Creating superannuation benefit plans
- Select Benefits > Plans > Benefit Plans.
-
Click Create, and on the Main tab, specify this information:
- Type
- Select Defined Contribution.
- Benefit Plan
- Specify the name of the benefit plan and a description.
- Start and End dates
- Specify the plan start and end dates.
- Coverage Type
- Select No Coverage.
- Contribution Type
- Select Flat Contributions.
- Click the Eligible tab, and select the Covered check box.
- Specify the appropriate Benefit Group.
-
Click the Exports tab, and in the File
Selection section, select the Resource Benefits
Export check box.
Note: This enables the system to create a corresponding employee deduction export record to be used for interfacing to HRM.
- Click Save. The other tabs are activated.
- Click the Deductions tab, and select the Frequency Table.
- In the Amount: Employer field, select Deduction Code for Superannuation.
- Click the Entry Rules tab, and click Create.
-
On the Benefit Entry Rule screen, specify this
information:
- Coverage Class
- Select Employees.
- Rule Type
- Select Waiting Periods.
- Click the Initial Enrollment tab, select Start Date for Date Type, and click Save.
-
Click the Contributions tab, click
Create, and specify this
information:
- Coverage Class
- Select Employees.
- Contribution Tax Type
- Select No Contribution.
- Calculation Type
- Select Percent of Salary.
- Contributions: Employer
- Specify Percentage of Contribution.
- Additional Type
- Select the Other Amount, where the Superannuation contribution is mapped.
- Date Type
- Select Current.
- Click Save.