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Adding a Superannuation Fund |
  
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Adding a Superannuation Fund |
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To add a Superannuation Fund, from the main screen, click on the 'Super Mgr' picture button and then click on the 'Add' button or click on the word 'Super Manager' (above picture button) and select 'Add Fund' from the pull-down menu.
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As with most information in e-PayDay®, the super fund's details are organised into tab's, each of which is outlined below
FUND DETAILS TAB (1)
Database ID - this is the number of the Superannuation Fund that is allocated automatically by the system. It is used for easy identification.
Fund Name and Plan Name - the name of the Superannuation Fund.
Fund Registration Number - the number allocated to you by the Superannuation Fund.
Contact Name - the name of the person to contact if you have any queries with regards to the Superannuation Fund.
Fund Address - the address of the Superannuation Fund.
Phone No. - the Superannuation Fund's contact telephone number.
Fax No. - the fax number of the Superannuation Fund for any correspondence.
PAYMENT DETAILS TAB (2)
Fund Paid - Click on the down arrow for a list of options. This fields dictates how often you foward the SGL monies to the fund.
Period Start Date - This is generally the start of the month you are currently doing pays for in e-PayDay®
Eg. 1 Fund added on 23/06/99 - start date should be 01/06/99). If there is no date entered in this field, it will default to the first day of the month and year of the computer system date (which should be 01/06/99, providing your computer system date is setup correctly) therefore you will get a report showing super for all payruns within the month of June.
Eg. 2 e-PayDay® was bought not too soon into the financial year. If you wish to start the pays off in e-PayDay® in July then the period start date for each fund should the first of July.
If you entered 23/06/99 as the start date – you will get a report showing super for all payruns between 23/06/99 to 22/07/99.
WARNING!! The program will not accept the 31st of any month, as the start date.
PAYMENT RECORD TAB (3)
This tab is designed to keep a record of when super was "paid". In other words, every time the 'Pay Super' button (in the Super Fund List) is clicked on, a line will be created in this tab and will be dated according to the system date on the computer at the time. There a respective columns for SGL amounts and pre and post tax employee personal contributions. The lines in this tab cannot be edited at this stage.
NOTE: If you do not proceed with adding a Super Fund (Cancel after pressing the 'Add' button), the program will place a BLANK in the Super Fund List. You can edit this with new Fund information at a later stage.
Click on the 'OK' button to save your Superannuation Fund details. If you do not wish to save the Superannuation Fund details then click 'Cancel'.