Employer User Guide Mo Khan SUPERCHOICE PTY LTD LEVEL 8, 35 CLARENCE STREET, SYDNEY NSW 2001

Transcription

1 Employer User Guide Mo Khan SUPERCHOICE PTY LTD LEVEL 8, 35 CLARENCE STREET, SYDNEY NSW 2001

2 Table of Contents 1. Overview 2. Logging On 3. Home Page 4. Linking Choice Fund 5. Adding New Members 6. Uploading Members 7. Contributions Methods eform & File Upload 7.1 Part 1 eform 7.2 Part 2 File Upload 8. Additional Employer Functionalities 8.1 Member Search 8.2 Exit Members 8.3 Add Employer User 8.4 Amending Member Details 8.5 Changing User Password 8.6 Transaction Search 1 P a g e

3 1. Overview This comprehensive step-by-step guide will provide employers with an overview of how to navigate through the employer portal. To get employers started immediately. Save time and make contributions for all employees regardless of the superfund. SuperChoice is the employer s one stop shop for clearing house payments. Employers are able to easily export contributions file (in various format) between your payroll systems and directly upload into the employer portal SuperChoice is an online service enabling employers to make regular superannuation contributions and maintain member details on behalf of their employers. SuperChoice contains many functions which assist in the; Successful disposal of funds Superannuation member management Validation of superannuation funds Payment to SMSF Display of nominated superannuation funds, business rule set Employers simply submit contributions online making a simple bulked payment (EFT or Direct Debit) to a nominated bank account. The SuperChoice service disseminates the money based on the contribution data to the nominated superannuation funds. Superchoice has combined the latest products and technology with a good old-fashioned approach to client service, Superchoice provides a personalised service to support to our clients with meeting their superannuation obligation. 2 P a g e

4 2. Logging On Enter the following URL into your browser i). Enter User ID & Password ii). Select Log On 3 P a g e

5 3. Home Page Once the employer has logged into SuperChoice. The Contribution Status Page is displayed. (Home Page) 4 P a g e

6 4. Linking Choice Fund Before adding a new member to a fund, superfund must be established within the system. i). Menu Bar Click Choice of Fund ii). Select Link to Choice of Fund from drop down menu 5 P a g e

7 Choice of Fund Search & Link Fund Within the Choice of Fund Search the employer will need to enter details of the fund which the employee belongs to. Enter any of the following details; USI, SPIN, ABN or SFN. For the purpose of this user guide, will be using the SPIN details of the fund. i). Enter Fund SPIN details ii). Select Search iii). Select Link Note: If the fund is complying fund (APRA), SuperChoice will display all fund details (bottom of page) Confirm that all details for the fund are correct 6 P a g e

8 5. Adding New Members Now the fund has been linked, commence Adding New Members to that fund. i). Menu Bar Click Members ii). Select New Members New Member Application i). Select Add 7 P a g e

9 New Member Application Select Fund i). From the Please Select Fund drop down menu Select the Fund, the employee is member of ii). Select Continue New Member Application Details i). Enter Personal Details of the employee ii). Select Submit Now 8 P a g e

10 6. Upload Members Upload members options allows an employer to submit payroll file extract (not only CSV) with member details. This particular method of adding members is useful if an employer does not wish to enter members manually and prefer to bulk upload. i. Select Upload Members New Member File Upload The following 3 screens will guide the employer through uploading a new member file i. Select Choose File 9 P a g e

11 i. Select Payroll File Note: Libraries Pop Up will appear for you to select your PC or Network ii. Select Upload Note: Confirm file has been attached for upload. Please see screen below. Choose File New_Memberssw.csv 10 P a g e

12 i) Select Yes Note: Confirm correct member information has been loaded i) Select Incomplete Select Incomplete to confirm member details 11 P a g e

13 i) Select Submit Now The employer would need to select Incomplete for each employee that has been loaded or Select Bulk Completion. Ensure that all information that is added is correct. Select Incomplete to confirm member details 12 P a g e

14 7. Contribution Methods eform & File Upload SuperChoice employer portal allows the employer to dictate how to submit contribution data either by eform or File Upload. Part 1 eform Will illustrate how to create schedules, allocate contributions & process payments Part 2 File Upload Will illustrate how to create schedules, uploading contributions files, allocating payments & processing payments Part 1 eform eform is a manual process, direct entering of monetary amounts for Superannuation Guarantee, Part 1 will illustrate an in-depth look at functionalities on eform, allowing employers to create schedules, allocating monetary amounts within the designated member grids & payment processing for fund distribution 7.1 Part 1 eform eform is a manual process, direct entering monetary amounts for Superannuation Guarantee for employee s. Part 1 will illustrate an in-depth look at creating schedules, allocate amounts and payment processing for fund distribution Creating Contribution Schedule (eform) i) Select Add 13 P a g e

15 Contribution Schedule Maintenance Create Schedule (eform) i. Enter Details for New Contribution Schedule ii. Select Save Schedule Type: Will determine how the contribution data will be submitted by Direct Entry (eform) or Payroll File Transfer (File Upload) Creating Contribution Schedule i. Select Members in Schedule ii. Select Save 14 P a g e

