KPI's

Revision as of 07:23, 28 June 2017

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

1. After logging into the Subscribe-HR portal, navigate to the ‘Human Resources’ TAB.
2. Select the Superannuation Funds folder from the More Tab.
3. Select the [Add New Record] 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: Example Fund.
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 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

1. Select the Human Resources TAB.
2. Select the Employee Folder.
3. Select the Employee that you wish to assign a Superannuation Fund to.
4. Select the Superannuation sub-folder.
5. Select the Create button.
6. Select the Superannuation Fund drop down.