QuickSuper...QuickSuper Employee Upload File Specification (v3) 2.2 File Format The file structure is as follows: Record Description File Header One record at the start of the employee

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QuickSuper

Employee Upload File Specification (v3)

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© Westpac Banking Corporation, ABN 33 007 457 141 AFSL 233714. All rights reserved.

QuickSuper Employee Upload File Specification (v3)

Document History

Date Description

13 Sep 2015 Initial release.

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Table of Contents

1 Introduction ..................................................................................................... 4

1.1 Previous Versions ............................................................................................... 4

2 Employee Upload File Format ........................................................................... 5

2.1 File Validation .................................................................................................... 5

2.2 File Format ....................................................................................................... 6

2.3 Additional Notes .............................................................................................. 17

2.4 Name Title ...................................................................................................... 21

2.5 Name Suffix .................................................................................................... 22

3 Employee Upload Error Report ........................................................................ 23

3.1 Error Detail ..................................................................................................... 23

3.2 Error Codes ..................................................................................................... 24

4 Employee Upload Confirmation Report ........................................................... 35

5 Questions and Answers .................................................................................. 38

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1 Introduction

QuickSuper allows employees to be registered in the following ways:

Individually, using the QuickSuper employee screens

In bulk, when making a contribution using a contribution file upload

In bulk, using an employee upload file

This document describes the format of the employee upload file v3. It explains how

employees and their corresponding fund memberships can be added to QuickSuper. It

also explains how existing QuickSuper employees can be updated.

Authorised users in your company can upload employee files via the QuickSuper web

interface. QuickSuper will then generate an error report or confirmation report. Both

reports can be downloaded directly from the web interface.

If the file is accepted without error, you may then review the planned changes before

confirming that the changes should be made to the employee data.

1.1 Previous Versions

This version (v3) of the Employee Upload File Specification supersedes previous

versions.

If you are currently submitting files using a previous version, you may continue to do so

until further notice. However, we strongly recommend that you upgrade to this new

format in order to take advantage of the many additional fields.

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2 Employee Upload File Format

The Employee Upload File has a CSV (comma separated values) format. This format

allows the file to be viewed and edited in Microsoft Excel or similar products. A sample

file can be downloaded by clicking the ‘Export’ button on the Employee screen.

2.1 File Validation

2.1.1 General Validation

The following validation is applied across the file processing:

all amounts are in dollars and must not have a negative sign. An amount of one

hundred dollars can be represented as $100.00, $100, 100.00 or 100.

all dates must match the format specified on the QuickSuper ‘Company

Preferences’ screen. This value will default to ‘DD-MMM-YY’ but may be changed

to one of the following:

DD/MM/YYYY (21/02/2008)

DD/MM/YY (21/02/08)

DD-MM-YYYY (21-02-2008)

DD-MM-YY (21-02-08)

DD-MMM-YYYY (21-Feb-2008)

DD-MMM-YY (21-Feb-08)

MM/DD/YYYY (02/21/2008)

DD MMM YYYY (21 Feb 2008)

YYYY/MM/DD (2008/02/21)

If you are using Excel to create or edit your CSV file you may need to open the resultant

file in a text editor (e.g. Notepad) to verify the date format is correct.

Other field-level validations are included in the notes for the specific fields. If you submit

a file that fails general validation for any field, the entire file is rejected.

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2.2 File Format

The file structure is as follows:

Record Description

File Header One record at the start of the employee file. It contains the file headings.

This record should be followed immediately by an Employee Detail record.

Employee Detail A record to represent an employee and its fund details. There may be many such records

per file.

Note:

An employee with multiple funds will be represented as multiple Employee Detail

records.

Only employees being added or updated need to be included in the file. You do not

need to include employees in the file if there are no changes to their details, however

it is not a problem if they are included.

Ordering of the employees in the file is important for the following cases:

If there are employees for multiple employers in the file, all employees for a

given employer must appear as consecutive records in the file before employees

for another employer are included.

If there are multiple records relating to a single employee in the file, they must

appear as consecutive records in the file.

The following table describes the fields. All fields are to be separated by a comma (,)

value. Double quotes may be used around fields. For example, either of the following

would work in the header record:

Action,Employer ID,Payroll ID,… etc

“Action”,“Employer ID”,“Payroll ID”,… etc

If the field values themselves contain commas double quotes must be used.

The first row of your file must contain the values in the Column Heading column below.

Your employee data should start on the second row of the file and continue for as many

rows as you require.

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Col. Column Heading Value and Format Notes

A Action Mandatory.

‘ADD’ or ‘UPDATE’

Any other value will cause

the file to be rejected.

‘ADD’ can be used to:

Add a new employee with fund

details

Add a new employee without fund

details

Add a new fund membership to an

existing QuickSuper employee

‘UPDATE’ can be used to:

Update an existing QuickSuper

employee, including marking the

employee as inactive.

Update an existing QuickSuper fund

membership, including marking the

fund membership as inactive.

B Employer ID Conditional:

Optional if you have a

Single Employer

Facility.

Mandatory if you have a

Multiple Employer

Facility.

Alphanumeric value.

The identifier for the employer, as

registered within QuickSuper.

For clients with a Single Employer

Facility, you may provide your

QuickSuper Client ID in this field or

leave blank.

For clients with a Multiple Employer

Facility, you must provide the

unique identifier for the employer

within your facility.

C Payroll ID Optional.

Any value.

Maximum Length = 20.

The ID representing the employee in

your own payroll system. That is, your

unique identifier for the employee.

Please refer to the ‘Identifiers’ section

for more details on this field.

Please refer to the ‘Handling long

numeric values in Excel’ section for

more information on issues associated

with long numbers in this field.

If a Payroll ID is not provided the Family

Name, Given Name and Date Of Birth

must be a unique combination for the

specified employer.

Leading zeros will be removed by

QuickSuper.

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D Name Title Optional.

Format and length limited

by accepted values.

A term indicating a person’s status or

used as a form of address or reference

e.g. ‘MR’ or ‘MRS’. If a value is

provided, it must be one of the accepted

values listed in section 2.4 otherwise

the file will be rejected.

Lower case alphabetic characters will be

stored as upper case in QuickSuper.

E Family Name Mandatory.

Value may contain

alphabetic characters,

apostrophe, hyphen, space,

period, left and right

parentheses. A value

containing other characters

will result in the file being

rejected.


Also known as surname, this field is

required to assist funds in allocating

contributions.

A value longer than 40 characters will

be trimmed.

F Given Name Mandatory.

Value may contain







rejected.


Also known as first name, this field is

required to assist funds in allocating

contributions. You should provide the

full given name and not just the first

initial.


be trimmed.

G Other Given Name Optional.

Value may contain







rejected.


