> ## 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 Superannuation Fund - Default Employer Fund

## Purpose

The purpose of this quick reference guide is to step through the process of creating Default Employer
Superannuation Fund records. The intended audience for this document is system administrators.

## Steps

### Create a Default Employer Fund record

To create a Default Employer Fund record, follow the steps below:

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

![Screenshot from QRG Create Superannuation Fund - Default Employer Fund](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund/qrg-create-superannuation-fund-default-employer-fund-pdf-0-figure-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=8d557810d2b346eef9c936e4229d35c1)

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

![Screenshot from QRG Create Superannuation Fund - Default Employer Fund](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund/qrg-create-superannuation-fund-default-employer-fund-pdf-0-figure-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=2a1f31a9f71384c49b88a5c2c99233a1)

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

![Screenshot from QRG Create Superannuation Fund - Default Employer Fund](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund/qrg-create-superannuation-fund-default-employer-fund-pdf-0-figure-3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=99c16ec9b4db6d99b31f02d904636990)

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

![Screenshot from QRG Create Superannuation Fund - Default Employer Fund](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund/qrg-create-superannuation-fund-default-employer-fund-pdf-1-figure-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=ab6108a2e4dd0d23a29b18451d37b6ee)

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.

![Screenshot from QRG Create Superannuation Fund - Default Employer Fund](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund/qrg-create-superannuation-fund-default-employer-fund-pdf-2-figure-5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=baf47862753d8443907d04dac1c8efe0)

> [!WARNING]
>
> A Superannuation Fund record with APRA and RSA Funds record type should be
> created prior to creation of this record, so that it can be populated in the Default
> Superannuation Fund field.

> [!WARNING]
>
> Default Employer Fund Category is a picklist field that can be configured by your
> System Administrator to distinguish various default Superannuation Funds for the same
> Payment Entity. The picklists can be created to best reflect the group of Payees who are
> covered by this default fund, and may be identified by location, role, worksite, Award, etc
>
> (i.e. Admin, Warehouse, Nursing Award, NSW, etc).

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

![Screenshot from QRG Create Superannuation Fund - Default Employer Fund](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/data-set-up-and-creation/qrg-create-superannuation-fund-default-employer-fund/qrg-create-superannuation-fund-default-employer-fund-pdf-3-figure-7.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=724fa4fe5b4e4c0873a7d47db39294e6)

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 ![Inline icon](https://docs.2cloudnine.com/images/icons/qrg-create-superannuation-fund-default-employer-fund-inline-3-1.png) that appears within fields when you move your
    cursor over the field.
11. When complete, click on the **Save** button.

> [!CAUTION]
>
> Superannuation Fund records CANNOT be deleted if they have related records or are
> used in other records. Deleting records is not recommended unless absolutely essential.

## Field Descriptions

**Fund Name** is the name of this Default Employer Superannuation Fund.

**Payment Entity** is the Payment Entity that the default fund relates to.

**Default Superannuation Fund** is the nominated default fund for the Payment Entity and Default
Employer Fund Category.

**Default Employer Fund Category** For Payment Entities with multiple default funds, this allows different
default funds to be applied to different areas based on the category set on the Payee.

**Status** is the current status of the Superannuation Fund record.

## Further Information

| Document | Document Type | Description |
| - | - | - |
| QRG Create a Payee record | Task Instructions | How to create a Payee Record |
| QRG Create Payee Withholdings - AU Super | Task Instructions | How to create Superannuation Payee Withholding Records |
| QRG Create Superannuation Fund - APRA and RSA Funds | Task Instructions | How to create APRA and RSA Superannuation Fund Records |
| QRG Create Superannuation Fund - Self Managed | Task Instructions | How to create Self Managed Superannuation Fund Records |