QRG Create Superannuation Fund - Default Employer Fund

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Purpose

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Steps

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Create a Default Employer Fund record

1. Click on the App Launcher icon. (See Figure 1)

2. Go to the Superannuation Funds object by using the Search function. (See Figure 2)

3. Click on the New button. (See Figure 3)

4. Choose the record type of Default Employer Fund . (See Figure 4)
5. Click Next.

6. Populate the following required fields to provide the base details of the Superannuation Fund record: (See Figure 5)
   1. Fund Name
   2. Payment Entity
   3. Default Superannuation Fund
   4. Status
7. Populate the following optional fields as needed: (See Figure 5)
   1. To apply this Default Fund to only a section or group of the Payees marked as a specific Employer Fund Category, populate the Default Employer Fund Category field to match the Payee field Default Employer Fund Category.
8. Click on the Save button.

9. A new Default Employer Superannuation Fund record has been created. (See Figure 7)

10. To modify an existing Superannuation Fund record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
11. When complete, click on the Save button.

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Field Descriptions

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Further Information