Payroll platform: Downloading an overview summary of your super batch payments

Overview

Having the ability to download your super payment data will allow you to share the information with individuals who may not have access to the payroll platform. This means there are no restrictions placed on who can view, action, and comment on the data on your payroll platform.

This data is available as an Excel or CSV file, allowing you to apply your own filters when analysing your data. You can also save the data as a PDF if there are users that just need a read-only version. Before you can download your data, you will need to create a super batch payment. To read further details on how to create a super batch payment, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting started

Download the data: CSV
  1. Click the   Business Settings menu.
  2. Click the Super Payments submenu.
  3. Select from the following filter options:
    • Employing entity.
    • From date.
    • To date.
  4. Click the Filter button.
  5. Click the Download button.
  6. Click the CSV button.
    Download_1.jpg
Download the data: Excel
  1. Click the   Business Settings menu.
  2. Click the Super Payments submenu.
  3. Select from the following filter options:
    • Employing entity.
    • From date.
    • To date.
  4. Click the Filter button.
  5. Click the Download button.
  6. Click the Excel button.
    Download_2.jpg
Download the data: PDF
  1. Click the   Business Settings menu.
  2. Click the Super Payments submenu.
  3. Select from the following filter options:
    • Employing entity.
    • From date.
    • To date.
  4. Click the Filter button.
  5. Click the Download button.
  6. Click the PDF button.
    Download_3.jpg

Further information

File definitions
Excel. Select the Excel option if you want to view the report in Microsoft Excel, or use Excel's features to further analyse the data.
CSV. Select the CSV option to save a text file where the file separates the reporting data with commas. This is a file format most spreadsheet programs can open and edit.
PDF. Select the PDF option if you want to view or print the report later and keep the same format and appearance that's used in the Payroll platform. If you save a report as a PDF, the person who receives the report will need a PDF viewer, such as Adobe Reader, to view or print the report.

Author recommended

So you have now downloaded an overview of your super batch payments and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • Payroll reporting: Superannuation contributions This report allows you to see the super contributions made within your organisation based on a specific date range or pay schedule, with the ability to narrow the data down further by employing entity and location.
  • Building an Assigned Super Threshold Report: This article will walk you through how you can use the Employee Details Reporting feature to construct a report on the super thresholds assigned to your employees within your payroll platform.
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