Overview

This article explains how super fund information syncs between HiBob and EH Payroll, and outlines key considerations when updating or replacing super funds (regulated or self-managed).

🔄 How the Sync Works

EH Payroll retrieves super fund information from HiBob based on the USI (Unique Superannuation Identifier) — not the fund name.
To ensure accurate syncing:

• Always use the correct USI code in HiBob.

• Regularly review and update USI codes to keep fund details consistent between systems.

• If any issues occur, contact EH Payroll Support for assistance.

⚙️ Updating or Replacing Super Funds

1. Replacing a Regulated Fund with Another Regulated Fund

If a regulated fund is already syncing and you want to replace it with a new regulated fund:

• Update the fund details (including the USI) in HiBob.

• During the next sync, EH Payroll will automatically overwrite the old fund details with the new regulated fund information.

• No manual action is required in EH Payroll.

2. Replacing a Regulated Fund with a Self-Managed Super Fund (SMSF)

If you need to change from a regulated fund to a Self-Managed Super Fund (SMSF):

• Set the USI to “SMSF” in HiBob.

• The regulated fund will not be automatically removed from EH Payroll — you must manually delete the regulated fund record in EH Payroll before the SMSF will sync.

• If the employee is being synced for the first time, no manual deletion is required — the SMSF will sync directly.

• After syncing, complete the additional SMSF details (such as bank account, ESA, etc.) directly in EH Payroll, as SMSFs require extra setup information.

3. Replacing an SMSF with a Regulated Fund

If you are switching from an SMSF to a regulated fund:

• Update the USI in HiBob to match the new regulated fund.

• EH Payroll will validate the USI and automatically replace the SMSF with the regulated fund during the next sync.

• No manual action is required in EH Payroll.

➕ Adding Multiple Super Funds

You can add more than one fund for an employee. The allocation will follow these rules:

1. One fund: Allocated 100% of contributions.

2. Two funds:

   • The second fund will receive a fixed amount.

   • The remainder (to total 100%) will go to the first fund.

3. Three funds:

   • The second and third funds will each receive a fixed amount.

   • The remainder will be allocated to the first fund.