Overview

Creating a super batch with Beam

• Go to the Business menu
• Click Super payments
• From the super payments page
• Click the New Super Payment Batch button in the top right corner.
• Select Beam
• You will then need to set the parameters you would like to filter the super batch for. The following parameters are: 

1. Date Range- You can choose a date range by Month, Quarter or a Custom Range. It's important to note that their paid date NOT the period date that identifies pay runs.
   N.B: Regardless of the date range you choose, super batches will only contain super that has been processed in a pay run (accrued as SG or by deduction, e.g. salary sacrifice) and super contributions that have not already been paid (in a previous batch for the same date range).
2. Employing Entity- If you have more than 1 employing entity (EE) in your business, you will need to select the EE you would like to filter the batch for.
3. P- You can filter the batch for ALL pay schedules or you have the option to filter by an individual pay schedule.
4. Contribution Type - You can filter the batch for ALL contribution types or you have the option to filter different contribution types separately (Super Guarantee, Salary Sacrifice, Member Voluntary and Employer Contribution).

Once you have set the parameters for the batch, click on 'Filter'.

Create a Batch Manually

• Go to the Business menu
• Click Super payments
• From the super payments page
• Click the New Super Payment Batch button in the top right corner.
• Select Manual
• You will then be asked to search for the correct supers via the same categories.

Managing the Super Batch

• Once the batch is created, there will be a few action items that will have the options available according to the status of the batch. Action items include the following: ‘validate’, ‘submit’ and ‘delete’:
• Validate: After applying the fixes for any errors, you will need to validate the batch again;
• Submit: The submit option will validate the batch and if it passes validation, then the batch will be submitted;
• Delete: You can delete the batch at any point, but you will need to be aware that a deleted super-batch cannot be recovered or restored and any changes that had previously been made will not be saved.  
  
• If you have created a batch but have not submitted the batch to Beam within 24 hours, an action item will appear on your business dashboard as a reminder to complete the batch process by submitting the batch to Beam. 
• While the batch is being created, another validation will occur. Any errors will be highlighted in red at the top, followed by any warnings in yellow.

• You will notice the option to validate is still appearing in the left corner. Any errors will need to be rectified prior to submitting the batch.
• After the errors have been fixed, you will need to validate the batch again. Alternatively, you have the option to exclude‌ employees with errors and resubmit the batch (click on the Fund Name and then click on the 'Exclude from batch' option next to the employee's name).
• Once all the validation errors have been rectified, the 'submit' option will appear as an Action item.

Viewing and downloading your Super batch

• You can access the batch at any time.
• Click on Business settings
• Super payments
• Then use the filter across the top to guide you to your batch.
• Select it by clicking on it, then if you want to download it, Click download.
• Select which format you want - Excel, CSV or PDF.

The validation process

• The validation process separates ‌employees into those that pass the initial validation (names will appear in GREEN) and those that fail the initial validation (names will appear in RED). You can view more information by clicking on the option 'click to view'. Any employees who fail the initial validation will have an error / warning message attached.
• An "error" will prevent the affected contributions from being included in the batch, however, if there are other contributions, you can still submit the batch. An error will need to be rectified before the employee can be included in the batch. A warning will not prevent affected contributions from being paid - you can still submit the super batch.