Also known as middle name, this field

can assist funds in allocating

contributions. It is not mandatory as not

all employees will have a second given

name, however you should provide this

if available. If you only have the first

initial of the employee’s other given

name, then this is acceptable to

provide.


be trimmed.

H Name Suffix Optional.


by accepted values.

Awards, honours or any other kind of

denomination that may follow the name

of a person. If a value is provided, it

must be one of the accepted values

listed in section 2.5 otherwise the file

will be rejected.



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I Date Of Birth Mandatory.

Date value.

The date format must match

the client’s preferred date

format. See section 2.1.1 for

details.

The file will be rejected if:

Field is left blank;

Invalid value is supplied (eg

99999999); or

Date outside accepted range (i.e.

greater than current date or older

than 100 years ago).

If you are using Excel to edit and create

your CSV file, you may need to open

the resultant CSV in a text editor (e.g.

Notepad) to verify which date format is

being used.

J Gender Optional.

Single alphabetic character.

Set to:

‘M’ for Male;

‘F’ for Female;

‘I’ for Intersex or Indeterminate;

‘N’ for Not stated or inadequately

described; or

Leave blank if not available.

If the field is left blank, the value sent

to funds will be defaulted to the ‘Not

stated or inadequately described’ code.


stored as upper case in QuickSuper. A

value containing other characters will

result in the file being rejected.

K Tax File Number Optional, however refer to

Notes.

Numeric value.

You must provide the employee’s TFN if

it has been provided to you.



L Phone Number Optional.

Value may contain numeric

digits, hyphen, space, plus

symbol left and right




rejected.


Landline or fixed number to use if

required to contact the employee.

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M Mobile Number Optional.

Value may contain numeric

digits, hyphen, space, plus

symbol left and right




rejected.


Mobile number to use if required to

contact the employee.

N Email Address Optional.

Must be a well formed email

address.


Email address to use if required to

contact the employee.

O Address Line 1 Conditional. Please refer to

‘Employee Address’ section.

Any value.

Maximum length = 50.

Applicable for Australian or international

addresses.

Please refer to ‘Employee Address’

section for further information on these

fields.

P Address Line 2 Optional.

Any value.



addresses.

Q Address Line 3 Optional.

Any value.



addresses.

R Address Line 4 Optional.

Any value.



addresses.

S Suburb Conditional. Please refer to


Any value.


Applicable for Australian addresses only.

Australian suburb aligned with the

specified post code.



T State Conditional. Please refer to



by accepted values.


Australian state or territory. Valid values

are: ‘AAT’, ‘ACT’, ‘NSW’, ‘NT’, ‘QLD’,

‘SA’, ‘TAS’, ‘VIC’, ‘WA’.



If provided the post code and state

must be a valid combination in the list

published by Australia Post. Otherwise

the file will be rejected.

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U Post Code Conditional. Please refer to

Employee Postal Address

section following the table.

Numeric value.

Maximum Length = 4.


Australian post code aligned with the

specified suburb.

If provided the suburb, post code and

state must be a valid combination in the

list published by Australia Post.

Otherwise the file will be rejected.

V Country Optional.

Alphabetic characters.

Maximum Length = 2.


addresses.

Country may be specified using the two

character code published under ISO

3166 e.g. ‘AU’ for Australia or ‘NZ’ for

New Zealand. If this column is left blank

for an address, the address is assumed

to be in Australia. A full list of ISO 3166

country codes is available from:

http://www.iso.org/iso/country_codes


stored as upper case in QuickSuper. If

an unknown country code is provided

then this will result in the file being

rejected.

W Employee Status Optional.


by accepted values.

Must be one of the following values:

‘Active’

‘Inactive’

Value will default to ‘Active’ if not

provided.

X Employment Status Code Optional.


by accepted values.

Describes the employment arrangement

between the employee and employer.


‘Casual’

‘Contractor’

‘Full time’

‘Part time’

Y Employment Start Date Optional.

Date value.




details.

The date the employee’s employment

started with your company. You can

provide this if the fund requests you to

provide this information to them.

If provided, the date must be valid. The

file will be rejected if:


99999999);

Employment Start Date is greater

than Employment End Date; or

Date is outside accepted range (i.e.

older than 100 years ago or greater

than 6 months after current date).

http://www.iso.org/iso/country_codes

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Z Employment End Date Optional.

Date value.




details.

The date the employee’s employment

ended with your company. You can

provide this if the fund requests you to

provide this information to them.

If provided, the date must be valid. The

file will be rejected if:


99999999);

Employment End Date is less than

Employment Start Date; or

Date is outside accepted range (i.e.

older than 100 years ago or greater

than 6 months after current date).

AA Employment End Reason Conditional – must be

provided if Employment End

Date is provided, must be

blank if Employment End

Date is not provided.

Any value.


The general reason why the employee’s

employment ended with your company.

You can provide this if the fund requests

you to provide this information to them.

You can provide any value as directed

by the fund, however a list of suggested

values are:

‘RESIGNED’

‘RETIREMENT’

‘DEATH’

‘DISABLEMENT’

‘LWOP’ (Leave Without Pay)

‘PARENTAL’ (Parental leave,

including maternity and paternity

leave)

‘TRANSFER’ (Company transfer to a

separate employer within the same

parent company)

‘OTHER’ (Other reason not able to

be classified using the previous

codes)

Any value longer than 80 characters will

be trimmed.

AB Occupation Optional.

Any value.


The main salary and wage income-

earning occupation an employee

undertakes.


be trimmed.

AC Weekly Hours Worked Optional.

Decimal between 0 and 168

to three decimal places.

The hours of work which it is usual for

an employee to work per week.

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AD At Work Indicator Optional.


by accepted values.

'At Work' means the employee is

genuinely performing all the duties of

their usual occupation or are not at

work on that date due to some reason

other than injury or illness.


‘true’

‘false’

AE Fund ID Optional.

Alphanumeric value.

If this field is not provided

then the following fields

should be left blank.

The identifier for the fund being paid.

This may be:

a master fund, pre-registered

within QuickSuper for general use;

or

a fund you have registered for your

use.

This field provides a significant level of

flexibility on what values you can

provide in the file. Please refer to the

section after this table ‘Fund ID’ for

more information on the values you can

provide.

If the fund cannot be found in the

QuickSuper database or it is not active

for use, the file will be rejected.

AF Fund Name Optional – if you have not

provided a Fund ID must be

set to blank.

Any value.


The name of the fund being paid. This

value is not used by QuickSuper. It is

included for readability purposes only.


be trimmed.

AG Member ID Optional – if you have not


set to blank.

Value may contain

alphanumeric, hyphen and

forward slash characters.

A value containing other

characters will result in the

file being rejected.


