Select Data

Pay Company

Select the pay company that you wish to produce the output for.

• A mandatory field.

• Displays a list of all pay companies relevant to the country that have been set up.

Provider

Select the provider that you wish to produce output for. This selection will affect the list shown in the Output Type.

• A mandatory field.

• The dropdown list only shows those providers where an entry has been applied to the Provider field in the Provider configuration. Click here to see how to set this up.

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.

• This field becomes enabled and is mandatory when a provider is selected.

• The dropdown list will display the available outputs that the system can generate for the provider.

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.

• This field becomes enabled when Contribution Schedule has been selected.

• Either this field or New Enrolments Contribution Due Date must be entered if a Contribution Schedule has been selected.

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.

• Enabled when Contribution Schedule has been selected.

• Either this field or New Enrolments Contribution Due Date must be entered if a Contribution Schedule has been selected.

• When a Payment Contribution Due Date has been selected, if there is a matching New Enrolments Contribution Due Date, auto populate with that selection. If there is no matching date, allow the user to select the required date.

• The combo list displays a listing of the unique New Enrolments Contribution Due Dates from the contribution schedule selected. Other criteria of the combo is:

  • It displays the list in descending order

  • The dates displayed is 3 months ahead of today’s date and 12 months behind of today’s date.

  • 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 a user wants to generate output for a particular pay period end date.

• If populated, disable Payment Contribution Due Date and Contribution Schedule

• Either this field or Payment Contribution Due Date must be entered

Scheme

Select 1 or many schemes to produce the selected files for.

• Enabled where Provider is selected.

• Displays the schemes for that provider that have the same Contribution Schedule.

• If left blank, this means all schemes within the provider that have the same Contribution Schedule.

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.

• 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.

Info Icon

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:

Enter a pay period end date if you want to produce output for a specific pay period end date or for new enrolments that have occurred for a period. Enter a Payment Contribution Due Date if you have multiple pay groups and pay periods with the same payment contribution due date or to include new enrolments over all the periods that have the same Contribution Due Date. For example, when running weekly payrolls, the contributions may not be needed to be paid until 22nd of the following month.