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.

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

Clicking this button pre-fills the details, and employees only need to fill in their superannuation account number.

Setup

Back to the Setup > Financial menu option, you'll see the Superannuation defaults fields.

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