In this section you will learn how to record your employee’s personal and superannuation information. The information you capture will be included in the remittance/message data that is sent to the superannuation fund.
Important: Ensure that the information you enter is accurate. If you are uncertain of the information you will need to check with your employee.
Step 1: Select Employees from the menu.
This screen will contain a summary of all employees that you have entered into ClickSuper. The first time you log into ClickSuper this screen will be empty. As you enter your employee details a summary of the information will be displayed on this screen. You can access further information about each employee by selecting their name from the grid.
Step 2: To start entering your employee details select Select the NEW icon
Step 3: When the NEW dialog appears click on the EMPLOYEE icon
The employee Details input screen will appear
Figure 12 - Employee
The Add / Edit Employee screen will open. In this section you will need to enter all details about each employee you intend to process superannuation contribution for. The mandatory information for this screen is:
Date of Birth
Address Line 1
Date Joined Company
Either one (1) phone number is required Home Number, Work Number and/or Mobile Number
TFN (Tax File Number) - If you supply the TFN this will assist with timely contribution processing for your employee by the superfund.
Step 4: Click the Save icon
Click here for Step 2 Selecting your employee's deductions (fund) details