KPI's
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(→Locating the Superannuation Fund drop down) |
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==Setting up Superannuation Funds== | ==Setting up Superannuation Funds== | ||
| − | + | Creating Superannuation Funds now makes it easier when setting up an Employee's superannuation details, by allowing the user to select the predefined superannuation fund from the Superannuation Fund Drop Down. | |
===Adding Superannuation Funds=== | ===Adding Superannuation Funds=== | ||
| − | # After logging into the Subscribe-HR | + | # After logging into the Subscribe-HR HCM Platform, click on the "HUMAN RESOURCES" option from the left Navigation. |
# Select the '''Superannuation Funds''' folder. | # Select the '''Superannuation Funds''' folder. | ||
| − | # Select the | + | # Select the '''[Add New Record]''' 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 | + | # Enter the '''Superannuation Fund Name'''<br>This is the fund name '''Example:''' Example Fund. |
# 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. | ||
# Enter the '''Employer Membership Number'''<br>This is the Membership number provided to your organisation when the organisation joined as a member of the superannuation fund. | # Enter the '''Employer Membership Number'''<br>This is the Membership number provided to your organisation when the organisation joined as a member of the superannuation fund. | ||
| Line 19: | Line 19: | ||
# Select the Save button. | # Select the Save button. | ||
<br> | <br> | ||
| − | <b>Fields marked | + | <b>Fields marked with a red asterisk are mandatory and must be filled in before the Superannuation Fund records can be saved.</b> |
| + | |||
<br> | <br> | ||
| + | |||
| + | ===Locating the Superannuation Fund drop down=== | ||
| + | # Select the "HUMAN RESOURCES" Solution. | ||
| + | # Select the Employee Folder. | ||
| + | # Select the Employee that you wish to assign a Superannuation Fund to. | ||
| + | # Select the Superannuation sub-folder from the left side menu. | ||
| + | # Select the '''[Add New Record]''' button. | ||
| + | # Select the Superannuation Fund drop down. | ||
| + | |||
<br> | <br> | ||
[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Latest revision as of 23:19, 4 December 2018
Contents
Setting up Superannuation Funds
Creating Superannuation Funds now makes it easier when setting up an Employee's superannuation details, by allowing the user to select the predefined superannuation fund from the Superannuation Fund Drop Down.
Adding Superannuation Funds
- After logging into the Subscribe-HR HCM Platform, click on the "HUMAN RESOURCES" option from the left Navigation.
- Select the Superannuation Funds folder.
- Select the [Add New Record] 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: Example Fund. - 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 with a red asterisk are mandatory and must be filled in before the Superannuation Fund records can be saved.
Locating the Superannuation Fund drop down
- Select the "HUMAN RESOURCES" Solution.
- Select the Employee Folder.
- Select the Employee that you wish to assign a Superannuation Fund to.
- Select the Superannuation sub-folder from the left side menu.
- Select the [Add New Record] button.
- Select the Superannuation Fund drop down.
