee super funds for dates in unopened or open pay sequences only.

Procedure

1. Click the Update Details button.

   PayGlobal verifies the details on the form.

   • If some details are incorrect, then a Warning message appears, such as:

     "Application Date must be entered."

     When you click OK, PayGlobal returns you to the Superannuation Update Tool form. You must enter correct details before you can continue.

   • If all details are correct, then the following Confirm message appears.

     "Are you sure you wish to update the selected details?"

     Click Yes to continue or No to return to the Superannuation Update Tool form.

2. If you decide to continue, then PayGlobal runs the Superannuation Update Tool in update mode.

   An audit log Confirm message appears.

3. Click Yes to view the audit log.

   After updating, an audit log appears with a list of the Employee Super Funds records that were updated.

4. Press Esc to return to the Superannuation Update Tool form.

Update Process

When you decide to update the selected details, the Superannuation Update Tool does the following for each Employee Super Funds record that requires updating:

• Enters an End date on the current Employee Super Funds record that is one day before the Start Date of the first non-closed pay period that has a payment date on or after the Application Date.
• Creates a new Employee Super Funds record modelled on the current record:
  • Start date is the Start Date of the first non-closed pay period that has a payment date on or after the Application Date.
  • End date is the same as the original record (such as [Blank])
  • Employer (%) is the new value determined by the tool to meet the minimum contribution requirements.
  • Employer RESC (%) is the new value determined by your superannuation policy. May be zero if none is payable.
  • All other fields in the Employee Super Fund will be modelled across from the current record with the exception of any documents attached in the Documents tab.
• For each employee superfund that it updates, the tool creates an Employee Notes record entry on the employee's Payroll Notes tab to indicate that a new Employee Super Funds record was created.

See also

Superannuation Update Tool

Superannuation Update Tool - Details tab (Australia)

Superannuation Update Tool - Selected Funds tab (Australia)

Superannuation Update Tool - Run Report Only