Changes to Employee Superannuation Details in Xero

When you are required to change the superannuation details for an employee, either through a data entry error or when an employee opens a new super fund, the following steps should be taken:

Go to Payroll > Employees > click on the employee > Employment tab > click on the old super fund > update to the new super fund > enter the new employee number > OK > Save.

Do not add a new super fund line under the employment tab.

This will ensure that any accruals from a payrun posted prior to being notified of the change in super details will be updated, allowing Xero's Auto Super to make the payment to the new super fund.

A final check will be to run a "Superannuation Accruals" report to confirm that the old accruals have updated.