The member number allocated by the

beneficiary fund to the employee. If the

employee is a new member to the fund

or the fund does not have member

numbers (e.g. SMSF), you may leave

this field blank.



Please refer to the ‘Handling long

numeric values in Excel’ section for

more information on issues associated

with long numbers in this field.

AH Fund Membership Status Optional – if you have not


set to blank.


by accepted values.


‘Active’

‘Inactive’

Value will default to ‘Active’ if not

provided.

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AI Employer SGC Default Optional – if you have not


set to blank.

Amount in dollars. Must not

have negative sign.

The default amount (if provided) will be

used when you make an online

contribution for this employee.

Contribution made by an employer for

the benefit of an employee as mandated

by super guarantee legislation.

Value will default to ‘0’ if not provided.

AJ Employer Award Default Optional – if you have not


set to blank.


have negative sign.




Contribution made by an employer for

the benefit of an employee as mandated

by an award or other industrial

agreement.


AK Employer Additional Default Optional – if you have not


set to blank.


have negative sign.




Employer contributions which are not

mandated employer contributions.


AL Salary Sacrifice Default Optional – if you have not


set to blank.


have negative sign.




Salary sacrificing is a special

arrangement between employers and

employees where the pre-tax salary of

an employee is sacrificed in return for

employment related benefits. Salary

sacrificed earnings from superannuation

refers to the salary sacrificed earnings

paid on behalf of employees.


AM Employee Additional Default Optional – if you have not


set to blank.


have negative sign.




A contribution made by an individual for

their own benefit (whether or not they

intend to claim a deduction for the

contribution). Includes where an

employee directs an employer to make

after-tax contributions on behalf of the

employee (e.g. by payroll deduction).


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AN Spouse Default Optional – if you have not


set to blank.


have negative sign.





their spouse's benefit. Includes where

an employee directs an employer to

make after-tax contributions on behalf

of the employee's spouse (e.g. by

payroll deduction).


AO Child Default Optional – if you have not


set to blank.


have negative sign.





the benefit of a person less than 18, but

not because they are the person's

employer or where an employee directs

an employer to make after-tax

contributions for this purpose.


AP Other Third Party Default Optional – if you have not


set to blank.


have negative sign.




A contribution made by a third party for

the benefit of another person, other

than contributions made:

by the person's employer

by the person's spouse; or

for a child under 18


AQ Salary For Benefits Optional – if you have not


set to blank.


have negative sign.

The salary used to calculate a Defined

Benefit members benefit entitlements.

AR Salary For Contributions Optional – if you have not


set to blank.


have negative sign.

The salary used to calculate expected

and/or actual contributions.

AS Salary For Contributions Start Optional – if you have not


set to blank.

Date Value.

The start date from which the Annual

Salary for contributions determination is

based.

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AT Salary For Contributions End Optional – if you have not


set to blank.

Date Value.

The end date from which the Annual

Salary for contributions determination is

based.

AU Salary For Insurance Optional – if you have not


set to blank.

Amount in dollars.

The salary used to calculate insurance

amounts.

AV Insurance Opt Out Optional – if you have not


set to blank.


by accepted values.

This indicator is used to communicate to

the Fund that the member does not

want the Super Fund to provide an

Insurance product to them.


‘true’

‘false’

AW Contributions Commence Date Optional – if you have not


set to blank.

Date Value.

The date when a member's

contributions commence.

AX Contributions Cease Date Optional – if you have not


set to blank.

Date Value.

The date when a member's

contributions cease.

AY Fund Registration Date Optional – if you have not


set to blank.

Date Value.

The date that the individual was

registered with the Super Fund.

AZ Benefit Category Optional – if you have not


set to blank.

Any value.


The Benefit Category may be used by

the superannuation provider to

determine product features applied to a

membership or superannuation account.


be trimmed.

BA Amendment Reason Optional – if you have not


set to blank.

Any value.


Description to accompany a change to a

member's registration details.

Any value longer than 4000 characters

will be trimmed.

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2.3 Additional Notes

2.3.1 Fund ID

Historically, many public or corporate funds were identified using a Superannuation

Product Identification Number (SPIN). The fund SPIN was in the form ‘XXX9999AU’.

Under the SuperStream Standards, superannuation funds are identified using one of the

following depending on their type:

Unique Superannuation Identifier (USI), used to identify public or corporate super

funds; or

ABN, used to identify SMSFs.

For the USI, a fund may either use the fund SPIN or the fund ABN + 3 digits (i.e. 14

digit number).

This section explains how you can correctly identify funds using the ‘Fund ID’ field.

Please also refer to the ‘Handling long numeric strings in Excel’ section for further details

regarding this field.

Funds with USIs

Funds with a USI are pre-registered for your use and are referred to as ‘master funds’

within QuickSuper. To create a fund membership to a fund with a USI, the easiest way is

to include the USI in the Fund ID field.

In order to provide backward compatibility, QuickSuper will also accept the historical

Fund ID used previously in QuickSuper to identify a master fund e.g. in the form

SPINXXX9999AU or ABN12345678901.

SMSFs

SMSFs do not have USIs as they can be simply identified by their ABN. If you want to

create a fund membership to an SMSF, you must register the fund in QuickSuper along

with payment details and their Electronic Service Address (ESA) for SuperStream

delivery. The Fund ID in this case will be your Client ID followed by a unique value of

your choosing. This value could be the ABN of the SMSF e.g. if your Client ID is

‘QS12345’ and you add a self-managed super fund for ABN ‘77788899901’ then you

could set the Fund ID of the new fund to ‘QS1234577788899901’. You may populate the

Fund ID field with or without the Client ID prefix to identify the fund.

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All Fund ID Options

If your payroll system cannot align to the preferred method, you have a number of other

options. Many of these are provided for backward compatibility. The options are listed in

the order in which QuickSuper will try to determine a matching fund:

You provide… Example Notes

1 Full client Fund ID ‘QS12345XYZ’ or

‘QS1234577788899901’

QuickSuper will match the value you provide

with the client fund you have registered.

2 Partial client Fund

ID without Client

ID

‘XYZ’ or ‘77788899901’ QuickSuper will prefix the value you provide

with your Client ID to match with the client

fund you have registered e.g. ‘QS12345XYZ’

or ‘QS1234577788899901’.

3 USI ‘12345678901001’ or ‘XXX9999AU’ QuickSuper will match the value you provide

with the master fund based on USI.

4 Historical Fund ID ‘SPINXXX9999AU’ or

‘ABN12345678901’

QuickSuper will match the value you provide

with the master fund based on Historical Fund

ID.

5 SPIN ‘XXX9999AU’ QuickSuper will match the value you provide

with the master fund based on SPIN.

6 ABN ‘12345678901’ QuickSuper will prefix the value you provide

with ‘ABN’ to match with the master fund

based on Historical Fund ID e.g.

