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# QRG Create Payee Withholdings - Superannuation
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## Purpose
The purpose of this quick reference guide is to step through the process of creating AU Super Payee
Withholding records. The intended audience for this document is system administrators / standard users.
## Steps
### Create a New Superannuation Payee Withholding Record
The AU Super Payee Withholding record holds the General Information, Superannuation Fund Details,
and Superannuation Controls for a Payee’s superannuation entitlements.
Create an AU Super Payee Withholding by following the below steps:
1. Navigate to the **Payee** record.
1. To identify a Payee record from
an Employee record, enter the
Employee name into the **Global**
**Search** (see Figure 1).
2. Select the **Employee** record
from the suggestions provided.
3. Open the **Related** tab (see
Figure 2)
4. Identify the **Payee** record(s).
5. Select the **Payee** record
2. Click **Withholdings** from the tab options (see Figure 3).
3. Click **New** .
4. Select **AU SUPER** from the available Record Types and click the **Next** button (see Figure 4).
5. Follow this step in the sequence given below:
1. Populate the following required fields to provide the base details of the Payee
Withholding record (see Figure 5):
1. **Employee**
2. **Payee**
3. **Effective Date**
4. **Sort Order**
5. Effective Date
2. Populate the following optional fields as required (see Figure 5):
1. **Expiry Date**
The Pay Batch Event field will be automatically populated upon saving the record, and
should not be manually entered.
The Status of the Payee Withholding record will be automatically updated upon saving
the record, based on the Effective Date and Expiry Date (see Figure 5).
The External ID field is available and should only be populated where system
integration is required for the record.
1. Populate the following required fields to provide the base details of the Payee
Withholding record (see Figure 6):
1. To define the Employee-nominated superannuation account, populate the
**Superannuation Fund** using the lookup options available.
* If no superannuation account has been provided and cannot be identified
for the Employee via ATO Online Services, you may nominate **Default**
**Employer Fund** within the **Superannuation Fund Nomination** field as
this will automatically populate the **Superannuation Fund** field with the
details of the Default Employer Fund after saving.
2. Populate the following optional fields as required (see Figure 6):
1. If known, enter the membership number in the **Super Membership Number**
field.
2. For APRA/RSA or Self-Managed Funds, validate the type of Fund nominated in
the Superannuation Fund field by selecting from the available picklist options in
the **Superannuation Fund Nomination** field.
3. To set up a Superannuation Variation from the standard SGC amount, select from
the available picklist options in the **Employee Influenced Super Variation** field.
* If 'Yes' is selected, any Employer Superannuation Contributions above the
current SGC rate will be calculated separately as Employer Additional and
reported as RESC.
* If ‘No’ is selected, the Employer Contributions will be listed on the
SuperStream Lodgements as Award Contributions.
* If you require it to be reported as SGC, this field should be blank.
If the existing Super Fund nominated by the Employee cannot be identified, contact your System
Administrator for assistance with the creation of a new Superannuation fund record.
If no Superannuation Fund has been nominated by the Employee, you must follow the
instructions detailed in QRG Checking Stapled Superannuation to search for the
Payees Stapled Superannuation via ATO Online Services.
If no Default Employer Fund has been configured within your Org, you must follow the instructions
detailed in the QRG Create Superannuation Fund - Default Employer Fund to create the necessary
record before it may be nominated as the preferred Fund for Employees.
Although it is optional, it is recommended for the Super Membership Number to be
populated within the record to eliminate delays when processing related Superstream
reporting and payments.
For Default Employer Fund nominations, the Superannuation Fund field may be
automatically populated by selecting Default Employer Fund from the picklist values
in the Superannuation Fund Nomination field. If another value is selected, it will be
validated against the Superannuation Fund populated.
1. Populate the following required fields to provide the base details of the Payee
Withholding record (see Figure 7):
1. To determine how excess Employer Super Contributions should be processed,
select from the available picklist options in the **Excess SGC Action** field.
2. Populate the following optional fields as required (see Figure 7):
1. To define a value for the Superannuation Variation, populate either the **Super**
**Variation Percentage** field or the **Super Variation Amount** field.
2. To define an exemption from Employer SGC calculation for this Payee, select from
the available picklist options in the **Super Exempt** field, and populate the **Super**
**Exempt Reason** field.
3. To override any Minimum Monthly Earnings limitations defined in the related
Withholding Rule Item, populate the **Minimum Monthly Earnings** field.
4. To override any Maximum Super Contribution Base limitations defined in the
related Withholding Rule Item, populate the **Maximum Super Contribution Base**
field.
If you require SGC to continue to calculate beyond the default Maximum Super Contributions Base,
users are required to enter a higher value into the field ‘Maximum Super Contributions Base’ on the
Payee Withholding Record. If there is no limit, the recommended amount to enter is 9999999.
1. Populate the following required fields to provide the base details of the Payee
Withholding record (see Figure 8):
1. To determine how Super should be calculated for this Payee, select from the
available picklist options in the **Superannuation Type** field.
2. To determine how Super funds should be allocated to the Payee, select from the
available picklist values in the **Distribution Type** field.
* If **Balance** is selected, all unallocated Super funds will be allocated to the
Payee.
* If **Distribution Fixed Amount** is selected, the related field will need to be
populated with an amount.
* If **Distribution Percentage** is selected, the related field will need to be
populated with a percentage.
