Forum Discussion

deb1234's avatar
deb1234
Contributing Cover User
3 years ago

Employee Self-Onboarding - Default Superfund

I am interested in using the Employee Self-Onboarding platform, however our Default Superannuation Fund is not showing under the page 'Nominate a super fund'.

 

I had previously added the default superannuation fund via the General Payroll Information page under the 'Setup' menu, which also follows the support notes. I created a test 'new employee' to see how the recipient views the self-onboarding windows and under the heading 'Nominate a super fund' and selecting the option to select 'Your employer's default fund', the following message appears under the fund details:

It looks like your employer has not specified a default fund, please contact them if you'd like to use your company's default fund.

 

Any information on this would be very helpful.

  • SamaraM's avatar
    SamaraM
    3 years ago

    Hi Deb (deb1234)

     

    Thanks for confirming that. Can I also ask you to make sure there aren't 2 or more funds listed under your Superannuation Fund List with the same USI - and if there are delete one of those?

     

    If it is not that, could you also share the Fund Information window for the default fund you have selected?

     If you don't want to post it in public, feel free to send it to me via Private Message.


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi deb1234 

     

    Thank you for your post. When you added the default superannuation fund did you do that under; Payroll settings > General payroll information > Default superannuation fund > then send the onboarding invite?

     

    If it wasn't done in that order I recommend canceling the invitation and reinviting to allow the software to send it through again.

     

    If that was not the cause, would you be able to send me a screenshot of the Fund Information window so I can reproduce the steps for further investigation? 


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • deb1234's avatar
      deb1234
      Contributing Cover User
      3 years ago

      Hi Samara

       

      Thank you for your response.

       

      I had already tried your advised steps a couple of times, but repeated the process again so that I could capture the screenshots as attached.

       

      Should you require more detailed screenshots, could you please let me know how to send them to you directly. I was unable to find a link to respond other than via this portal.

       

      Regards

      Deb

       

      • SamaraM's avatar
        SamaraM
        Former Staff
        3 years ago

        Hi Deb

         

        Thanks for sending that through. Can you also check that the default fund is listed under the employee card:

        Card File > Cards List > Employee tab > open the employee's card > Payroll details tab > Superannuation tab.

         

        Let me know how you get on and if you require more assistance - could you also reply with the last 4 digits of your Serial Number?

         

        If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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