Configuring EXO Employer Services for Super Stream
Step 1. Confirm which method of sending information to the Super Fund/s will be used
For example, will all information be sent to one clearing house or will information be sent electronically to each individual super fund?
Confirm the file format the electronic contribution files as required by your chosen Clearing House.
Step 2. Configure the Superannuation Information
Go to Setup Payroll (Utilities – Setup EXO Payroll) and select ‘Superannuation Setup’
Enter information in to all four areas where applicable.
For configuring Clearing House information:
Enter the details of who the Clearing House will be.
Select the layout for the contribution file.
Select the details on what pays should be included in the contribution file (ie based on physical pay date or pay period end).
Step 3. Configure the Superannuation Providers
Go to Superannuation Provider Maintenance (Maintenance – Superannuation Providers).
Enter the information required.
To simplify the entering of this information, Employer Services has a function to look up Super Fund information with the Australian Taxation Office. Select the ATO Super Fund Lookup button.
Enter the Name of the Super Fund and click Search.
Then select the correct Super Fund.
Step 4. Create Contribution Files
Go to Pay Superannuation (Pay – Pay Superannuation).
Create a new Batch and enter the relevant filter information (if applicable)
Either Select All pays or individually choose the pays applicable
When ready Save the Batch
You will be prompted to Export the Batch. Click Yes.
You will be prompted to view the file in the folder. Click Yes and ensure the file is there.
You will be prompted to go to the Clearing House’s website to upload the file. Click Yes otherwise you will need to manually go to the website and upload later.
Step 5. Pay the Super Clearing House or Super Funds
Most Clearing Houses require that they direct debit monies from the nominated bank account once they receive the file. If this is not the case then you will need to pay the Clearing House or Super Funds manually.