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Process a super batch payment on Payroll classic

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium

Purpose

Providing you with a step-by-step guide on how you can process a super batch payment, which you can do via the Super Payment module. You will need to undertake the below steps via your Employment Hero Payroll classic platform. To process a super batch payment, you need to complete the following prerequisites:

Getting started

This section will walk you through how you can process a super batch payment via our clearing house Beam. You will first need to set up and register with Beam and assign an employee super fund.

Processing a super batch payment
  1. Click the   Business Settings menu.
  2. Click the Super Payments submenu.
  3. Click the New Super Payment Batch button.
    Super_1.jpg
  4. Select from the following filter options:
    • Date range:
      • This month.
      • This quarter to date.
      • Last month.
      • Last quarter.
      • Custom.
    • Pay schedule.
    • Contribution type.
      • Super guarantee.
      • Salary sacrifice.
      • Member voluntary.
      • Employer contribution.
    • Employing entity.
  5. Click the Filter button.
    Super_2.jpg
  6. Click the Create Batch button.
    Super_3.jpg
  7. Click the Submit button. 
  8. Select the required payment method from the Payment Method drop-down.
  9. Click the Submit button.
    Super_5.jpg
  10. Click the Acknowledge the Terms and Conditions tick box.
  11. Click the OK button.
    Super_6.jpg

  12. Once you have finished creating a super batch payment, it will appear at the top of the Super Payment page.

Screenshot of super payment page with the new payment highlighted

Manually creating a super batch payment
  1. Click the Reports menu.
  2. Under Payroll, click Super payments.
    screenshot of the reports screen, highlighting super payments under payroll
  3. Click the New super payment batch dropdown button.
  4. Click Manual.
    screenshot of the super payments page, highlighting the new super payment batch and manual buttons
  5. Fill in the following filters:
    • Date range.
    • Pay schedule.
    • Contribution type.
    • Employing entity.
  6. Click the Filter button.
    screenshot of the manual batch payment page, highlighting the filter button
  7. Click the Create batch button.
    screenshot of the manual batch payment screen, highlighting the create batch button
  8. Click the OK button.
    screenshot of the manual super batch modal, highlighting the OK button
  9. Click the Mark as paid button.
    screenshot of the manage super batch payment screen, highlighting the mark as paid button

    Helpful Hint

    Your manual super batch payment is now marked as "Paid." You can click the Download button to download a payment report.

    screenshot of the manual payment marked paid, highlighting the download button

Watch the training video

super_batch.png

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