‘ABN12345678901’.

Note: this will not match with a master fund

based on ABN unless the Historical Fund ID is

in the form ABNxxxxxxxxxxx.

2.3.2 Identifiers

Under SuperStream, the Member ID, Payroll ID and TFN are all included in the

contribution messages. These are all optional fields; however we strongly recommend

that you include an identifier if it is available to you. This will reduce the likelihood

of mismatches through contribution processing in QuickSuper and with the receiving

fund. That is, if no identifiers are included then matching falls back to non-unique fields

such as names and date of birth which may be shared by multiple individuals.

Therefore:

TFN must be provided where the employee has provided the TFN to you.1

Member ID should be provided unless the employee is a new member of your

default fund or the receiving fund does not have member identifiers (e.g. SMSF).

1 Refer to Superannuation Industry (Supervision) Amendment Regulation 2012 (No. 5),

Regulation 7.07E (2).

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Payroll ID should be provided if your payroll system allocates identifiers to

employees.

If you do not have a valid identifier, you should leave the field blank. Please do not

provide a default value in this case as it may affect member matching processes.

2.3.3 Employee Address

IMPORTANT:

The SuperStream Standards require that an address is provided with

contributions.

Employers are expected to make a reasonable effort to obtain and provide the

employee address. However, the employee address is optional in this file format

to allow for situations where the employer cannot provide it. In this case,

QuickSuper will include default information in outgoing SuperStream messages to

indicate that the address is unknown.

Australian address

If the country is ‘AU’ or blank (i.e. Australia), the following fields may be populated. An

example is also provided for your reference.

Field Required? Example

Address Line 1 Mandatory Unit 3

Address Line 2 Optional 10 Kent St

Address Line 3 Optional

Address Line 4 Optional

Suburb Mandatory SYDNEY

State Mandatory NSW

Post Code Mandatory 2000

Country Optional AU

The ‘Address Line 3’ and ‘Address Line 4’ fields may be included for Australian addresses

however it is noted that other systems may only allow for at most two address lines. We

recommend that you restrict Australian addresses to fit within the first two address lines

if possible.

The ‘Post Code’ and ‘State’ must be a valid combination in the list published by Australia

Post (see http://auspost.com.au to search for valid post codes).

International address

If some other country is specified, the following fields may be populated. An example is

also provided for your reference.

http://auspost.com.au/

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Field Required? Example

Address Line 1 Mandatory Unit 1B Level 7, West Building

Address Line 2 Optional 123 Johnstone Street West

Address Line 3 Optional Point Chevalier

Address Line 4 Optional Auckland 1022

Suburb Must be left blank

State Must be left blank

Post Code Must be left blank

Country Mandatory NZ

The ‘Suburb’, ‘Post Code’ and ‘State’ columns are specific to Australian addresses and

must be left blank for international addresses.

2.3.4 Handling long numeric values in Excel

If you enter a numeric value of 12 digits or longer, by default Excel will display the

number in scientific notation e.g. 123456789012 might be shown as ‘1.23457E+11’. If

you then save the file in CSV format without re-formatting, the value will be included in

the CSV file in scientific notation.

Furthermore, Excel will round values of 16 digits or longer so the full value may be lost.

For example, 123456789012345678 might be stored as ‘123456789012345000’ unless

re-formatting is supplied.

The same problems occur if you open a CSV file that contains long numeric values. Excel

will convert long numeric strings to scientific notation or round values. If the file is saved

again as CSV, the values in the saved file will reflect this conversion.

The fields in this file that are most likely to be affected by this issue are:

Fund ID, with 14 digit USIs.

Payroll ID.

Member ID.

For these fields, you may prefix the long number with a hash symbol (#) which will

cause Excel to treat the value as a text string instead of a number. Excel will not convert

values that it believes are text strings and therefore the value will be saved as you have

entered. When the file is uploaded into QuickSuper, the hash symbol will be ignored and

processing will proceed based on the remaining value. For example, if you enter

‘#12345678901001’ for the Fund ID, then QuickSuper will ignore the leading hash

symbol and try to match with Fund ID ‘12345678901001’.

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2.4 Name Title

The following is a list of accepted values for the optional Name Title column. These

values are sourced from AS4590. Accepted

Value

Description Accepted

Value


Value

Description

ABBOT Abbot DR Doctor MS Ms

AB Able Seaman EARL Earl NURSE Nurse

ADML Admiral ENGR Engineer OCDT Officer Cadet

ACM Air Chief Marshal FR Father PASTOR Pastor

AIRCDRE Air Commodore FLTLT Flight Lieutenant PO Petty Officer

AM Air Marshal FSGT Flight Sergeant PLTOFF Pilot Officer

AVM Air Vice Marshal FLGOFF Flying Officer PTE Private

AC Aircraftman GEN General PROF Professor

ACW Aircraftwoman GOV Governor RABBI Rabbi

ALD Alderman GP CAPT Group Captain RADM Rear Admiral

AMBSR Ambassador HON Honourable RECTOR Rector

ARCHBISHOP Archbishop JUDGE Judge RSM Regimental

Sergeant Major

ARCHDEACON Archdeacon JUSTICE Justice RSM-A Regimental

Sergeant Major Of

The Army

ASSOC PROF Associate Professor LADY Lady REV Reverend

BARON Baron LBDR Lance Bombardier RTHON Right Honourable

BARONESS Baroness LCPL Lance Corporal RT REV Right Reverend

BISHOP Bishop LAC Leading Aircraftman

SMN Seaman

BDR Bombardier LACW Leading Aircraftwoman

2LT Second Lieutenant

BRIG Brigadier LS Leading Seaman SEN Senator

BR Brother LT Lieutenant (Army) SNR Senior

CDT Cadet LEUT Lieutenant (Navy) SGT Sergeant

CANON Canon LTCOL Lieutenant Colonel SIR Sir

CAPT Captain (Army) LCDR Lieutenant

Commander SR Sister

CAPT, RAN Captain (Navy) LTGEN Lieutenant General SISTER SUP Sister Superior

CARDNL Cardinal LTGOV Lieutenant

Governor SQNLDR Squadron Leader

CHAP Chaplain LORD Lord SCDT Staff Cadet

CPO Chief Petty Officer MADAM Madam SSGT Staff Sergeant

COL Colonel MADAME Madame SM Station Master

CMDR Commander MAJ Major SBLT Sub Lieutenant

CMM Commissioner MAJGEN Major General SUPT Superintendent

CDRE Commodore MGR Manager SWAMI Swami

CONST Constable MSTR Master VADM Vice Admiral

CONSUL Consul MAYOR Mayor VCE CMNDR Vice Commander

CPL Corporal MAYORESS Mayoress VISCOUNT Viscount

COUNT Count MIDN Midshipman WOFF Warrant Officer (Air

Force)

COUNTESS Countess MISS Miss WO Warrant Officer

(Navy)

DAME Dame MR Mister WO1 Warrant Officer

Class 1

DEACON Deacon MON Monsignor WO2 Warrant Officer

Class 2

DEACONESS Deaconess MOST REV Most Reverend WOFF-AF Warrant Officer Of

The Air Force

DEAN Dean MTHR Mother WO-N Warrant Officer Of

The Navy

DEPUTY SUPT Deputy

Superintendent MRS Mrs WCDR Wing Commander

DIRECTOR Director

Page 22




2.5 Name Suffix

The following is a list of accepted values for the optional Name Suffix column. These

values are sourced from AS4590.

