> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.
# QRG Create Payee Withholdings - Superannuation
## 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 steps below:
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
Figure 1
Figure 2
2. Click **Withholdings** from the tab options (see Figure 3).
3. Click **New**.
Figure 3
4. Select **AU SUPER** from the available Record Types and click the **Next** button (see Figure 4).
Figure 4
5. 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**
6. Populate the following optional fields as required (see Figure 5):
1. **Expiry Date**
Figure 5
> [!CAUTION]
>
> **Important Notes (Pay Batch Event fields, Status, and External ID)**
>
> 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.
>
> The External ID field is available and should only be populated where system integration is required for the record.
7. Populate the following 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.
* Suppose no superannuation account has been provided and cannot be identified for the Employee via ATO Online Services. In that case, 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.
8. 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.
1. If 'Yes' is selected, any Employer Superannuation Contributions above the current SGC rate will be calculated separately as Employer Additional and reported as RESC.
2. If ‘No’ is selected, the Employer Contributions will be listed on the SuperStream Lodgements as Award Contributions.
3. If you require it to be reported as SGC, this field should be blank.
Figure 6
> [!CAUTION]
>
> **Important Notes (Superannuation Fund)**
>
> If the 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 Default Employer Fund has been configured within your Org, follow the QRG Create Superannuation Fund - Default Employer Fund to create the necessary record to enable Payees to successfully nominate the Default Fund on their Payee Withholding Records - Superannuation.
>
> Although it is optional, it is recommended that the Super Membership Number be populated to eliminate delays when processing 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. Any other values will be validated against the populated Superannuation Fund.
9. 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.
10. 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.
Figure 7
> [!CAUTION]
>
> **Important Notes (Superannuation Fund)**
>
> 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.
11. 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.
1. If **Balance** is selected, all unallocated Super funds will be allocated to the Payee.
2. If **Distribution Fixed Amount** is selected, the related field will need to be populated with an amount.
3. If **Distribution Percentage** is selected, the related field will need to be populated with a percentage.
12. 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.
Figure 8
13. DO NOT populate the following fields. The system populates them automatically when an MVR is submitted (see Figure 9):
1. **Superannuation MVR Status**
2. **Superannuation MVR Details**
3. **Superannuation MVR Last Updated**
4. **Superannuation MVR Transaction Id**
14. Click on the **Save** button.
Figure 9
A new **AU SUPER Payee Withholding** record is now created (see Figure 10).
Figure 10
15. 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.
16. When complete, click on the **Save** button.
### Member Verification Request (MVR)
Membership Verification (MVR) is a new service that lets employers confirm a fund can accept a contribution before the first payment is made. You can raise an MVR from three places:
* **Payee Withholding Record page** — use the Verify Membership and Check Verification buttons to raise an MVR for a single record.
* **Payee Withholding List View** — the same buttons are available here to raise MVRs in bulk for selected records.
* **MVR Batch Operations** — the same buttons are available from App Launcher > MVR Batch Operations to raise MVRs in bulk for all records, rather than the ones you select.
Two buttons are available on both the Payee Withholding record page and the List View, and both are needed to complete the request:
* **Verify Membership** — sends the member verification request to SuperChoice for a single record or in bulk. Use this button first. It is enabled by default and is disabled once the request is submitted successfully.
* **Check Verification** — reads back the fund's response and writes the outcome to the record. It is disabled by default and becomes enabled once the MVR is submitted successfully using the Verify Membership button above.
> [!CAUTION]
>
> **Important Notes (Check Verification)**
>
> Verify Membership and Check Verification only function when the SuperChoice API is enabled on the Payment Entity. Check Verification also requires the Payee Withholding record to have an eligible MVR status with a transaction ID to function.
Step-by-step instructions for both methods follow below.
#### Verify Membership and Check Verification for individual records
1. Open a new or existing **Payee Withholding** record (see Figure 11).
Figure 11
2. Scroll to the Member Verification box on the right and click **Verify Membership** (see Figure 12).
Figure 12
3. In the confirmation pop-up, click **Verify** (see Figure 13).
Figure 13
4. A progress pop-up appears while the system processes the request. Wait until it completes (see Figure 14).
Figure 14
5. If successful, the MVR Status will change to **Sent** (see Figure 15). This can take up to 24 hours.
Figure 15
6. Confirm the **Check Verification** button is now enabled.
7. Wait for the Funds to respond. This can take up to 24 hours.
8. Click **Check Verification** once the response is available to read it (see Figure 16).
Figure 16
9. In the confirmation pop-up, click **Check** (see Figure 17).
Figure 17
10. A progress pop-up appears while the system processes the request. If successful, the status will change to **Completed**. (see Figure 18).
Figure 18
#### Verify Membership and Check Verification in bulk
1. On the **Payee Withholdings** tab, select the List View for Superannuation Withholding records (see Figure 19).
Figure 19
2. Tick the checkboxes next to the required Payee Withholding records and then click **Verify Membership** (see Figure 20).
Figure 20
3. In the confirmation pop-up, click **Confirm** (see Figure 21).
Figure 21
4. A job progress pop-up appears while the system processes the request. Wait until it completes (see Figure 22).
Figure 22
5. If successful, the MVR Status will change to **Sent** (see Figure 23). The fund can take up to 24 hours to respond.
Figure 23
6. Wait for the Fund to respond. This can take up to 24 hours.
7. Return to the screen once the response is available, and leave all rows unticked. Click **Check Verification** to read the Fund's response (see Figure 24).
Figure 24
8. In the confirmation pop-up, click **Check Verifications** (see Figure 25).
Figure 25
9. A job progress pop-up appears while the system processes the request. Wait until it completes (see Figure 26).
> [!CAUTION]
>
> **Important Notes (MVR List Views)**
>
> The package includes a set of List Views on the Payee Withholding object that filter records by MVR status. Use them to keep track of your MVR requests.
Figure 26
10. When the request finishes successfully, the status changes to **Completed** (see Figure 27).
Figure 27
**MVR Batch Operations**
Like the List View option, but it covers all eligible records rather than the ones you select.
Go to **App Launcher** > **MVR Batch Operations** and click Verify Memberships to raise MVRs for every eligible record at once. Click Check Verifications at any time to get the responses.
## Field Descriptions
| Field Name | Description |
| - | - |
| **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** | The date the Withholding is effective. Withholdings will not be calculated before this date. |
| **Employee** | 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** | 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** | The Payee record this Payee Withholding Record relates to. |
| **Sort Order** | The order in which contributions will be applied where a Payee distributes their Superannuation across more than one fund. |
| **Superannuation Fund** | The Superannuation Fund this Payee’s contributions will be directed to. |
| **Superannuation Fund Nomination** | The type of fund nominated by the Payee: - APRA or RSA Fund
- Default Employer Fund
- Self Managed Fund
|
| **Superannuation MVR Details** | Information relating to the pre-Member Verification Requests data validation(s) or the member verification request API send process. |
| **Superannuation MVR Last Updated** | The last time that an update was provided regarding the superannuation member verification request process. |
| **Superannuation MVR Status** | Indicates the current status of the Superannuation Member Verification Request, if applicable. |
| **Superannuation MVR Transaction Id** | A unique identifier that is generated for tracking the progress of this SuperStream Member Verification Request through the SuperChoice API. |
| **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** | The description of why this Payee is exempt from superannuation contributions. |
| **Super Membership Number** | 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 |
* First Published: 31 March, 2022
* Last Published: 30 September, 2026