Let's talk about adding new funds
Where you need to add a new fund for an employee which they have never contributed to before, the base recommendation is that you ask and employee to make their choice through the benefits screens in Flare. This way they can make a legitimate choice of fund and sign their super choice declaration all in one go.
However the reality is at times, you may need to add a fund because an employee either has instructed you in writing what to choose and may not have access to a computer or internet to do so, or hasn't advised you in time for onboarding...
If he employee is with you, you will go to the Payroll Set Up Maintenance Screen, and that is the preferred way of doing this as to ensure you are compliant - as you should not be completing super choice on behalf of employees and submitting their declaration.
However if they have advised you in writing and the employee is not handy, you should do this set up via batch upload functionality.
How do update via Payroll Maintenance screen:
Menu: Flare> Employees>Payroll SetUp>Setup Pay
Go to the Super Tab and click on 'Change Fund'
Once you've done that you can follow the simple steps of:
Adding to default fund if you've attempted to ask the employee to nominate but has not responded or the employee has instructed you to choose the default fund.
Setting up a fund that isn't the default or a Self Managed Super Fund (SMSF).
Once you've completed all the information, you press save.
Once you've created a fund, this will default as the employee's SGC Fund.