Accepted

Value


Value

Description

BM Bravery Medal KCVO Knight Commander of the Royal Victorian

Order

BEM British Empire Medal KG Knight of the Garter

COMDC Commissioner of Declarations AK Knight of the Order of Australia

CH Companion of Honour KT Knight of the Thistle

AC Companion of the Order of Australia OAM Medal of the Order of Australia - Order of St

John

CV Cross of Valour MP Member of Parliament

DCMG Dame Commander of the Order of Saint

Michael and Saint George

MHA Member of the House of Assembly

DCB Dame Commander of the Order of the Bath MHR Member of the House of Representatives

DBE Dame Commander of the Order of the

British Empire

MLA Member of the Legislative Assembly

DCVO Dame Commander of the Royal Victorian

Order

MLC Member of the Legislative Council

AD Dame of the Order of Australia AM Member of the Order of Australia

DFM Distinguished Flying Medal MBE Member of the Order of the British Empire

DSC Distinguished Service Cross MC Military Cross

DSM Distinguished Service Medal OC Officer Commanding

ESQ Esquire AO Officer of the Order of Australia

GC George Cross OBE Officer of the Order of the British Empire

JNR Junior OM Order of Merit

JP Justice of the Peace QC Queens Counsel

KB Knight Bachelor SNR Senior

KCMG Knight Commander of the Order of Saint

Michael and Saint George

SC Star of Courage

KCB Knight Commander of the Order of the Bath VC Victoria Cross

KBE Knight Commander of the Order of the

British Empire

Page 23




3 Employee Upload Error Report

If errors are identified in the upload file, QuickSuper will generate an error report. The

report can be downloaded from the QuickSuper web interface. The line number and the

error/s found on that line will be included in the file.

You should ensure that the receipt file is checked for errors each time and respond

accordingly. Any files containing errors will not be processed further by QuickSuper. You

must correct the errors and upload the corrected file for processing to continue.

The Error Report structure is as follows:

Record Description

Error Detail A record to represent an error in the employee file. There may be many

such records per file if there are multiple errors.

3.1 Error Detail

Field Name Position Value and Format Notes

Line Number 1 Numeric Indicates the line on which the

error has been determined.

Error Code 2 Numeric See list of codes below.

Error Description 3 Alphanumeric Describes the error in more

detail.

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3.2 Error Codes

The following describes the various error codes reported in the Error Detail record. The

examples represent the text that may be included in the Error Description field.

Error

Code

Description

01 Invalid Header Record

This error indicates that the first line of the file is not formatted correctly. The line must have all the file

headings in the correct order.

Example:

File missing required header fields.

02 Inconsistent Data

This error indicates that two lines in the file have the same Payroll ID but different employee details or

contact information.

Example:

Name Title 'MR' inconsistent with line 100 Name Title ''.

Family Name 'Smythe' inconsistent with line 100 Family Name 'SMITH'.

Given Name 'Johannes' inconsistent with line 100 Given Name 'JOHN'.

Other Given Name 'Other Given Name' inconsistent with line 100 Other Given Name ''.

Name Suffix 'AC' inconsistent with line 100 Name Suffix ''.

Date Of Birth '12-Aug-51' inconsistent with line 100 Date Of Birth '12-Aug-50'.

Gender 'M' inconsistent with line 100 Gender 'F'.

Tax File Number '123456789' inconsistent with line 100 Tax File Number '012345678'.

Phone Number '9876543210' inconsistent with line 100 Phone Number '0123456798'.

Mobile Number '9876543210' inconsistent with line 100 Mobile Number '0123456798'.

Email Address '[email protected]' inconsistent with line 100 Email Address '[email protected]'.

Address Line 1 '123 Sample St' inconsistent with line 100 Address Line 1 '123 Sample Rd'.

Address Line 2 'Street Address 2' inconsistent with line 100 Address Line 2 ''.

Suburb 'WALLSEND' inconsistent with line 100 Suburb ''.

State 'NSW' inconsistent with line 100 State ''.

Post Code '2287' inconsistent with line 100 Post Code ''.

Country 'AU' inconsistent with line 100 Country 'US'.

Employee Status 'Active' inconsistent with line 100 Employee Status 'Inactive'.

Employment Start Date '12-Aug-52' inconsistent with line 100 Employment Start Date '12-Aug-50'.

Employment End Date '' inconsistent with line 100 Employment End Date '12-Aug-50'.

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Error

Code

Description

03 Invalid Line Combination

This error indicates that fund details have not been provided. If multiple lines have the same Payroll ID,

these lines must provide fund details.

Example:

Employee ‘John SMITH’ provided on multiple lines but missing fund details.

04 Duplicate Data

This error indicates that the Fund ID/Member ID combination for this Employee has already been included

in the file.

Example:

Employee ‘John SMITH’ with Fund ID ‘DEF’ and Member ID ‘XYZ’ already included on line 100.

05 Payroll ID not consecutive

This error indicates that lines with the same Payroll ID are not listed consecutively in the file. Lines with

the same Payroll ID must appear one after the other.

Example:

Lines for employee ‘John SMITH’ are not listed consecutively.

06 Employer ID not consecutive

This error indicates that lines with the same Employer ID are not listed consecutively in the file. Lines with

the same Employer ID must appear one after the other.

Example:

Lines for employer ID ‘XYZ’ are not listed consecutively.

07 Employer contributions in progress

This error indicates the employer has contributions in progress. Employees cannot be modified while

contributions are in progress. You must wait for the contributions to be processed or delete the

contributions using the QuickSuper screens.

Example:

Employer ID ‘XYZ’ has contributions in progress.

08 - 09 Reserved for future use.

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Error

Code

Description

10 Invalid Action

This error indicates that the value specified in the Action field is not valid. The value must be ‘ADD’ or

‘UPDATE’.

