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Below are the steps required to setup a superannuation salary sacrifice.

Instructions

PART ONE – Deduction Header

A Payee Superannuation deduction header must be created before a deduction can be setup in the payee record. If a Payee Superannuation deduction header already exists, go to Part Two.

1. Go to Payroll > Maintenance > Deduction Header
2. Click the + symbol to add a new deduction header – click Search Deduction Headers to see if a Payee Superannuation header already exists
3. Enter the following required fields:
   1. Deduction Type – must be Payee Superannuation
   2. Name - must be unique
   3. Description
   4. Apply Order – this determines the order the deduction will be deducted from payees' earnings. For example, a value of 0 indicates that deductions linked to the deduction header will be deducted before those with an apply order of 1,2,3 and so on.
4. Untick EFT Payment – This should be blank as salary sacrifice super will be included in SuperStream reporting
5. Complete the other fields if required
6. If deductions linked to this header are to be paid by EFT enter the banking details, otherwise untick EFT Payment – these details will be used for all payee deductions linked to the header
7. Click the + symbol to add a Validity Period and enter a Validity Start Date
8. Click the Pencil symbol to open the Deduction Settings screen and select the required options.
   1. Closed Deduction Applied to Adjustments – includes the expired deduction in an adjustment batch if it was valid during the period being adjusted
   2. GST – GST is applied if deduction is applied to a payee with Company as the tax type
   3. RESC – if selected, this will be enabled by default in the payee deduction but can be overridden
   4. Reduce Superable Salary – reduces the earnings that the superannuation guarantee amount will be calculated on
9. Click OK > Click Save

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PART TWO – Payee Deduction

A deduction header must be created and the relevant superannuation fund added in the Superannuation Details tab of the payee record before a payee deduction can be added.

1. Go to Payroll > Payee

2. Search for the relevant Payee and open their record – click the Superannuation Details tab to check the super fund has been added

3. Click the Deductions tab

4. Click the + symbol to add a new deduction

5. Enter the following details:

   1. Validity Start Date

   2. Deduction – select the Deduction Header created in Part One

   3. Rate Type – if Percent is selected, in the Calculate On field select Gross

   4. Rate Value – the percentage or fixed amount that is to be deducted

   5. Deduct From – select Gross

   6. In the Payee Superannuation tab, select the name of the superannuation fund the money deducted will be paid to and select the RESC option

   7. Payee Account Reference – enter the payee’s superfund account reference or leave this blank if the account reference from the deduction header is to be used

6. If the deduction is to stop after a specific amount has been deductiondeducted, click the Rolling Deduction tab, select the option and enter the Total Amount

7. Click OK, then Save the Payee record

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