You can modify your existing Superannuation file layout when your Superannuation Fund or Clearing House makes changes to their specifications.
The exception to this is file layouts that use the SuperStream Alternative File Format template. These layouts are locked when saved, and you can't add or remove columns; you can still change the Length, Decimal, or Format columns.
Change the fields in the Super File Layout
To change the fields included in these files:
Go to Payroll, Maintenance, Superannuation, File Layout.
Right-click on the File Layout and select Copy.
Enter a unique File Layout Description.
Follow the Update your existing Superannuation File Layout steps below, starting at 3.
Once the new File Layout has been saved, go to Payroll, Maintenance, Superannuation, Fund.
Edit the Super Fund that needs the updated File Layout.
Select the File Layout tab.
Change the File Layout selected.
Click OK.
Repeat steps 6 to 9 for all Super Funds that need the new File Layout.
Note: A copied version can only be edited when first created. It will be locked once saved. File Layouts based on SAFF won't display a Total tab, and the Append option in the File Details is set to One Header for all Funds (No Totals) and cannot be changed.
Update an existing Superannuation File Layout
Go to Payroll, Maintenance, Superannuation, File Layout.
Edit the Layout.
Select the tab you need to update.
The current File Layout will appear on the right-hand side as the Destination List. These are the current fields in your layout.
To update the Destination List:
To include a new field, select the required field from the Source List and click the green right arrow to move the field to the Destination list.
To remove a field, select the field in the Destination List and use the green left arrow to move the field to the Source List. Fields removed will no longer appear in your superannuation file.
The green double left and double right arrows will move either all the fields in the Destination List to the Source List or all the fields from the Source List to the Destination List.
Use the blue up and down arrows to change the order of the columns.
Edit any line in the Destination List to change the field’s Length, Decimals, or Format columns. This may be required by the superannuation fund’s specifications.
If a field that is required by the superannuation fund is not in the Source List, you can choose a User Defined field and modify the Format column. The file will include the same data entered in the Format for all lines in the file.
If you need to separate contributions into separate columns, e.g., you have two Employee Salary Sacrifices that need to be in different columns, you can include the Contribution field multiple times in the Destination List and list the codes in the Format column to allocate values. Separate each code with a comma. If ALL is left in the field, the superannuation file will pick up all Employer or Employee contributions that are attached to the superannuation fund.
Once the Destination List contains all the required fields, you will need to check that each column meets the requirements of the superannuation fund. Each line in the Destination List represents a column on the superannuation file.
Once the Header, Detail, and Total tabs have been updated and the Destination List matches the super fund’s specifications, check the File Details tab to confirm that it complies with the superannuation fund’s specifications, then click OK to save the changes.