If the specified value is ‘ADD’, the error could indicate:

The Payroll ID already exists in QuickSuper

The Fund ID/Member ID combination already exists for this employee in QuickSuper

If the specified value is ‘UPDATE’, the error could indicate:

The Payroll ID does not exist in QuickSuper

The Fund ID/Member ID combination does not exist in QuickSuper

Examples:

Required Action is not specified.

Action ’XYZ’ is not one of the accepted values (‘ADD’ or ‘UPDATE’).

Action ‘ADD’ not valid. Employee ‘John SMITH’ already exists.

Action ‘ADD’ not valid. Fund ID ‘F1’ with Member ID ‘M1’ already exists.

Action ‘ADD’ not valid. Fund ID provided is not active.

Action ‘UPDATE’ not valid. Employee ‘John Smith’ does not exist.

Action ‘UPDATE’ not valid. Fund ID ‘F1’ with Member ID ‘M1’ does not exist.

11 Invalid Employer ID

This error indicates that the Employer ID field does not match an enabled, registered employer available

to the QuickSuper client. You should check that the specified employer is registered in QuickSuper and

that it is enabled.

Note: this field is optional for single employer clients but mandatory for multi-employer clients.

Examples:

Required Employer ID not specified.

Specified Employer ID ‘ABCDEF’ is not registered for use.

12 Invalid Payroll ID

This error indicates the Payroll ID field is not valid. It must not be longer than 20 characters.

Examples:

Payroll ID ‘ABCDEFGHIJ0123456789Z’ exceeds 20 character limit.

13 Invalid Name Title

The name title is an optional field but if provided must match one of the accepted values listed in Section

2.4.

Example:

Name Title ‘XYZ’ is not one of the accepted values.

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Error

Code

Description

14 Invalid Family Name

The Family Name field is a mandatory field and cannot be left blank. Additionally, only a specific set of

characters are accepted for this field.

Examples:

Required Family Name not specified.

Family Name ‘$MITH’ contains invalid characters.

15 Invalid Given Name

The Given Name field is a mandatory field and cannot be left blank. Additionally, only a specific set of

characters are accepted for this field.

Examples:

Required Given Name not specified.

Given Name ‘J@HN’ contains invalid characters.

16 Invalid Other Given Name

This is an optional field. If supplied, only a specific set of characters are accepted for this field.

Example:

Other Given Name ‘M@RK’ contains invalid characters.

17 Invalid Name Suffix

The name suffix is an optional field but if provided must match one of the accepted values listed in

Section 2.5.

Example:

Name Suffix ‘XYZ’ is not one of the accepted values.

18 Invalid Date Of Birth

This error indicates that the value specified in the Date Of Birth is blank, does not match the required

format or is outside the accepted range. This field must match the client’s preferred date format. The date

must also be prior to the current date (ie future dates are not allowed) and must not be more than 100

years ago.

Examples:

Required Date Of Birth not specified.

Date Of Birth '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Date Of Birth ‘12/03/2299’ is outside the valid date range.

19 Invalid Gender

The gender is an optional field but if provided must match one of the accepted values: ‘M’ for male or ‘F’

for female.

Example:

Gender ‘Z’ is not one of the accepted values ‘M’ or ‘F’.

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Error

Code

Description

20 Invalid Tax File Number

This error indicates the Tax File Number (TFN) is not valid based on the rules supplied by the Australian

Tax Office (ATO). This field is optional but, if supplied, it must pass the ATO basic validation rules.

Example:

Tax File Number is not valid.

21 Invalid Phone Number

The phone number is an optional field but if provided must not be longer than 15 characters. Additionally,

the value must be a well-formed phone number consisting of a specific set of characters only.

Examples:

Phone Number ‘12345678901234567890’ exceeds 15 character limit.

Phone Number ‘!@#$%’ is not a valid phone number.

22 Invalid Mobile Number

The mobile number is an optional field but if provided must not be longer than 15 characters. Additionally,

the value must be a well-formed phone number consisting of a specific set of characters only.

Examples:

Mobile Number ‘12345678901234567890’ exceeds 15 character limit.

Mobile Number ‘!@#$%’ is not a valid phone number.

23 Invalid Email Address

The email address is an optional field but if provided must not be longer than 60 characters. Additionally,

the value must be in a valid email address format.

Examples:

Email Address ‘AAA…AAA’ exceeds 60 character limit.

Email Address ‘XYZ’ is not a valid email address.

24 Invalid Address Line

Address lines are optional fields but if provided must not be longer than 40 characters. Additionally, if

other address components are provided, then at least Address Line 1 must also be provided. Address lines

3 and 4 must not be included for Australian addresses as they are applicable to international addresses

only.

Examples:

A partial address should not be included without the required Address Line 1.

Address Line 1 ‘AAA…AAA’ exceeds 40 character limit.




Address Line 3 should not be included for an Australian address.

Address Line 4 should not be included for an Australian address.

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Error

Code

Description

25 Invalid Suburb

The suburb is a required field for Australian addresses and must not be longer than 40 characters. It must

also match with a suburb listed for the provided post code. Suburb must not be included for international

addresses.

Examples:

Suburb ‘AAA…AAA’ exceeds 40 character limit.

Required Suburb is not included for an Australian address.

Suburb should not be included for an international address.

Suburb ‘CHARLESTOWN’ does not match any suburb listed for Post Code ‘2000’.

26 Invalid State

The state is a required field for Australian addresses and must match with one of the accepted values. It

must also match with the state listed for the provided post code. State must not be included for

international addresses.

Examples:

State ‘AAA’ is not one of the accepted values.

State ‘WA’ does not match the state listed for Post Code ‘2000’.

Required State is not included for an Australian address.

State should not be included for an international address.

27 Invalid Post Code

The post code is a required field for Australian addresses and must match with one of the accepted

values. Post code must not be included for international addresses.

Examples:

Post Code ‘AAA’ is not one of the accepted values.

Required Post Code is not included for an Australian address.

Post Code should not be included for an international address.

28 Invalid Country

The country is an optional field but if provided must match with one of the accepted values.

Example:

Country ‘ZZ’ is not one of the accepted values.

29 Invalid Employee Status

This error indicates that the value specified in the EmployeeStatus field is not valid. This field is optional

but, if supplied, it must be ‘Active’ or ‘Inactive’.

Example:

Employee Status ‘Yes’ not one of expected values (‘Active’ or ‘Inactive’).

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Error

Code

Description

30 Invalid Employment Status Code

This error indicates that the employment status code is not one of the expected values ‘Full time’, ‘Part

time’, ‘Casual’ or ‘Contractor’.

Examples:

Employment Status Code 'ABC' not one of expected values ('Full time', 'Part time', 'Casual' or

'Contractor').

31 Invalid Employment Start Date

This error indicates that the employment start date is not in the expected format, is outside the accepted

range (i.e. older than 100 years ago or greater than 6 months after current date) or is greater than the

employment end date.

