How to Process a SuperStream Batch

Before you attempt to create and process a SuperStream batch, make sure you know the following information that will be required to create the batch:

the pay company that will be remitting superannuation contributions
the superannuation fund or funds to which contributions will be remitted
the contribution period for which contributions will be remitted
the SuperStream service provider who will forward on the contributions to the fund or funds.

Processing a SuperStream batch is a multi-stage process that involves the following:

creating the SuperStream batch
checking the contribution information
specifying the payment information
closing the batch and download the superannuation contribution file.

The procedure for carrying out each of these stages are describe below.

How to Create a SuperStream Batch

To create a SuperStream batch, follow the procedure below.

How to Create a SuperStream Batch
	Navigate to Payroll > Pay Process > SuperStream. The SuperStream screen opens.
2.	Click Add +. The SuperStream Batch - Initial screen opens.
3.	In the Pay Company field, select the name of the pay company that is to remit superannuation contributions.
4.	In the Contribution Payment Period field, select the superannuation payment period for which superannuation contributions are to be remitted.
5.	In the Service Provider field, select the SuperStream service provider to whom the contribution file, which will be generated as a result of processing the SuperStream batch, will be sent for processing. If the service provider you selected handles contribution remittance only but does not facilitate payment of contributions, the Remittance Only field displays a tick to indicate that superannuation contributions will need to be paid directly to the fund(s) included in the batch before the batch can be closed and the superannuation contributions file can be generated and downloaded.
6.	In the Payment Period field, select the specific payment date range for which superannuation contributions are to be remitted. Superannuation contributions cannot be remitted if all of the superannuation contributions linked to a payment period have already been remitted in a prior SuperStream batch. If this is the case, there will be no date ranges listed in the Payment Period field and you will be unable to create the SuperStream batch as there is nothing to be remitted.
7.	Search. A list of funds against which superannuation has been accrued for the selected payment period are displayed in the Superannuation Fund list. A tick is displayed next to each listed fund to indicate that, by default, each of the listed funds will be included in the batch.
8.	If you do not want any of the funds, which are listed in the Superannuation Fund list, to be included in the batch, click on the check box next to the fund name to clear the tick. Otherwise, skip this step if you want to remit superannuation contributions to all of the listed funds in the one superannuation contribution file.
9.	Click Next. If there are no open pay periods with an end date that falls within the payment period of the batch, a new batch is created with a status of Open and the SuperStream Batch - Contribution Information screen opens. You can proceed to check contribution information (for more information, see How to Check the Contribution Information below). If there are open pay periods with an end date that falls within the payment period of the batch, a warning message is displayed prompting you to confirm whether the batch is to be created anyway. Continue on to step 10.
10.	On the warning message, click Yes if you want to continue creating the batch despite there being open pay periods that fall within the payment period of the batch or click No to cancel creation of the batch. A SuperStream batch will only include superannuation contributions that have been accrued for the selected payment period up until the point at which the SuperStream batch is created. Therefore, if there are open pay periods that fall within the payment period of the SuperStream batch but you choose to continue to create the SuperStream batch anyway, there may be further superannuation contributions accrued for the selected payment period which will not be included in this SuperStream batch. However, you can create another SuperStream batch at a later time, after all corresponding pay periods have been closed, to capture any of the additional contributions that were not included in an earlier SuperStream batch. Alternatively, you can choose to cancel the creation of the SuperStream batch until all of the corresponding pay periods have been closed. This will prevent the need to process multiple SuperStream batches for the same payment period. If you choose to cancel the batch, the warning message closes and the batch is not created. If you choose to continue with the creation of the batch, the warning message closes, a new batch is created with a status of Open and the SuperStream Batch - Contribution Information screen opens. You can proceed to check contribution information (for more information, see How to Check the Contribution Information below).

How to Check the Contribution Information

To check the contribution information, follow the procedure below.

