Create Superannuation Batch
Form ID: (MP.PP.50.05)
The Create Superannuation Batch form lets you create superannuation batches from the superannuation transactions in completed pays.
Form Toolbar
The form toolbar includes form-specific buttons, listed below.
| Button | Description |
|---|---|
| Actions | Provides the following actions:
|
Summary Area
| Element | Description |
|---|---|
| Period | Select the period to include contributions from. Choose from:
|
| Supplier | Select a superannuation company to filter the include contributions from, or leave this field empty to display all suppliers. |
| Description | Enter descriptive information for the batch. |
| Start Date End Date | These fields display the start and end dates for the select period. If "Custom" was selected for the Period dropdown, you can enter start and end dates for the period that you want to include contributions from. |
| From Pay Run To Pay Run | Select a range of pay runs to include contributions from, or leave these fields empty to display all pay runs in the selected period. |
Batch Items tab
- They are part of a completed pay.
- They are not already included in a superannuation batch.
- They match the filters set in the summary area.
| Element | Description |
|---|---|
| Employee ID | The unique ID of the employee making the contribution. |
| Employee Name | The name of the employee that the contribution is being made for. |
| Member ID | The employee's member ID in the superannuation fund that they are making contributions to. |
| Pay Run ID | The unique ID code of the pay run that the contribution was made in. |
| Pay Item | The pay item used to pay the contribution. |
| Fund Name | The name of the superannuation fund that the contribution is being paid to. |
| Employee / Employer | Whether the contribution is an employee or an employer contribution. |
| Branch | The branch that the employee belongs to. |
| Supplier ID | The unique ID code of the supplier that represents the superannuation company that the contribution will be paid to. |
| Supplier Name | The name of the supplier that represents the superannuation company that the contribution will be paid to. |
| Pay Date | The date on which the pay run that the contribution belongs to was paid. |
| Amount | The amount of the contribution. |
Totals
| Element | Description |
|---|---|
| Branch | The branch that totals are displayed for. (A TOTAL row appears at the bottom of the table, which shows the totals across all branches.) |
| Total Amount | The total amount of all selected superannuation contributions. |
| Total Employee | The total amount of all employee contributions in the selected contributions. |
| Total Employer | The total amount of all employer contributions in the selected contributions. |
| Number of Employees | The total amount of employees in the selected contributions. |
| Number of Funds | The total amount of individual superannuation funds in the selected contributions. |
Exceptions
The exceptions tab displays any contributions that meet the criteria, but which are missing a Member ID and/or Fund Name, and can therefore not be processed. Double-clicking on an exception row opens the Pay Details (MP.PP.23.10) form for the related employee, where you can edit their Standard Pay to include the missing details. Updating these details in the employee's Standard Pay automatically updates all pays for that employee.
The details displays on the Exceptions tab are the same as those on the main table on the Contributions tab.