Examples:

Employment Start Date '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Employment Start Date ‘12/03/2299’ is outside the valid date range.

Employment Start Date ‘10/09/2011’ is after the Employment End Date ‘13/06/2010’

32 Invalid Employment End Date

This error indicates that the employment start date is not in the expected format or is outside the

accepted range (i.e. older than 100 years ago or greater than 6 months after current date).

Examples:

Employment End Date '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Employment End Date ‘12/03/2299’ is outside the valid date range.

33 Invalid Employment End Reason

The employment end reason must be provided if the Employment End Date is provided and must be left

blank if the Employment End Date is not provided.

Example:

Employment End Reason is required when Employment End Date is provided.

Employment End Reason should not be included when Employment End Date is blank.

34 Invalid Occupation

35 Invalid Weekly Hours Worked

The weekly hours worked must be a decimal number between 0 and 168 with up to 3 decimal places.

Example:

Weekly Hours Worked 'ABC' is not a valid decimal number.

Weekly Hours Worked '190' is not in the valid range of 0 to 168.

36 Invalid At Work Indicator

This error indicates that the at work indicator was not one of the expected values ‘true’ or ‘false’.

Example:

At Work Indicator 'ABC' is not one of the expected values ('true' or 'false').

Page 31




Error

Code

Description

37 Invalid Fund ID

This error indicates that the Fund ID does not match an enabled, registered fund available to the

QuickSuper client. You should check that the specified fund is registered in QuickSuper and that it is

enabled. You cannot upload contributions for disabled funds.

Example:

Fund ID 'XYZABC' is not registered for use.

38 Invalid Fund Name

This error indicates that the Fund Name field was provided but the Fund ID was not. This field is optional

but, if supplied the Fund ID must also be supplied

Example:

Fund Name ‘AMP Super’ provided without Fund ID.

39 Invalid Member ID

This error indicates the Member ID field is not valid. The Member ID is an optional field but it must be

provided if Fund ID was provided. The Member ID must not be longer than 20 characters. Additionally,

only a specific set of characters are accepted for this field.

Examples:

Member ID ‘MemberABCDEFHIJKLMNOP’ exceeds 20 character limit.

Member ID ‘Member!@#$%^&*’ contained invalid characters.

Member ID required as Fund ID has been provided.

Member ID provided without Fund ID.

40 Invalid Fund Membership Status

This error indicates that the value specified in the Fund Membership Status field is not valid. This field is

optional but, if supplied:

it must be ‘Active’ or ‘Inactive’

the Fund ID must also be provided

the Employee Status must be ‘Active’ if the Fund Membership Status is ‘Active’

Examples:

Fund Membership Status ‘ABC’ not one of expected values (‘Active’ or ‘Inactive’).

Fund Membership Status provided without Fund ID.

Page 32




Error

Code

Description

41 Invalid Amount

This error indicates that one of the default contribution amount fields contains an invalid amount or was

provided when the Fund ID was left blank.

Examples:

Employer Super Guarantee Default Amount ‘-300.55’ is not a valid amount.

Employer Award Default Amount ‘-300.55’ is not a valid amount.

Employer Additional Default Amount ‘300.5577’ is not a valid amount.

Member Salary Sacrifice Default Amount ‘ABC’ is not a valid amount.

Member Additional Default Amount ‘300.00.2’ is not a valid amount.

Spouse Default Amount ‘$1$2’ is not a valid amount.

Child Default Amount ‘@%&’ is not a valid amount.

Other Third Party Default Amount ‘1A2B3C’ is not a valid amount.

Employer Super Guarantee Default Amount provided without Fund ID.

Employer Additional Default Amount provided without Fund ID.

Member Salary Sacrifice Default Amount provided without Fund ID.

Member Additional Default Amount provided without Fund ID.

Spouse Default Amount provided without Fund ID.

Child Default Amount provided without Fund ID.

Other Third Party Default Amount provided without Fund ID.

42 Invalid Salary For Benefits

This error indicates that salary for benefits contains an invalid amount or was provided when the Fund ID

was left blank.

Examples:

Salary For Benefits ‘ABC’ is not a valid amount.

Salary For Benefits provided without Fund ID.

43 Invalid Salary For Contributions

This error indicates that salary for contributions contains an invalid amount or was provided when the

Fund ID was left blank.

Examples:

Salary For Contributions ‘ABC’ is not a valid amount.

Salary For Contributions provided without Fund ID.

44 Invalid Salary For Contributions Start

This error indicates that the salary for contributions start date is not in the expected format, or was


Examples:

Salary For Contributions Start '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Salary For Contributions Start provided without Fund ID.

Page 33




Error

Code

Description

45 Invalid Salary For Contributions End

This error indicates that the salary for contributions end date is not in the expected format, or was


Examples:

Salary For Contributions End '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Salary For Contributions End provided without Fund ID.

46 Invalid Salary For Insurance

This error indicates that salary for insurance contains an invalid amount or was provided when the Fund

ID was left blank.

Examples:

Salary For Insurance ‘ABC’ is not a valid amount.

Salary For Insurance provided without Fund ID.

47 Invalid Insurance Opt Out

This error indicates that insurance opt out was not one of the expected values ‘true’ or ‘false’, or was

provided when Fund ID was left blank.

Example:

Insurance Opt Out 'ABC' is not one of the expected values ('true' or 'false').

Insurance Opt Out provided without Fund ID.

48 Invalid Contributions Commence Date

This error indicates that the contributions commence date is not in the expected format, or was provided

when Fund ID was left blank.

Examples:

Contributions Commence Date '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Contributions Commence Date provided without Fund ID.

49 Invalid Contributions Cease Date

This error indicates that the contributions cease date is not in the expected format, or was provided when


Examples:

Contributions Cease Date '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Contributions Cease Date provided without Fund ID.

50 Invalid Fund Registration Date

This error indicates that the fund Registration date is not in the expected format, or was provided when


Examples:

Fund Registration Date '12-Aug-1980' is not in expected format 'DD/MM/YYYY'.

Fund Registration Date provided without Fund ID.

Page 34




Error

Code

Description

51 Invalid Benefit Category

This error indicates that the benefit category was provided when Fund ID was left blank.

Benefit Category provided without Fund ID.

52 Invalid Amendment Reason

This error indicates that the amendment reason was provided when Fund ID was left blank.

Amendment Reason provided without Fund ID.


90 Fund specific error

This error indicates the contribution has failed fund specific validation rules. These rules are associated

with a particular Fund ID. Each fund may have its own set of rules. They are applied in addition to the

standard QuickSuper rules.

Examples:

Fund Member ID must start with ‘F’ or ‘M’.

Fund Member ID must have 10 characters.


