You can use Migrate Funds in the Superannuation Funds form (MPPP2152) to migrate employees from one superannuation fund to another, such as when a fund name or USI has changed
Migrate a superannuation fund
- Go to Superannuation Funds.
- Select Migrate Funds.
- In the migration window:
- Select the From Fund.
- Select the To Fund.
- Complete the migration.
Can't migrate a superannuation fund?
If a superannuation fund is associated with payments that are still being processed, you may receive the following error:
"Fund is assigned to payments that are being processed in a Superannuation Batch, migration can only be done when there are no payments being processed."
You can only migrate a fund when there are no superannuation payments being processed. Before retrying the migration, ensure that:
- All super batch payments have been authorised. After a batch is authorised, payment processing can take several days.
- All super batches have a finalised status:
- Paid for SAFF super batches.
- Completed for Pay Super batches.
Need to process payroll before the batch is finalised?
If you need to process payroll before the current super batch has been completed, manually update the affected employees' Standard Pay records to use the new super fund, then process the pay run as normal.
For weekly payrolls, make this change after the current super batch is finalised and before the next super batch is processed.
If a batch remains in Processing Payment for more than 7 business days:
- Open the super batch.
- Select Check Status.
- If the status still doesn't update, contact Support for further investigation.
The superannuation fund can't be migrated until the batch has been finalised.