Summary

Report Type: Designer

Run Frequency: Every pay, month or quarter

Note: You can run this report on closed pays only.

The PGPRSUPA310 - Superannuation Contributions report provides details of contributions made by an employee or employer to an employee’s superannuation funds. PGPRSUPA310 will report only contributions that are part of the PayGlobal superannuation framework; allowance or deduction transactions that contain a Super Fund Code value.

PGPRSUPA310 will consolidate contributions by Super Fund Code and Member ID to ensure that the report caters for employees who have multiple Employee Super Fund records because:

• they have superannuation funds with different providers

  - or -

• the Employee Super Fund table contains date-effective records.

PGPRSUPA310 allows you to analyse historical superannuation transactions by superannuation fund and send the relevant data to that superannuation fund as an extract file.

Output

PGPRSUPA310 produces two outputs:

• PayGlobal readable report

  This output summarises values for contributions made in the reporting period.

• CSV-format export file

  Important: You must run the report with Sorting tab | Show Detail Band selected to produce data in the export file.

  This output is expected to be sent to the relevant superannuation fund companies or clearing houses. The export file contains the same data as the PayGlobal readable report, but it also includes employee demographic details and employee superannuation fund details

  Note: The CSV is a template that includes all fields related to superannuation transactions. To ensure that you do not send an external company unnecessary information, we recommend that you copy and modify the report definition to suit the recipient organisation.

Settings

You must run this report with the following Sorting tab settings selected:

• Employee.Employeecode - Totals
• Superfund.Superfundcode - Totals
• Show Detail Band. This setting will produce the superannuation transaction data on the report.

Contents

The report includes the following information:

• Employee code and name
• Employee superannuation fund details
• Employee address details (export file only)
• Employee details
• Defined Benefit (Yes/No)
• Employer contribution
• Employee contribution
• Salary sacrifice allowance amount (including RESC and non-RESC)
• Salary sacrifice deduction amount (including RESC and non-RESC)
• Employer bank details (export file only)
• Superannuation fund bank details (export file only)
• Pay Period details
• Employee Tax Number (export file only).

Further Reading

See the Standard Reports Catalogue manual on the website.