You can edit any of the attributes in the header of a contribution rate rule record so long as the record is yet to be used in a pay batch. Once the record has been used in a pay batch, only the name and the status of the contribution rate rule can be edited.
In addition to editing the information in the header of the record, you can also edit the contribution rate for a validity period or add new contribution rates for a new validity period. However, you cannot edit an existing contribution rate if a pay batch has already been run for a date that falls within the validity period of that contribution rate.
Edit a Contribution Rate Rule Header
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Edit an Existing Contribution Rate
To edit an existing contribution rate for an existing validity period, follow the procedure below.
1. | If the relevant record is not already open in the Contribution Rate Rule Entry screen, search for and open the relevant record. | |
2. | In the list of validity periods at the bottom of the screen, click the edit button next to the relevant period. The Superannuation Contribution Rate displays. |  |
3. | Update any fields as required. For more information about the fields on the screen, click here. Note that you cannot update any fields if the contribution rate has already been used in a pay batch. | |
4. | When you are ready to save your changes, click Save. The contribution rate record is saved. |  |
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Add a New Contribution Rate
To add a new contribution rate for a new validity period, follow the procedure below.
1. | If the relevant record is not already open in the Contribution Rate Rule Entry screen, search for and open the relevant record. | |
2. | If there is no validity end date for the last contribution rate that is defined, click the calendar button next to the Validity End Date column in the row that corresponds to the last validity period and use the calendar control to select an end date. Note that the date you select cannot be earlier than the date of the last pay batch in which the contribution rate rule was used, as displayed in the Last Pay Batch Date field. Skip this step if the last validity period already has an end date. |  |
3. | Click Add. A new row is added and the start date column defaults to the day after the end date of the previous validity period. |  |
4. | In the Validity End Date column of the new row, click the calendar button and use the calendar control to select the end date of the new validity period. Alternatively, skip this step if the new validity period is to remain valid indefinitely. | |
6. | Use the fields on the Superannuation Contribution Rate screen to define the attributes of the contribution rate for the corresponding validity period. For information about the fields available on this screen, click here. | |
7. | When you are ready to save your changes, click Save. The contribution rate record is saved. | |
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