How to Check the Contribution Information
	In the header of the SuperStream Batch - Contribution Information screen, refer to the Pay Company, Payment Period and Contribution Grand Total fields to check that the correct pay company and contribution payment period have been selected and the that total contribution amount is correct.
2.	In the Superannuation Funds field, check the list of funds to make sure that the correct funds has been included in the batch.
3.	Click Report. The SuperStream Batch Report opens.
4.	Review the SuperStream Batch Report to check the information that will be written the superannuation contribution file when this SuperStream batch is closed. The SuperStream Batch Report shows a list of the payees who have accrued contributions to each fund for the payment period of the SuperStream batch. For each payee that is listed, the report breaks down the payee's contribution amounts by contribution types. Superannuation Guarantee Amount This includes any employer superannuation contribution amounts that contribute to the legislated superannuation guarantee (SG) amount. This includes any contributions that resulted from gross deductions from the payee's gross earnings that contributed to the SG amount. Any employer superannuation contributions that were accrued under an award that overrode the SG requirements are not included in this amount. Such contributions are included in the Award Amount column instead. Award Amount This includes any employer contribution amounts that were accrued under an award or agreement that overrode the SG amount. Personal Amount This includes any contribution amounts that were accrued as a result of deductions from the payee's net earnings. Salary Sacrifice Amount This includes any contribution amounts that were accrued as a result of deductions from the payee's gross earnings under a salary sacrifice arrangement and did not contribute to the SG amount. Employer Voluntary Amount This includes any employer superannuation contribution amounts that contributed over and above the legislated SG amount. The report also shows contribution totals by payee, by fund and a grand total contribution amount for the entire batch.

If there are any discrepancies in the contribution information and therefore you do not want to remit the contributions in this batch until the discrepancies are fixed, you can cancel the batch by clicking Cancel at the top of the SuperStream Batch - Contribution Information screen.

If there are no discrepancies in the contribution information, you can proceed to close the batch or you can proceed to the payment details stage of the batch, depending on whether the SuperStream service provider for this batch facilitates payment of the contributions. If the service provider facilitates remittance of contributions only, the Next button will be enabled at the top of the SuperStream Batch - Contribution Information screen to indicate that you must proceed to the next stage of the batch process before the batch can be closed (for more information, see How to Specify the Payment Information below).

If the SuperStream service provider for this batch facilitates the payment of contributions as well, the Close Batch button will be enabled at the top of the SuperStream Batch - Contribution Information screen to indicate that the batch can be closed (for more information, see How to Close the Batch & Download the Contribution File below).

How to Specify the Payment Information

To specify the payment information, follow the procedure below.

How to Specify the Payment Information
	At the top of the SuperStream Batch - Contribution Information screen, click Next. The SuperStream Batch - Payment Information screen opens, showing the total contribution amount that must be paid to each fund that is included in the batch.
2.	Note down the amount that needs to be paid to each fund, as shown in the Payment Amount field.
3.	Make the necessary payments to each of the funds via electronic banking. Make sure that you take note of the following information when making each payment: the payment method you used (BPay, direct debit, direct credit) the date on which the payment was made (not required for direct debit transactions) the payment number or customer reference number that identifies the entity making the payment the BPay biller code that identifies to whom the payment was made (for BPay transactions only).
4.	On the SuperStream Batch - Payment Information screen, select the payment method, payment date (if applicable) and key in the payment/customer reference number and BPay biller code (if applicable) against each fund.

Once you have specified the payment details against each fund that is included in the batch, you can close the batch and generate the superannuation contribution file, which can be then be sent to the service provider for processing (for more information, see below).

How to Close the Batch & Download the Contribution File

To close the batch and download the contribution file, follow the procedure below.

How to Close the Batch and Download the Contribution File
	At the top of the SuperStream Batch - Contribution Information screen or the SuperStream Batch - Payment Information screen, click Close Batch. A confirmation message is displayed, prompting you to confirm the closing of the batch.
2.	To confirm closing of the batch, click Yes. The confirmation message closes. The status of the batch changes to Closed and a message is displayed to prompt you to download the contribution file.
3.	If you want to download the contribution file, click Yes. Otherwise, click No if you do not want to download the contribution file at this time. If you click No, the prompt message closes and the contribution file is not downloaded. No further action is required. If you click Yes, the file is downloaded to the default download location on your device and a download icon is displayed in the task bar at the bottom of the screen, as shown in the example below. Continue on to step 4.
4.	To find where the file file has been downloaded to on your local device, click on the download icon and select Show in folder, as shown in the example below. This will allow you to copy the file to another location or to open the file if necessary.