How do I register with Beam to automate superannuation via Payroll?

Available for the following Payroll plan: Standard, Premium
Available for the following user access levels: Admin

You can pay employee super contributions directly to any registered super fund in Australia using the integrated Beam super fund clearing house. For any inquiries about Beam, contact your payroll software provider. There is a quarterly superannuation processing fee for using the Beam integration, details of which are available on the subscription page of your payroll file.

Important

This feature will set up and register Beam for your default employing entity and its ABN only, not for any additional entities or their ABNs. You can view your default ABN details through the Business Details feature. For information on registering Beam for additional entities and ABNs, refer to this article.

Warning

Please note that it is a superannuation compliance requirement to fill out the compulsory fields. If you use Beam, this does not populate the required compliance information, so you will need to do this manually. Please see this link for more information.

Getting started

Adding superannuation details
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Add button.
    screenshot of where to click on the green add button to add a new default superannuation fund with the add button highlighted
  7. Complete the following fields:
    • Default super fund - then click Search
    • Super fund phone number.
    • Super fund website address.
    add details of default  super fund add name and click search
  8. Click the Save button.
    add details of default  super fund click save
Register with Beam
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Register with Beam button.
    click on register with beam
  7. Complete the following fields in the Business Details section:
    • Business identifier type.
    • Business identifier number.
    • Business name.
  8. Complete the following fields in the Your Registered or Physical Business Address section:
    • Address type.
    • Address line 1.
    • Address line 2.
    • Address line 3.
    • Address line 4.
    • Suburb/town.
    • State/territory.
    • Postcode.
    • Country Code.
  9. Complete the following fields in the Contact Details section:
    • Title.
    • First name.
    • Last name.
    • Email.
    • Area code.
    • Phone number.
  10.  Click the Next button.
    screenshot displaying the your details section of beam then click next
  11. Complete the Do you Intend to Use Direct Debit section:
    • No.
    • Yes:
      • BSB
      • Account number
      • Account name.
  12. Click the Save button.
    screenshot of beam payment method with account number, bsb and account name added and save highlighted
  13. Click the Next button.
    screenshot of beam payment method with next button highlighted
  14. Click on the Search by drop-down menu and the fund details in the Starting with... field.
  15. Click the Search button.
    default fund name  with relevant results and search button highlighted
  16. Click on your fund name in the relevant results field.
    screenshot of default fund name with relevant results highlighted
  17. Click the Next button.
    screenshot of default fund name  with the next button highlighted
  18. Agree to the required terms and conditions.
  19. Click the Next button.
    screenshot of accept terms and conditions and then click next
  20. Click the Back to Payroll button.
    screenshot of Beam set up complete and click on back to payroll button highlighted
Adding a refund bank account

Helpful Hint

You need to register with Beam first, before you can add a refund bank account.

  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Add button.
    screenshot of click on add to add a refund bank account in superannuation with the add button highlighted
  7. Complete the following fields:
    • Account name.
    • BSB number.
    • Account number.
  8. Click the Save button.
    add refund account name, bsb number and account number then click save

Editing and removing data

Editing superannuation details

Warning

To change or remove your default super funds, you will need to do this by clicking the Edit Details button in Beam.

  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the superannuation details that need editing.
    click on the name of the super fund you wish to edit
  7. Make the required changes and click the Save button.

    edit the super fund details and click save
Editing Beam details
  1. Log into your payroll platform.
  2. Click the Business menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Edit Details in Beam button.
    screenshot of where to edit details in beam. click on edit details in beam button.
  7. Make the required changes on the Your Details page and click the Next button.
    screenshot displaying the your details section of beam then click next
  8. Make the required changes on the Payment Method page and click the Next button.
    screenshot of beam payment method with next button highlighted
  9. Make the required changes on the Default Fund page and click the Next button.
    screenshot of default fund name  with the next button highlighted
  10. Accept the relevant terms and conditions and click the Next button.
    screenshot of accept terms and conditions and then click next
  11. Click the Back to Payroll button.
    screenshot of Beam set up complete and click on back to payroll button highlighted
Editing refund bank account details
  1. Log into your payroll platform.
  2. Click the Business menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the refund back account details that need editing.
    click on the bank account for refunds details
  7. Make the required changes and click the Save button.
    edit the bank account for refunds details then click save
Deleting refund bank account details
  1. Log into your payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Superannuation button.
  5. Click the Superannuation tab.
  6. Click the Delete button.
    click on the little red x to the right of the refund bank accounts saved information
  7. Click the OK button.
    click on ok to remove bank accounts for refunds details

Further information

How do I use the Direct Debit payment method?

To use the Direct Debit payment method, we need to make sure you are a registered employer with the ATO. This can be done via a successful STP (Single Touch Payroll) event. If you have not submitted a successful STP event, this will result in the following error occurring when submitting the super payment and you will need to select another payment option to continue: “Prior to using the direct debit payment option, a pay event must be successfully lodged via Single Touch Payroll. Please select another payment option.”.

Watch the training video

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