Financial Configuration

Here you are able to set up a default superannuation fund for employees. This default superannuation fund will appear within each employee's Financial section as a button which says Default fund:

Default Refund

When this button is hovered over, the default fund you have set up will appear for them.

Clicking this button pre-fills the details - all which is left is for the employees to fill in their superannuation account number.

Superannuation

Setup

Back to the Setup > Financial menu option, you'll see the below screen:

Superannuation defaults

Fill in the Fund name, and USI (or legacy SPIN if required) and save. This will then appear for the employee.

Note: This is set up at a company level, appearing for all employees within your WFM company.

General Notices