99 Internal QuickSuper Error

This indicates that the file could not be processed for an unspecified reason. You will not receive this error

in normal processing. If this error occurs, please contact QuickSuper Support and we will advise of the

next action.

Example:

Internal QuickSuper Error occurred.

The file could not be processed for an unspecified reason.

QuickSuper Support staff will be alerted and will be in contact with you to advise of the next action.

Page 35




4 Employee Upload Confirmation Report

The confirmation report displays all the changes that will result from an employee upload

file. These changes must be confirmed before they can be committed.

If a new employee is being added the report will show:

Employee: <Payroll ID>, <Given Name> <Family Name> (NEW)

Name Title: <Name Title>

Given Name: <Given Name>

Other Given Name: <Other Given Name>

Family Name: <Family Name>

Name Suffix: <Name Suffix>

Date Of Birth: <Date Of Birth>

Gender: <Gender>

Tax File Number: ‘Provided’ if <Tax File Number> was provided

‘Not Provided’ if <Tax File Number> was empty

Phone Number: <Phone Number>

Mobile Number: <Mobile Number>

Email Address: <Email Address>

Address Line 1: <Address Line 1>




Suburb: <Suburb>

State: <State>

Post Code: <Post Code>

Country: <Country>

Employee Status: <Employee Status>

Employment Status Code: <Employment Status Code>

Employment Start Date: <Employment Start Date>

Employment End Date: <Employment End Date>

Employment End Reason: <Employment End Reason>

Occupation: <Occupation>

Weekly Hours Worked: <Weekly Hours Worked>

Page 36




At Work Indicator: <At Work Indicator>

If an existing employee is being modified the report will show:

Employee: <Payroll ID>, <Given Name> <Family Name> (UPDATE)

<FieldName>: Was <Before> Now <After>


etc, etc

If a new fund membership is being added:

Fund Membership: <Member ID>, <Fund Name> (NEW)

Fund ID: <Fund ID>

Fund Name: <Fund Name>

Member ID: <Member ID>

Fund Membership Status: <Fund Membership Status>

Employer SGC Default: <Employer SGC Default>

Employer Award Default: <Employer Award Default>

Employer Additional Default: <Employer Additional Default>

Member Salary Sacrifice Default: <Member SalarySacrifice Default>

Member Additional Default: <Default Employee Additional>

Spouse Default: <Spouse Default>

Child Default: <Child Default>

Other Third Party Default: <Other Third Party Default>

Salary For Benefits: <Salary For Benefits>

Salary For Contributions: <Salary For Contributions>

Salary For Contributions Start: <Salary For Contributions Start>

Salary For Contributions End: <Salary For Contributions End>

Salary For Insurance: <Salary For Insurance>

Insurance Opt Out: <Insurance Opt Out>

Contributions Commence Date: <Contributions Commence Date>

Contributions Cease Date: <Contributions Cease Date>

Fund Registration Date: <Fund Registration Date>

Benefit Category: <Benefit Category>

Page 37




Amendment Reason: <Amendment Reason>

If an existing fund membership is being modified the report will show:

Fund Membership: <Member ID>, <Fund Name> (UPDATE)



etc, etc

Page 38




5 Questions and Answers

The following are some answers to anticipated questions from QuickSuper clients.

Can I register more than one fund for an employee?

Yes. The employee file allows multiple funds to be registered against the same

employee. This is done by adding a new line for every fund. For example, an employee

with two funds is represented as two lines in the file. An employee with three funds is

represented as three lines, and so on. It is important that the main employee fields are

the same on all lines (i.e. Given Name, Family Name, Other Given Name, Date Of Birth,

Tax File Number, Employee Status, etc).

Note: these lines must appear one after the other. If a different employee appears in

between these lines the file will be rejected.

Can I include more than one employer in the same file?

Yes. Employees from different employers can be included in the same file. QuickSuper

will use the Employer ID field to identify the correct employer.

Note: employees with the same Employer ID must be listed one after the other. If a

different Employer ID appears in between these lines the file will be rejected.

How can I modify an employee that is already registered in QuickSuper?

To mark an employee as inactive so they are excluded from future contributions, include

one line in the file.

Line 1: An ‘UPDATE’ line for the Payroll ID. Employee Status must be ‘Inactive’.

To modify the Payroll ID of an existing QuickSuper employee, include two lines in the

file.

Line 1: An ‘UPDATE’ line for the old Payroll ID. Employee Status must be ‘Inactive’.

Line 2: An ‘ADD’ line for the new Payroll ID. Employee Status must be ‘Active’.

To modify other employee data (Family Name, Given Name, Other Given Name, Date Of

Birth, Tax File Number, Address or Employee Status), include one ‘UPDATE’ line in the

file.

Line 1: An ‘UPDATE’ line with the existing Payroll ID and the correct Family Name, Given

Name etc.

Page 39




How can I modify a Fund Membership that is already registered in QuickSuper?

To mark a Fund Membership as inactive so it is excluded from future contributions,

include one line in the file.

Line 1: An ‘UPDATE’ line for the Fund ID/Member ID. Fund Status must be ‘Inactive’.

To modify the Fund ID or Member ID of an existing QuickSuper employee, include two

lines in the file.

Line 1: An ‘UPDATE’ line for the old Fund ID/Member ID. Fund Status must be ‘Inactive’.

Line 2: An ‘ADD’ line for the new Fund ID/Member ID. Fund Status must be ‘Active’.

To modify other fund data (Employer SGC Default, Employer Additional, Employer

Additional Default) include one ‘UPDATE’ line in the file.

Line 1: An ‘UPDATE’ line with the correct Employer SGC Default, Employer Additional

Default, etc.

How do I change employee contribution amounts for the next contribution

period?

Contribution amounts may change from one contribution period to the next. To update

the contribution amounts for the next contribution period follow these steps:

1. Select ‘View Employees’ on the QuickSuper main menu.

2. Click the ‘Export Employees’ button. Save the file to your computer.

3. Open Microsoft Excel.

4. Open the employee file (select ‘File’ menu, choose ‘Open’ then locate and open the

file).

5. Update the default contribution amount columns as required.

6. Save your Excel file into a CSV file. To do this select ‘File’ menu, choose ‘Save As’

then set ‘Save As Type’ to ‘CSV (Comma delimited) (*.csv)’.

7. On the QuickSuper ‘Upload Employees’ screen and follow the instructions.

8. After you have reviewed and confirmed the file changes click ‘Create New’ on the

QuickSuper main menu. Follow the screen instructions to generate a new

contribution file. The file generated will contain the contribution amounts entered into

the upload file.

Documents

QuickSuper...QuickSuper Employee Upload File Specification (v3) 2.2 File Format The file structure is as follows: Record Description File Header One record at the start of the employee