Create Superannuation Export Formats

Modified on Thu, 5 Mar at 1:05 AM

It is possible to create a Superannuation Export Format to meet the requirements of your Clearing House if one does not exist in Synergetic already.

 

Step 1) Create a Superannuation Export Type

In Lookup Table Maintenance - Finance, create an entry in luPayrollSuperannuationExport with the correct name.  Make sure you choose the appropriate options for:

  • ExportHeaderFlag (should there be a header row?)
  • ExportFieldSeparator.(usually ',' for comma separated files)
  • ExportDateFormat

 

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Step 2) Create entries in luPayrollSuperannuationColumns to match the requirements of the clearing houses' file format.

Note: You will need to close lookup tables maintenance and reopen so that the newly added clearing house is an option in luPayrollSuperannuationColumns.

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For each column, you will need to create a row with:

  • Which Export Format the column is for
  • The Column Number
  • The Description of the Column
  • You will then use one of the four remaining columns to define what the system will pick up for that column:
    • SuperannuationAmountColumnNumber - this is used for superannuation amounts.  Which column an amount is put into is defined in the Pay Code.
    • StandardValue:  A standard value that is commonly used and which is predefined by Synergetic.  This includes most values about employees and their super funds that are required in superannuation exports
    • FixedValue - if this column needs to have a value that is the same for every employee that can be defined in this column
    • luPayrollSuperannuationAttributeSeq: A superannuation attribute.  This can be used to rarely used values that Synergetic doesn't store by default.  These are entered on the Payroll Maintenance > Super Funds > Attributes tab.

Step 3) Map your Superannuation Pay Codes to the correct Export Format and Column.

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Step 4) Assign Super Attributes for an employee if needed.

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Using the Superannuation Export

You can now use the export format in the Payroll Superannuation Export program:

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Sample File produced with the above definition:

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