16 Contribution Schedule Maintenance Modify The below screen illustrates the schedule which has been created. Identifying the members who are part of the schedule. Confirm all information provided is correct. Select Modify should the information provided requires amendments. i. Select Return 15 P a g e

17 7.1.2 Allocate Contributions & Process Payments eform i. Select Begin Batch Input Allocate Contribution i. Enter Monetary Values ii. Select Save & Continue 16 P a g e

18 Batch Confirmation Batch confirmation provides with summary breakdown of the amount each fund is receiving for all their relevant members. Your can also view Payment Instructions or View Report. This page allows the employer to navigate through different functions. Payment Instructions This screen provides a break down for the employer regarding payment instructions i. Select Print Hard Copy 17 P a g e

19 7.2 Part 2 File Upload Employer who may not wish to manually enter data their employees, have the option of uploading a contribution file. This will allow the employer to extract a file from their payroll system directly and proceed to upload the file via SuperChoice portal. The following section of this guide will provide a greater understanding of how to create contribution schedules, uploading file & payment processing Creating Contribution File Upload i. Select Add 18 P a g e

20 Schedule Maintenance i. Enter New Contribution Schedule ii. Select Save Note: When electing to upload file, the employer must select Payroll File Transfer When creating a contribution schedule, employer is able to select their submission period, how often superannuation payment is to be paid 19 P a g e

21 Once all the details have been completed. i. Select Save - this will take the employer back to the Contribution Home Page 20 P a g e

22 7.2.2 Uploading File & Payment Processing i. Select Begin Contribution File Upload Choose File (The following screens will guide the employer through uploading file and payment processing) i. Select Choose File 21 P a g e

23 ii. Select Contribution File CSV from preferred drive Note: Libraries Pop Up will appear for you to select your PC or Network Batch Input iii. Select Submit Confirm correct payroll file is attached for upload 22 P a g e

24 Contribution Status Once file has been loaded the employer portal will direct you to click Refresh as the file is being validated i. Click Refresh ii. Click Ready for Submission Once the file has been validated the status will change to Ready for Submission 23 P a g e

25 Payment Processing Batch payment details screen will break down what actions will be taken, highlighting the receiving funds, monetary amounts to be sent via SuperChoice i. Confirm Amount Due Enter batch total within required field ii. Enter Password (same as your log on Password) iii. Click Transmit Batch 24 P a g e

26 8. Additional Employer Functions Employer portal has multiple functions & features available. This section of the guide will highlight some of the other functions on the employer portal. 8.1 Member Search i). Menu Bar Click Search ii). Select Search by Member Member Search i). Select Drop Down Menu ii). Select Superannuation Fund members belongs too iii). Select Search 25 P a g e

27 Member Search Member Details The below screen will display the results that meet your search criteria i). Select Return to go back to home page By Clicking on the highlighted Members Name you are able to view member information 26 P a g e

28 8.2 Exit Members Exit Members allows the employer to exit the employee out of the system as they have left employment. The benefit of this feature allows the employer to keep an audit and maintain their employer portal i). Menu Bar Click Members ii). Select New Members Status of Members Exits i). Click Exit Member 27 P a g e

29 Member Exits Search i). Select Drop down Menu Search for the fund member belongs too ii) Enter Member Details iii). Click Search Member Exits i). Click Members Name Exit Member i). Select Exit Member Note: Warning Notification displayed Please Read Carefully 28 P a g e

30 8.3 Add Employer User Add another user so someone else in your company, as well as you can access Employer Portal i). Menu Bar Click Change Details ii). Select Users User List i). Click Add 29 P a g e

31 User Add i). Complete all Mandatory Fields ii). Select Submit Once you have selected submit, the employer will be redirected to the Employer User List highlighting the user has been added User List i). Select Submit 30 P a g e

32 8.4 Amending Member Details Employers are able to amend member details, once the employer has amended details it will be submitted to the Fund Administrator to confirm or (possibly) decline the amendments made i). Menu Bar Click Members ii). Select Members Member Search i). Select Search 31 P a g e

33 Members Select the member you wish to amend details Amend Member Details i). Select Submit Note: Employer Portal will display message advising the user only amend what is required and/or if updating address please provide all details 32 P a g e

34 8.5 Changing User Password i). Menu Bar Click Change Details ii). Select Users User List i). Select User ID from User Id column 33 P a g e

35 User Modify i). Enter Old, New & Verify Password ii). Click Submit 8.6 Transaction Search Employers are able to search from transactions by batch to view all past transaction made i). Menu Bar Click Search ii). Select Search by Batch 34 P a g e

36 Transaction Search i). Click Batch Search Batch List i). Select Batch ID 35 P a g e

37 Transaction List i). Click Batch Id Number Ie. Batch Id Number is next to the corresponding fund you wish to view Transactions Details i). Menu Bar Click Contribution return to home page Info: Transaction List provides you with a summary of funds the payments have been made to providing you with an in-depth look at member who are receiving funds Info: Provides a detail look at the transaction for your staff members, amounts paid to their Superannuation Funds 36 P a g e