Employer Superannuation Supplement Document Format AU Only

Description

A new document format type called Employer Superannuation Supplement is now available in Agency Portal > Maintenance > Portal Maintenance > Document Formats to allow creation of document templates for that define the layout and content of supplementary documents, which can be automatically generated and delivered with payslips, that show a detailed breakdown of a payee's superannuation accruals.

Employer Superannuation Supplement documents show a payee's superannuation accruals for the payslip period, as shown on the payslip itself, but also for the current contribution period to date for each fund to which a payee has accrued superannuation and therefore allow a payee to track their superannuation accruals for an entire contribution period.

If the payee has had a superannuation accrual transferred from one fund to another during a contribution period into which the payment date of the payslip falls, transfer in and transfer out transactions are shown to identify the amount that was transferred and the source and target funds between which the transfer occurred.

The document also shows the payee's total accruals for the current contribution period for each superannuation fund and policy number combination.

An Employer Superannuation Supplement document will only be generated along with a payee's payslip if an Employer Superannuation Supplement format is included in the document format group that applies to the payee.

Benefits

This enhancement provides payees with additional information about how their superannuation was accrued and will therefore help reduce the number of superannuation-related queries that payroll offices receive.
This enhancement also compliments the enhancements that have been made to how superannuation accruals are reported on payslips and the introduction of the Superannuation Accruals report. For more information, see Superannuation Accrual Report and Payslip Superannuation Enhancements.

Configuration

An Employer Superannuation Supplement format can be created in Agency Portal > Maintenance > Portal Maintenance > Document Formats by selecting a document type of Supplementary Document and a Format Type of Employer Superannuation Supplement in the document settings, as shown below.

An example of the document that is generated using the default format is shown below.

Each of the format components that are highlighted in sample format above are described in the table below.

Component	Description
Heading	Displays a text label that acts as the heading on the document. By default, the heading label is set to Employer Superannuation Supplement.
Logo	Displays the logo of the pay company that is issuing the document. Note: when a new format is created, a logo must be selected and added manually.
Payee Details	Displays the company details of the payee to whom the document is issued. By default, the following details are displayed: payee name payee address
Pay Company Details	Displays the details of the pay company that is issuing the document. By default, the following details are displayed: pay company trading name pay company corporate identity number pay company address pay company phone number pay company email address.
Document Header Details	Displays document details. By default, the following details are displayed: pay batch number to which the document corresponds office code of the agency office to which the enquiries about the document should be referred date on which the document is generated page number.
Payslip Details	Displays the details of the payslip to which the document corresponds. By default, the following details are displayed: payee number payee name pay period end date of the payslip period payment date of the corresponding pay batch from which the payslip and the supplementary document were created.
Payslip Super	Displays details of the payee’s employer superannuation accruals for the payslip period to which the document corresponds. By default, the following details are displayed: name of the superannuation fund against which an accrual occurred payment date of the pay batch in which the accrual occurred to the listed fund payee’s policy number with the listed fund Superannuation Product Identification Number (SPIN) that identifies the specific superannuation product associated with the listed fund contribution type that was accrued to the listed fund (i.e. Super Guarantee, Award, Employer Additional) amount accrued to the listed fund in pay the pay period to which the payslip corresponds amount accrued to the listed fund for the current calendar month-to-date. amount accrued to the listed fund for the current contribution period to date amount accrued to the listed fund for the current financial year to date.
Contribution Period Details	Lists each employer superannuation transaction (accruals and transfers) for the payee during the current superannuation contribution period. Note that if a payee accrues employer superannuation to multiple funds, each fund may have different contribution periods. The current contribution period for a given fund is the period into which the payment date of the pay batch, to which the document corresponds, falls into. By default, the following details are displayed: name of the superannuation fund against which an accrual or transfer occurred payment date of the pay batch in which an accrual occurred or the date on which a transfer occurred payee’s policy number with the listed fund Superannuation Product Identification Number (SPIN) that identifies the specific superannuation product associated with the listed fund contribution type (i.e. Super Guarantee, Award, Employer Additional) that was accrued to the listed fund or, where the listed transaction represents a transfer between funds, the contribution type is shown as Transfer the amount accrued to the listed fund on the payment date or the amount that was transferred to or from the listed fund during the current contribution period date range of the current contribution period for the listed fund. Each time the document is printed/generated, the Contribution Period Details section updates based on any superannuation transactions that might have occurred for the corresponding contribution period since the payslip was originally generated.
Contribution Totals	Displays accrual totals for the current contribution period to date for each fund to which the payee has accrued employer superannuation. By default, the following details are displayed: name of the superannuation fund against which an accrual occurred payee’s policy number with the listed fund Superannuation Product Identification Number (SPIN) that identifies the specific superannuation product associated with the listed fund date range of the current contribution period for the listed fund amount accrued to the listed fund since the start of the current contribution period to date. Each time the document is printed/generated, the Contribution Totals section updates based on any superannuation transactions that might have occurred for the corresponding contribution period since the payslip was originally generated.

Once an Employer Superannuation Supplement format has been created, it must be assigned to a pay document format group so that an Employer Superannuation Supplement document can be automatically generated whenever payslips are generated.