Navigation: People | Employees | ‘Select the Employee you need to manage’ | Action | Super Fund
Who can benefit from this guide?
HR & payroll staff who are responsible for entering and managing super fund information for Australian employees.
This guide focuses on connecting Australian super funds to employees. If you want to manage New Zealand super fund records, refer to Intro to Super Fund (NZ).
To learn how super funds are added to Jemini, refer to Intro to Super Funds catalogue (AU).
System Administrators: Open to view permission settings
To give a user access to Super Fund records in the employee application:
Go to System > Security profiles.
Select the Security Profile that requires access to the employee Super Fund bubble.
In Permissions, scroll down and expand Employees and Employees application to find Super Fund permissions.
Tick the View, Add, Change, and Delete boxes for Super Fund.
Australian superannuation funds, also known as ‘super funds’ or ‘super’, are investment schemes primarily designed to offer retirement benefits and other long-term savings.
Use the Super Fund bubble in the employee application to add and manage your employee’s super fund records.
Before an employee starts working, you may need to give them the Superannuation standard choice form so they can tell you their preferred super fund scheme. You can then create a new super fund record using the information they provide.
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Super fund schemes have different requirements for employee and employer contributions. For example, employers must contribute a set percentage to their employees' super funds under the Superannuation Guarantee (SG or SGC) rate. From July 2025, this is 12%. To understand the specific requirements, review the super fund’s policies.
If the employee has more than one super fund, you can create separate records for each one.
Below are instructions for adding, editing, and deleting a super fund record. When you add, edit, or delete a super fund record, it automatically updates the related pay transactions that contribute to the employee's super fund.
How to add a Super Fund record for an Australian employee
Open the employee's Super Fund:
Go to People > Employees.
Select the employee you need to edit.
Go to Action > Super Fund. The dated SUPER FUND panel will open.
Select Add a Super Fund record. The ADD SUPER FUND panel will open.
Enter the START DATE.
The START DATE will default to the first available pay cycle start date, but you can change it if the super fund payments need to start later.
(Optional) Enter the END DATE if required.
The end date is when the employee's super fund payments will end.
Open the SUPER FUND backpack and select the employee's super fund.
If you can't find the right super fund in the backpack, it might need adding to the super funds catalogue in People > Super Funds.
Enter the EMPLOYEE ACCOUNT NAME. This is the employee's super fund account name and will be used for future reporting purposes.
Enter the EMPLOYEE MEMBER NUMBER. This is the employee's super fund member number and will be printed in the reference field of the direct credit file.
Enter the EMPLOYEE CONTRIBUTION RATE.
The value you enter will be the percentage the employee decides to contribute to their super fund.
Enter the EMPLOYEE CONTRIBUTION RATE or the EMPLOYEE FIXED VALUE CONTRIBUTION.
The value you enter in EMPLOYEE CONTRIBUTION RATE should be the percentage the employee has decided to contribute to their super fund.
The value you enter in EMPLOYEE FIXED VALUE CONTRIBUTION will be the fixed dollar amount the employee has decided to contribute to their super fund.
The employee's contribution is voluntary. Check with them what they would like to contribute.
If you enter a value here, you can't also add an EMPLOYEE FIXED VALUE CONTRIBUTION.
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The EMPLOYEE CONTRIBUTION RATE and EMPLOYEE FIXED VALUE CONTRIBUTION can't both have a value.
If you want to set up multiple super funds with different types of contribution, create separate records for each.
Set EMPLOYEE CONTRIBUTION IS SALARY SACRIFICED to Yes or No.
Setting to Yes means the employee's contribution will be deducted from their pay before income tax has been applied.
Setting to No means the employee's contribution will be deducted from their pay after income tax has been applied.
We suggest you refer to the super fund policies and check with the employee what they would like to choose for this step.
Set ADDITIONAL REPORTABLE EMPLOYER SUPER CONTRIBUTION (RESC) FIELDS to Yes or No.
This setting is for an additional employee influenced employer contribution, which is something that the individual employee might negotiate for with the employer as part of their remuneration package.
The default setting is No.
If set to Yes, you’ll need to select the CONTRIBUTION TYPE: Percentage % or Amount per pay $.
Select Percentage % and it will display the ADDITIONAL CONTRIBUTION PERCENTAGE (RESC) field so that you can enter the contribution percentage.
Select Amount $ per pay and it will display the ADDITIONAL CONTRIBUTION PER PAY (RESC) field so that you can enter the contribution amount per pay.
Set ADDITIONAL EMPLOYER SUPER CONTRIBUTION (RESC) FIELDS to Yes or No.
This setting is for any additional employer contribution that the employer has decided will go to an individual or group of employees without any negotiation with the employee.
The default setting is No.
If set to Yes, the ADDITIONAL CONTRIBUTION PERCENTAGE (SGC) field will display so that you can enter the contribution amount percentage.
(Optional) Complete the Content section by adding ATTACHMENTS or LINKS if required. This could include supporting information for the super fund record.
(Optional) Select one or more NOTIFICATIONS from the backpack.
Notifications can be sent when a Super Fund record is added, updated or expiring. Set up super fund notification templates in System > Notifications.
Select the Green Tick Button to save and close the ADD SUPER FUND panel. You'll see the new Super Fund record added to the CURRENT section of the dated SUPER FUND panel.
You may now close the dated SUPER FUND panel.
How to edit a Super Fund record for an Australian employee
Open the employee's Super Fund:
Go to People > Employees.
Select the employee you need to edit.
Go to Action > Super Fund. The dated SUPER FUND panel will open.
Select Update Super Fund record. The ADD SUPER FUND panel will open.
Enter the START DATE. The START DATE will be autofilled with the first available pay cycle start date, but can be changed if the employee's super fund payments need to start later than then.
Enter new super fund information into the fields as required. For detailed instructions on each field, refer to the relevant steps in How to add a Super Fund record for an Australian employee above.
Select the Green Tick Button to save and close the ADD SUPER FUND panel. You'll see the new Super Fund record added to the CURRENT section of the dated SUPER FUND panel (or the FUTURE section if the start date you entered is still in the future). The previous record will move into the HISTORICAL section.
You may now close the dated SUPER FUND panel.
How to delete a Super Fund record for an Australian employee
You can delete a Super Fund record if the Delete Button on the record is red. If the Super Fund has already been used in a pay cycle, it can’t be deleted.
Open the employee's Super Fund:
Go to People > Employees.
Select the employee you need to edit.
Go to Action > Super Fund. The dated SUPER FUND panel will open.
Select the red Delete Button on the Super Fund record you need to delete.
Select Go ahead when the CONFIRMATION message appears.
You may now close the dated SUPER FUND panel.
