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This is the point at which you need to define the output type you want (there could be different outputs for a provider) and the data that you want included.
Click in the list below to see a description of all the selection criteria
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| title | Click here to view a description of all the selection criteria |
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Field | Description | Rules |
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Select Data | Pay Company | Select the pay company that you wish to produce the output for. | | Provider | Select the provider that you wish to produce output for. This selection will affect the list shown in the Output Type. | | Output Type | Displays a list of outputs relevant to the provider selected. If there are multiple types of files, you will need to go through this process for each type of output you need to produce: you cannot select multiple output types at the same time. | | Contribution Schedule | Displays a list of active contribution schedules. The purpose of the contribution schedule is that contributions are usually sent to the provider once a month and so there will be multiple weeks for a particular contribution payment date. The system will automatically pick up all the relevant contributions. However, if you wish to only produce a contribution output for a particular period, the Pay Period End Date can be used instead. | This field becomes enabled if the Output Type selection contains contribution data. If the output type is for member information only, the contribution schedule is not required. If populated, the Pay Period End Date field becomes disabled. If the Pay Period End Date is entered instead, the Contribution Schedule field is disabled.
| Payment Contribution Due Date | Once the Contribution Schedule is selected, you need to select the contribution due date to collate the contributions that are linked to that due date. | | New Enrolments Contribution Due Date | If you select a Payment Contribution Due Date and you click tab, the system will automatically pick the new enrolments contribution due date with the same date that needs to be included in the file output. It is anticipated that the new enrolments contribution due dates will coincide with dates set in contribution due date in the schedule. For example if a contribution due date is set as 22/06/2023 and the new enrolments contribution for the same pay period is set as 22/07/2023, there will be a contribution due date of the 22/07/2023. However, it is possible to select a different date in this field to output the delayed contributions that are linked to this date. |
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It displays the list in descending order
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It will auto scroll to the New Enrolments Contribution Due Date where today’s date falls between a start and end date of a contribution schedule period.
Pay Period End Date | A field to enter the pay period end date. This is for the selection of New Enrolments or if |
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you want to generate output for a particular pay period end date rather than for a schedule date which could contain multiple periods. | |
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the Payment Contribution Due Date, New Enrolments Contribution Due Date and Contribution Schedule will become disabled. Either this field or Payment Contribution Due Date must be entered
| Scheme | Select 1 or many schemes to produce the selected |
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It displays the schemes for that provider that have the same Contribution Schedule. If it is left blank, this means all schemes within the provider that have the same Contribution Schedule will be included in the data selection.
| Pay Group | A field to select 1 or more pay groups that has the same frequency as the contribution schedule or has the same Pay Period End Date in the pay period details. |
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This is enabled when Contribution Schedule or Pay Period End Date is populated If left blank, this means all pay groups within the pay company that has the same frequency as the selected contribution schedule or has a matching Pay Period End Date
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Info Icon
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An info icon added to Pay Period End Date field to add details about what the user should select.
Display the following when hovered over:
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At the point you have entered your data selection, Click on the Next button. This will collate all the relevant data.