Super — Default fund (Beam) & member number¶

Manual test plan for the company default super fund flowing between Payroll settings and Beam, and for the employee member number on the Employer-default fund type. Read How testing works first.

This covers three connected behaviours:

Prefill — the default fund you set in Payroll settings is pre-filled into the Beam onboarding portal.
Import back — a default fund you create/nominate inside Beam is copied back into Payroll settings automatically.
Member number — for an Employer-default employee the fund member number is editable, and a fund-issued number is kept (not wiped) when you edit super details.

Beam UAT only

Use the Beam UAT (test) environment. Never register a real business or send a real payment. Setting up a default fund with Beam happens inside Beam's hosted onboarding portal — confirm it is the UAT portal before entering anything.

How the default fund is set in Payroll settings

The company's super funds and the Default super fund picker live in Payroll → Settings → Super Funds. The mechanics of adding a fund and setting the default are covered in Pay setup — Super funds (F1/F4). This plan checks how that default fund travels to and from Beam.

You will need: a test company with business bank details; the ability to add company super funds in Payroll settings; two super funds set up so you can pick which is the default; a second company that has no default fund set (to test importing one from Beam); at least one employee whose super fund type is Employer default; and a developer on hand for the 🔧 cases.

A. Precondition — set a company default fund¶

A1 — Set two funds and designate one as the default¶

Steps 1. Go to Payroll → Settings → Super Funds. 2. Add two different super funds (each with a name, ABN and USI). Note their USIs. 3. In the Default super fund picker, choose the second fund (the newer one) as the default. Note which fund you picked.

✅ Pass if both funds are saved and the picker shows "Default super fund updated" with your chosen fund selected. You now have a designated default that is not the oldest fund — this matters for B1.

❌ Fail if the default can't be set or doesn't stick after reload — 🟠 Major.

B. Default fund pre-filled into Beam registration¶

The fund you designated as default should be the one pre-filled into Beam — not just whichever fund was added first.

B1 — The designated default fund is pre-filled into Beam¶

Steps 1. With the designated default from A1 in place, connect the company to Beam (or use Re-register) — see Connect Beam (A4). 2. In the Beam UAT onboarding portal, go to the employer / default fund section.

✅ Pass if the default fund is pre-filled with the USI of the fund you designated in A1 — the second/newer fund — not the first fund you added.

❌ Fail if the pre-filled USI is a different fund than the one you designated (e.g. it shows the oldest fund's USI) — 🟠 Major. (Wrong default fund can route contributions to the wrong fund — treat a confirmed wrong-fund prefill as 🔴 Blocker.)

B2 — No designated default falls back to a fund you have¶

Steps 1. In Payroll → Settings → Super Funds, clear the Default super fund picker (leave the funds themselves in place). 2. Connect / re-register to Beam and open the default-fund section of the portal.

✅ Pass if the default-fund section is still pre-filled with one of your funds' USIs (it falls back to an existing fund) rather than being empty.

❌ Fail if the section is empty even though the company has super funds — 🟠 Major.

B3 — No funds at all → nothing pre-filled (ready to create one in Beam)¶

Steps 1. Use a company that has no super funds in Payroll settings. 2. Connect / re-register to Beam and open the default-fund section.

✅ Pass if no default fund is pre-filled and Beam lets you enter your own default fund or apply to open a new one in its portal. (This sets up C1.)

❌ Fail if the portal errors or blocks you because no fund was pre-filled — 🟠 Major.

B4 — A fund with no USI isn't pre-filled 🟡¶

Steps 1. In Payroll settings, set the Default super fund to a fund whose USI is blank. 2. Connect / re-register to Beam and open the default-fund section.

✅ Pass if nothing is pre-filled for the default fund (an empty USI is not sent) and you can complete it in the portal — no crash.

❌ Fail if the portal errors, or a blank/garbage USI is pushed through — 🟡 Minor.

C. A Beam-created default fund is imported back to Payroll settings¶

When you set up or nominate a default fund inside Beam, it should appear in Payroll settings automatically — you shouldn't have to re-type it.

C1 — A default fund created in Beam appears in Payroll settings¶

Steps 1. Use the company from B3 that had no default fund. 2. In the Beam onboarding portal, nominate or open a default fund (whatever the UAT portal offers), then finish onboarding so it returns to the callback page (see Connect — callback (D1)). 3. When you're back in the app, open Payroll → Settings → Super Funds.

✅ Pass if the default fund you set up in Beam now appears as a super fund row (with its fund name and ABN filled in where available, and its USI), without you having typed it, and it is set as the Default super fund.

❌ Fail if the Beam default fund does not appear in Payroll settings after onboarding (you'd have to re-enter it by hand) — 🟠 Major.

C2 — A toast confirms the import and the list refreshes on its own¶

Steps 1. On returning from Beam (the callback page) in C1, watch for messages, then open Payroll → Settings → Super Funds without a manual refresh.

