Super Contributions Report

A super contribution is an amount added to your employees' super balance. By law, employers must pay the minimum SG rate of an employee's salary into their super fund each year, with these contributions known as Employer Contributions or Superannuation Guarantee contributions.

Helpful Hint

Super contributions are as follows:

The Super Contributions Reporting feature allows you to create a report on contributions made within your organisation within a specific date range or pay schedule and narrowed down by employing entity and location. You can also use this feature to download an excel file of this data or save the information in a printable PDF format.

Getting Started

How to Run a report

There are two ways to run a report. The first is by date range.

1. Go to the Reports menu.
2. Click on Super Contributions Report.
3. Complete the following fields

• Date Range - There are multiple frequencies to choose from as well as a 'custom range'.

Helpful Hint

Remember that report results are based on DATE PAID.  Additionally, if you are using automated super payments to pay your super (via super payments in the report's menu) you can also filter this report to print your super batch, just click the toggle button:
 

• Pay Schedule - this will include all pay schedules set up in the payroll file; 
• Employing Entity - this option will only appear if you do have employing entities set up in the payroll file;
• Locations - this will include all locations set up in the payroll file; 
• Employee: You can select a singular employee to filter for. You cannot select multiple employees. The search field allows for employee name, employee Id, external Id and payroll Id;
• Super contribution type; and 
• Group by - Employee or super fund
• Click on either Run report or Download to Download as an excel file.

The second is by applying a super batch to the report. If you use an automated super clearing house then the platform will apply the batches processed by the clearing house, or your manually processed ones. Otherwise, you can now also populate super batches manually, regardless of your clearing house. Learn how to create super batches here. 

• When you have your batches ready and wish to use these for the reports instead of simply date ranges, you need to choose the switch symbol that says Super Batch next to the Date Range option.
• In the drop down menu will then be a list of validated super batches to select from.

Viewing the report

You can display the results in a number of ways: 

• Expand all - Will show each employee and their locations including dates and amounts of super payments. Please note that when 'Expand all' has been selected that the option will change to 'Collapse all'.
• Show all employees - Will show each employee and how much their total super contribution (but not each separate payment).

You can easily access the report filter and download button whilst scrolling through the report via a sticky filter, without having to scroll back to the top of the page. The sticky filter buttons will appear on the top right-hand side of the report when you scroll down the report:

Using this sticky filter, you can choose to change the filter parameters by clicking on the 'Filter' button and making the changes then clicking the 'Update' button. You also have the option to clear the filter completely to default by clicking the 'Clear filters' option at the bottom right-hand side of the sticky filter.

Status

Previously, in the Super Contributions report there is no way of identifying if super had been paid for users that are using automated super payments and users that are paying super manually. Users that are using automated super payments could view batches showing payment status' in the batch screen however this can be a time consuming process.

Now we have added the Status enhancement to the Super report for all users whether they are processing automated super or not. The status on the contributions report is set as 'Not actioned' until the contribution is included in a batch. 

When filtering the report by 'employee' you will now see an additional Status column showing paid or unpaid and the exact status of those payments. 

For reports generated from automated super batches,

Statuses will be :

• Created
• Submission accepted
• Awaiting payment
• Awaiting clearance
• Reconciled
• Sent to fund
• Sent to fund with response
• Sent to fund with refund
• Cancelled
• Failed
• Refunded

These are existing statuses.
These statuses can not be amended manually.

When viewing a manual batch it will show the status 'Created' then when the batch is marked as paid the status will update to 'Paid' If a payment is then returned, you can mark a manual batch as failed which will update the status to 'Payment failed'.

This information will also be included in the CSV/Excel downloads of the reports

• Payments CSV and Excel downloads will include a column on the far right: Status
• Accruals CSV and Accruals Excel downloads will include a column on the far right: Batch id

When you hover over a payment status label it shows a text box telling you the batch id, if relevant. This is a clickable link

You can also view the payment status when viewing batches. This is a more time consuming process, however.

Exporting the report

You have the option via the 'Download' button to export this report to PDF as well as downloading the super contributions accruals and payments in CSV or Excel formats via the 'Download' button.

Additionally, there are also options to download the report for specific superannuation clearing houses, including a SuperStream Standard (SAFF) export option that aligns with ATO reporting guidelines for SAFF reporting and can be imported into any clearing house. You can simply click on the clearing house export of your choice and the results will be downloaded as a CSV file. 

Helpful Hints

• The CSV should not be opened prior to importing to the relevant clearing house in order to avoid formatting changes and therefore potential import issues with the clearing house.
• Note: The system does not have a direct integration with any of the above clearing houses and can only supply a CSV export. The payment and management of those funds through the above clearing houses is the responsibility of the payroll administrator.
• Note: If you're using HostPlus / QuickSuper you may need to add the employer ID that HostPlus provide into the External ID field at the bottom of the business' Details page (the Details page is under the Business Settings heading on the payroll settings tab on the payroll dashboard).
• Note: Unless a business is using an automated clearing house, changes to an employee’s super fund will not apply retrospectively in any of the super contribution reports, as this report records what the employee’s super fund was at the time the pay run was finalised. If this is the case, the solution is to (a) manage the consolidation of super contributions into one fund for an employee via your clearing house portal or (b) you'll need to un-finalise any affected pay runs, refresh them, and then finalise again.