Dayforce comes preconfigured with the workflow Australian Superannuation Approval Workflow in Workflow Administration > Workflow Designer for processing the Superannuation Standard Choice form. The following is the diagram for this workflow:
The Fund Exists? Condition node at the beginning of the workflow evaluates whether the super fund recorded in the form already exists as a payee in Payroll Setup > Third Party Payee. For APRA funds and retirement savings accounts (RSAs), Dayforce checks if there is a payee record with the same ABN and unique superannuation identifier (USI). For self-managed super funds, it checks if there is a payee record with the same ABN and electronic service address (ESA).
This Condition node includes the following expression:
IsSuperfundExistInPayee()
If the fund is already recorded in Payroll Setup > Third Party Payee, no approval is needed and the workflow continues to the Process node. However, if the fund isn’t recorded, the workflow continues to a Routing node, and then to the Decision node for approval by the employee’s manager.
Note: If you need the workflow to route the approval request to different recipients or additional recipients, you can create a copy of this workflow and configure the Routing node as needed. You can then assign the Superannuation Standard Choice form to use the custom workflow instead of the system workflow in Workflow Administration > Role Privileges.
For more information on configuring workflows for use with the Superannuation Standard Choice form, see the following: