How to Process a SuperStream Batch

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.

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.

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

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.

The report also shows contribution totals by payee, by fund and a grand total contribution amount for the entire batch.

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.

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.

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.

Open

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.

Open

This will allow you to copy the file to another location or to open the file if necessary.