SuperStream is a package of measures designed by the Australian Government to improve the efficiency of the superannuation system, which imposes a standard in superannuation reporting. For more information on SuperStream, refer to the ATO.
How do I create a new File Layout?
To create a File Layout to attach to your Superannuation Funds, follow these steps:
Go to Payroll, Maintenance, Superannuation, File Layout.
Click Add.
Enter a unique File Layout Description.
There are several File Layout templates. If an appropriate template is available, select it at Load from Template and all of the required details will be loaded.
You should check that the details in the Destination Lists for the Header, Detail and Totals tabs match the specifications.
If there isn’t a template for the Superannuation fund, you can set up the File Layout:
Header
Click the Header tab.
Select the field in the Source List and click the single green right arrow to move the field from the Source List to the Destination List.
The Destination List contains the columns that will appear in the header record of the file. Repeat for all required fields.
If the File Layout doesn’t need a header record, don’t move anything to the Destination List.
If you need to remove a field from the Destination List, you can select the field and use the green left arrow, which will move the field from the Destination List to the Source List.
The green double left and green double right arrows will move either all the fields in the Destination List back to the Source List or all the fields from the Source List to the Destination List.
Once the fields are in the Destination List, you can use the blue up and down arrows so that they are in the correct order according to the Superannuation funds specifications.
You may need to edit the Length, Decimal or Format fields in the Destination List to comply with the specifications of the superannuation fund.
If a field required by the superannuation fund is not in the Source List, move a User Defined Text field from the Source List to the Destination List and modify it with an appropriate Format.
Detail
Once the Header tab is complete, repeat the above process for the Details tab by moving the columns required from the Source List to the Destination List.
For the Employer and Employee contributions, select the following from the Source List so that if a change occurs in the Employees Fund details, the values will still appear in the file:
Employer Primary
Employer Additional
Employee Post Tax
Employee Pre Tax
Enter the codes in the Format column to allocate values to each column if required.
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.
Total
Like the Header tab, not all File Layouts require a Total tab (if this is the case, do not include any fields in the Destination List of the Total tab).
File
Click on the File Detail tab and edit the:
Location - Allows you to filter the output by location.
Name of Output File - This is the name of the superannuation file. If the superannuation fund has specified a particular name for the file, that name should be used.
Extension of Output File - This is the extension added to the file when it is created (e.g. txt). Do not put a full stop in front of the extension.
Path of Output File - This is where the superannuation file is saved. It must contain both the drive letter and the directory path. The path can be typed in or located by clicking the Browse button.
You will also need to select the Delimiter and End of Line Character to match the file specifications from the superannuation fund or clearing house.
Append Option - tick this if you want to create one file for all funds that has one Header record.
Click OK to save.