KPI's
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==Setting up Superannuation Funds== | ==Setting up Superannuation Funds== | ||
− | + | Creating Superannuation Funds allows a user to select a predefined | |
===Adding Superannuation Funds=== | ===Adding Superannuation Funds=== | ||
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# Select the '''Superannuation Funds''' folder. | # Select the '''Superannuation Funds''' folder. | ||
# Select the create button. | # Select the create button. | ||
− | # Select the '''Active Fund''' checkbox if this is an | + | # Select the '''Active Fund''' checkbox<br>This is checked if this is an active superannuation account that the organisation uses. |
# Enter the '''Superannuation Fund Name'''<br>This is the fund name example: BT Superannuation. | # Enter the '''Superannuation Fund Name'''<br>This is the fund name example: BT Superannuation. | ||
# Enter the '''Superannuation Fund Number'''<br>This is the number that identifies the Fund. The Superannuation Fund will supply this to you. | # Enter the '''Superannuation Fund Number'''<br>This is the number that identifies the Fund. The Superannuation Fund will supply this to you. |
Revision as of 03:22, 15 June 2010
Setting up Superannuation Funds
Creating Superannuation Funds allows a user to select a predefined
Adding Superannuation Funds
- After logging into the Subscribe-HR portal, navigate to the ‘Human Resources’ TAB.
- Select the Superannuation Funds folder.
- Select the create button.
- Select the Active Fund checkbox
This is checked if this is an active superannuation account that the organisation uses. - Enter the Superannuation Fund Name
This is the fund name example: BT Superannuation. - Enter the Superannuation Fund Number
This is the number that identifies the Fund. The Superannuation Fund will supply this to you. - Enter the Employer Membership Number
This is the Membership number provided to your organisation when the organisation joined as a member of the superannuation fund. - Enter the Fund Phone Number
- Enter the Fund Website
- Select the Save button.
Fields marked in bold are mandatory and must be filled in before the KPI Sub Type can be saved