This Knowledge Article provides guidelines on how to create a new CBUS Superannuation fund for an Employee.

Create a new Employee

1. Open the Client's Accounting system and go to the Employee record
2. Log into the Client's CBUS Portal
3. Click on Access Cbus Clearing House
   
   è  You will be redirected to the QuickSuper Portal
   
   
   
   
4. Click on Manage Employers
5. In the next screen click on the Client's Business Name
6. Click on the [Employees] Tab
7. Click on [Create New Employee]
   
   è The Add Employee screen opens
   
   
   
   
8. Enter the Employee's details and the Employment Details
   
   è  Employment Details
   
   
   
9. Click on [Save]
   
   è  The Add Fund Membership screen opens
   
   
10. Click on [Use Default Fund]
    
    è  The Employee Details - Fund Membership screen opens
    
    
    
    
11. Select the option: I don't have a member ID for this employee's fund
12. Click on [Add Fund Membership]
    
    è  Quick Super will send a request to CBUS to create a new super account for the Employee

Retrieve the new Member ID and assign it to the Employee

The new Member ID should be generated within 2-3 Days

1. Return to the QuickSuper Portal via the Client's Cbus portal
2. Go to Reports > Daily Reports
   
   è  The Quick Super Daily report screen opens
   
   
   
   
3. Click on [Search] 
4. Check if you have received a recent Super Stream csv report
5. If you did, download the csv file and open it
6. Go to the last column, where you will find the Returned Member ID
   
   
   
   
7. Copy the Member ID
8. Go back to the QuickSuper Portal and go to Employers > View Employers
9. Click on the Client's Name and then select the [Employees] Tab
10. Click on the Employee's name from the list
11. Select the [Fund Memberships] Tab
12. Click on CBUS
13. Click on [Change Member ID]
    
    è  The Employee Details - Fund Membership screen opens
    
    
    
    
14. Paste the Member ID and Click on [Save]
15. Add the new Superfund and Member details to the Employee's Contact record in the Client's Accounting/Payroll system.