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).
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.

⚙️ 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. Before the SMSF can sync, you must manually replace the existing regulated fund record in EH Payroll with the Self-Managed Super Fund (SMSF) details. Ensure the self-managed fund name in EH Payroll exactly matches the name entered in HiBob. The fund name must be identical in both systems for the SMSF to sync successfully.

• If the employee is being synced for the first time to EH, 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 (100%) will be allocated to the first fund.