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.

• 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.

• This field is automatically populated from the selection of Payment Contribution Due Date if it finds a matching date. If there is no matching date, you must pick a date from the list.

• The list of dates will come from the Contribution Schedule that you have set up. The dates displayed is 3 months ahead of today’s date and 12 months behind of today’s date.

Pay Period End Date

A field to enter the pay period end date. This is for the selection of New Enrolments or if you want to generate output for a particular pay period end date rather than for a schedule date which could contain multiple periods.

• If populated, 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 outputs for.

• This is enabled when the Provider is selected.

• 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.

• 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 will be included in the data selection.