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.
To edit the attributes in the header of a contribution rate record, follow the procedure below.
How to Edit a Contribution Rate Rule Header |
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1. |
If the relevant record is not already open in the Contribution Rate Rule Entry screen, search for and open the relevant record.. |
2. |
Update any fields as required. For more information about the field on the Contribution Rate Rule Entry screen, click here. |
3. |
When you are ready to save your changes, click . |
To edit an existing contribution rate for an existing validity period, follow the procedure below.
How to Edit an Existing Contribution Rate |
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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 |
3. |
Update any fields as required. For more information about the fields on the screen, click here. |
4. |
When you are ready to save your changes, click . |
5. |
Click at the top of the Contribution Rate Entry screen. |
To add a new contribution rate for a new validity period, follow the procedure below.
How to Add a New Contribution Rate |
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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 |
3. |
Click . |
4. |
In the Validity End Date column of the new row, click an |
5. |
Next to the new validity period row, click . |
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 . |
8. |
Click at the top of the Contribution Rate Entry screen. |