KPI's

Revision as of 03:39, 15 June 2010

Setting up Superannuation Funds

Creating Superannuation Funds allows a user to select a predefined Superannuation Fund when setting up an Employees Superannuation details.

Adding Superannuation Funds

1. After logging into the Subscribe-HR portal, navigate to the ‘Human Resources’ TAB.
2. Select the Superannuation Funds folder.
3. Select the create button.
4. Select the Active Fund checkbox
   This is checked if this is an active superannuation account that the organisation uses.
5. Enter the Superannuation Fund Name
   This is the fund name Example: BT Superannuation.
6. Enter the Superannuation Fund Number
   This is the number that identifies the Fund. The Superannuation Fund will supply this to you.
7. 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.
8. Enter the Fund Phone Number
9. Enter the Fund Website
10. Select the Save button.

Fields marked in bold are mandatory and must be filled in before the Superannuation Fund records can be saved.