Lumary WFM - This article explains how to add superannuation details to payee withholdings.
The employee’s superannuation details are stored in payee withholdings.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have already created a new payee record or have access to an existing payee record. If you have not completed those steps, head over to create a payee record.
To add superannuation details:
- While on the payee record as part of creating a payee record, navigate to the Withholdings tab.
- Click New against the Payee Withholdings sub-tab and select AU Super as the record type
- Fill in the following key information including:
| Field | Purpose |
|---|---|
| *Employee | Employee record this payee withholding record relates to. This must match the employee of the payee. |
| *Payee | Payee record this payee withholding record relates to. |
| *Effective Date | Date the withholding will become effective. Withholdings will not be calculated before this date. |
| *Sort Order | Order in which contributions will be applied where a payee distributes their superannuation across more than one fund. |
| *Superannuation Fund | Superannuation fund this payee’s contributions will be directed to. |
| *Super Membership Number | The membership number of this payee with this superannuation fund. |
| *Superannuation Fund Nomination | The type of fund nominated by the payee |
| *Excess SGC Action | Determines how the pay batch processing will calculate and handle excess employer superannuation contributions. |
| *Super Exempt | Indicates that the payee is exempt from employer SGC calculation. |
| *Superannuation Type | Determines which type of superannuation calculation will be performed during pay batch calculation, either superannuation guarantee, or defined benefit. |
| *Distribution Type | For fixed amount, funds will be distributed to the value defined in the fixed amount field, For percentage, funds remaining percentage rate defined in the percentage field. For balance, all unallocated funds will be allocated. |
- Once all relevant fields are filled in, click on the Save button.
Once you've added superannuation information, you can add the worker's bank details.