✅ Pass if a toast such as "Imported your default super fund into Payroll settings" appears on the callback, and the Super Funds list already shows the new fund when you open Settings (no hard reload needed).

❌ Fail if you must reload the page before the imported fund shows — 🟡 Minor.

C3 — Importing doesn't create a duplicate¶

Steps 1. Ensure the Beam default fund's USI already exists as a super fund in Payroll settings. 2. Complete onboarding / Re-register again so the import runs a second time. 3. Open Payroll → Settings → Super Funds.

✅ Pass if the fund is not duplicated — the existing fund (matched by USI) is left as-is and no second copy is created.

❌ Fail if a duplicate super fund row appears for the same USI — 🟠 Major.

C4 — Importing doesn't overwrite a default you already set¶

Steps 1. On a company that already has a Default super fund chosen in Payroll settings, complete a Beam onboarding that returns a different default fund. 2. Open Payroll → Settings → Super Funds.

✅ Pass if the Beam fund is added to the list, but your existing Default super fund choice is unchanged (the import only sets the default when you hadn't chosen one).

❌ Fail if the import silently changes your designated default fund to the Beam one — 🟠 Major.

C5 — Import still works when the fund name/ABN can't be looked up 🔧 Needs developer setup¶

Steps 1. Ask a developer to make Beam return a default fund whose USI can't be resolved to a name/ABN. 2. Complete onboarding and open Payroll → Settings → Super Funds.

✅ Pass if the fund is still imported (so the USI is captured) with a placeholder name like "Default fund (USI …)" and a blank ABN, and you're nudged to complete its details before it's used.

❌ Fail if the import is silently skipped, or crashes, when the name/ABN can't be resolved — 🟠 Major.

C6 — A failed import never blocks connecting 🔧 Needs developer setup¶

Steps 1. Ask a developer to make the default-fund import fail (e.g. Beam participant fetch errors) during the onboarding callback. 2. Complete onboarding.

✅ Pass if the company still finishes as Connected/Registered and the callback shows success — the fund import is best-effort and its failure does not break the connection.

❌ Fail if an import error leaves the company stuck as Setup incomplete or shows the connection as failed — 🟠 Major.

D. Member number for Employer-default employees¶

For an Employer-default employee the fund issues a member number after the first payment. It should be visible and editable, and never wiped by an unrelated super-details save.

D1 — The member number field is visible and editable¶

Steps 1. Open Payroll → Employees → [an Employer-default employee] → Super tab → Edit. 2. Choose fund type Employer default and select a company fund.

✅ Pass if a Member Number field is shown and is editable, with helper text explaining the fund fills it in automatically after the first super payment and that you may enter it if you already have it. It is optional — you can save without it.

❌ Fail if the Member Number field is missing, or read-only/disabled, for an Employer-default employee — 🟠 Major.

D2 — A typed member number saves and persists¶

Steps 1. On the same Employer-default employee, type a Member Number, then Save. 2. Re-open the Super tab / Edit panel.

✅ Pass if the member number is saved and still shown when you re-open — it isn't blanked out.

❌ Fail if the member number is empty after saving and reopening — 🟠 Major.

D3 — Switching the fund type to Employer default keeps a typed number¶

Steps 1. In the Edit Super panel, type a Member Number, then switch the fund-type radio to Employer default (and back if needed).

✅ Pass if the number you typed stays in the field when Employer default is selected (switching to Employer default clears fund ABN/USI/ESA/bank fields, but not the member number).

❌ Fail if selecting Employer default wipes the member number you typed — 🟡 Minor.

D4 — A fund-captured member number survives a later super edit 🔧 Needs developer setup¶

Steps 1. On an Employer-default employee with no member number yet, ask a developer to send a Beam member-response carrying a new membership number (code SUPER.GEN.CNTRBTN.1) — see Connect — member-number capture (E7). 2. Confirm the number now shows on the employee's Super tab. 3. Make an unrelated change on the Super tab (e.g. change the SG rate or the selected company fund) and Save. 4. Re-open the Super tab.

✅ Pass if the fund-captured member number is still present after the unrelated save — editing super details does not wipe a number the fund issued.

❌ Fail if saving super details clears the captured member number (future contributions for this member would have to re-register) — 🔴 Blocker.

D5 — First contribution for an Employer-default employee with no member number 🔧 Needs developer setup¶

Steps 1. On an Employer-default employee with a company fund but no member number, lodge their first super contribution to Beam (UAT) — see Contributions. 2. Ask a developer to return the fund's member-response (SUPER.GEN.CNTRBTN.1) with a membership number. 3. Re-open the employee's Super tab.

✅ Pass if the first contribution is allowed to go out without a member number (Employer-default doesn't require one up-front), and the fund-issued number is then captured back onto the employee for next time.

❌ Fail if the first contribution is blocked for a missing member number, or the returned number isn't captured — 🟠 Major (blocked) / 🔴 Blocker (not captured — repeat registration loop).