Employee Superannuation Information

This activity enables you to record employee superannuation information for Australia statutory unit. You can specify the superannuation fund details of the employee for the effective period. You can attach the file required for the superannuation fund. You can also modify the details specified earlier.

Objective

Through this activity, you will be able to do the following:

Procedure

To record employee superannuation information

To record employee superannuation information, select Statutory → Australia Statutory Administration → Employee Superannuation Information from the Business Process menu.
Choose an option from the Australia Statutory Setup Unit combo to record the employee superannuation fund details.
In the Search Criteria section, enter the Employee Code to which the superannuation fund details have to be recorded. Click on the Help icon to retrieve the employee code from Help on Employee screen. The system displays the employee name.
Click Get to retrieve the employee details. The system displays the employee fund details.
In the Access History section, choose the Effective Period combo to access the history with the effective dates.
In the Fund Details section, choose Default from Fund Option combo to default the already defined fund details for the employee.
Choose My Choice from Fund Option combo to define the employee’s choice of fund details.
Enter the Fund Name which is to be recorded for the employee. Click the lens icon to retrieve the superannuation fund details from the Help on Superannuation Fund screen.
Enter the Member Number for the fund if applicable.
In the Attachments section, Enter the Document Name of the superannuation fund. Click the Folder icon, to browse and select the file to attach.
In the Modification Details section, choose Correct option from Modification Option combo to save the modified details with the current effective date.
Choose Update option from Modification Option combo to update the modified details with the new effective date.

Note: Modification Option: While modifying the fund details, you can use one of the two available modification options viz., “Correct” and “Update”. If you choose the Correct option, the changes you make will come into effect in the existing record itself. If you choose the Update option, the system closes the existing version of the record and will create a new record containing the changes you make. You are to specify a new effective date, which will become the effective date for the new record.

Enter the New Effective From date to validate the updated records.
Enter relevant Remarks that pertain to the superannuation fund details.
Click the Submit to save the employee superannuation information.

To edit employee superannuation information

To edit Employee Superannuation Information, select Statutory → Australia Statutory Administration → Employee Superannuation Information from the Business Process menu.
Choose option from the Australia Statutory Setup Unit combo.
In the Search Criteria section, enter the Employee Code to get the details of the selected employee. Click on the Help icon to retrieve the employee code from Help on Employee screen.
Click Get to retrieve the employee details. The system displays the employee name and fund details.

The system retrieves and displays entire details of the specified employee code. Make required modifications to the data displayed. Refer Fields in this Screen topic for an explanation of the fields displayed.

In the Modification Details section, choose Correct option from Modification Option combo to save the modified details with the current effective date.

Enter relevant Remarks that pertain to the fund details.
Click the Submit to save the modified fund details.

Fields in this screen (Employee Superannuation Information)

Field Name	Description	Type	Editable	Field Length	Mandatory	Remarks
Australia Statutory Setup Unit	Choose the Australia Statutory Setup Unit for which the employee superannuation information has to be defined.	Combo	Yes	40	Yes	Corresponding OU names are loaded in the Australia Statutory Setup Unit combo based on the login OU.
Search Criteria section
Employee Code	The option that indicates the employee codes for recording the superannuation fund details. The system displays the employee name.	Textbox	Yes	25	Yes	Click the help icon to select the employee code defined through the Masters component.
Access History section
Effective Period	The option that indicates the effective period for the superannuation fund. The combo displays the latest values by default.	Combo	No	40	No	Use the drop-down values to view previous ‘history data’.
Fund Details section
Fund Option	Choose the option for defining the superannuation fund. The options are Default and My choice.	Combo	No	40	Yes	If you choose Default then the system would fetch and populate the fund name from Superannuation Fund Master for which 'Employer Default' is set as ‘Yes’. If you choose My Choice then the system allows you to enter the fund name that is not an Employer Default.
Fund Name	The superannuation fund name.	Textbox	Yes	40	Yes	Click the help icon to select the fund name defined through the Superannuation Fund Master.
Member Number (if applicable)	If applicable enter the number of members included in the superannuation fund.	Textbox	Yes	40	No
Attachments section
Document Name	The option that indicates the document name which is to be attached for the superannuation fund details.	Textbox	Yes	40	Conditional
Attach	The related document for superannuation fund has to be attached.	Textbox	Yes	40	Conditional	Click the folder icon to browse and select the file to attach.
Modification Details section
Modification Option	Choose the action that you want to perform. The options are Correct and Update.	Combo	Yes	10	Yes	If you choose Update then the system closes the existing details. You should mandatorily enter the New Effective date from which the details will become effective.
New Effective From	The new effective date of updated records from when the entries become valid.	Textbox	Yes	10	Yes
Remarks	Any remarks or additional modification information regarding the superannuation fund details.	Text Area	Yes	250	No