2. Populate the following optional fields as required (see Figure 8):
1. To define a value for the Superannuation Variation, populate either the **Super**
**Variation Percentage** field or the **Super Variation Amount** field.
2. To override the minimum age and working hour requirements for Super calculations,
select from the available picklist options in the Override Minimum Age Requirement
field.
3. To define the annual salary on which defined benefit contributions will be
calculated, populate the Defined Benefit Salary field.
3. Click on the Save button (see Figure 8).
A new **AU SUPER Payee Withholding** record is now created (see Figure 9).
Payee Withholding records CANNOT be deleted if they have related records or are used in other
records. Deleting records is not recommended unless absolutely essential.
7. To modify an existing **Payee Withholding** record, open the required record and select the **Edit**
button available on the top right side of the page. You can also double click within fields that
need editing or just click on the pencil icon that appears within fields when hovering with
your cursor.
8. When complete, click on the **Save** button.
## Field Descriptions
**Default Employer Fund Category** enables employers to have multiple Default Superannuation Funds per
Payment Entity, but that might only be for particular areas of the business. This restricts which Default
Superannuation Fund will apply to this Payee.
**Defined Benefit Salary** if the Superannuation Type is Defined Benefit, this is the annual salary on which
the Defined Benefit Contributions will be calculated.
**Distribution Fixed Amount** if Distribution Type is Fixed Amount, this is the fixed amount to be applied
during superannuation distribution where multiple funds are being used for this payee.
**Distribution Percentage** if Distribution Type is Percentage, this is the percentage to be applied during
superannuation distribution where multiple funds are being used for this payee.
### Distribution Type
* For Fixed Amount, funds will be distributed to the value defined in the Fixed Amount field.
* For Percentage, funds will be distributed to the percentage rate defined in the Percentage field.
* For Balance, all unallocated funds will be allocated.
**Effective Date** is the date the Withholding is effective. Withholdings will not be calculated before this
date.
**Employee** is the Employee record this Payee Withholding Record relates to. This must match the
Employee of the Payee.
**Employee Influenced Super Variation** indicates whether the Payee influenced a higher rate of Employer
Superannuation. If 'Yes' is selected, any Employer Superannuation Contributions above the current SGC
rate will be calculated separately as Employer Additional and reported as RESC. If ‘No’ is selected, then
the Employer Contributions will be listed on the SuperStream Lodgements as Award, but if you require it
to be reported as SGC, this field should be blank.
**Excess SGC Action** determines how the Pay Batch processing will calculate and handle excess Employer
Superannuation Contributions.
* No Action = Superannuation calculation will stop at the applicable Maximum Contribution Base.
No refund will be calculated automatically.
* Refund = Superannuation calculation will stop at the applicable Maximum Contribution Base and
any refund will be automatically paid to the Payee in the same Pay Batch using your Pay Code
where the ‘Excess SGC Refund’ checkbox is ticked
* Deduction = same as Refund, however, the value will be directed to an existing Payee Deduction
Record where the Deduction Rate Type is Percentage of SGC Refund. All or part of the refund can
be directed to the Payee Deduction Record based on the deduction rate entered on it.
**Exclude From Auto Update** when this is checked the record will be skipped by the Automatic Status
Update scheduled job.
**Expiry Date** is the date the Payee Withholding expires. Calculations will not be made after this date. If
blank, no expiry currently applies.
**External ID** defines the ID of the corresponding record in an external system that has been used to
create/update this record.
**Maximum Super Contribution Base** where an amount is entered, this overrides the default maximum
superannuation contribution base.
**Minimum Monthly Earnings** where an amount is entered, this overrides the default minimum monthly
earnings.
**Payee** is the Payee record this Payee Withholding Record relates to.
**Sort Order** is the order in which contributions will be applied where a Payee distributes their
Superannuation across more than one fund.
**Superannuation Fund** is the Superannuation Fund this Payee’s contributions will be directed to.
**Superannuation Fund Nomination** is the type of fund nominated by the Payee:
* APRA or RSA Fund
* Default Employer Fund
* Self Managed Fund
**Superannuation Type** determines which type of superannuation calculation will be performed during
Pay Batch calculation, either Superannuation Guarantee or Defined Benefit.
**Super Exempt** indicates that the Payee is exempt from employer SGC calculation.
**Super Exempt Reason** is the description of why this Payee is exempt from superannuation contributions.
**Super Membership Number** is the membership number of this Payee with this Superannuation Fund.
**Super Variation Amount** where populated, this overrides the default superannuation rate set at an Org
Wide level.
**Super Variation Percentage** where populated, this overrides the default superannuation rate set at an
Org Wide level.
## Further Information
| Document | Document Type | Description |
| ------------------------------------------------------ | ----------------- | ---------------------------------------------------------- |
| QRG Create a Payee record | Task Instructions | How to create a Payee Record |
| QRG Create Payee Withholdings - AU Payroll Tax | Task Instructions | How to create Payroll Tax Payee Withholding Records |
| QRG Create Payee Withholdings - AU PAYG | Task Instructions | How to create PAYG Payee Withholding Records |
| QRG Create Payee Withholdings - AU GST | Task Instructions | How to create GST Payee Withholding Records |
| QRG Checking Stapled Super | Task Instructions | How to check for an Employee’s Stapled Superannuation Fund |
| QRG Create Superannuation Fund - Default Employer Fund | Task Instructions | How to create a Default Employer Fund |
