Registration

To register please complete the Registration Form.

When completing your registration, or updating an existing registration, you will need to specify our File Upload Code from the table below.

The manual reconciliation option needs the uploaded file to be approved or rejected within the ClickSuper Portal. This can be useful if the payment of funds is the responsibility of someone other than the payroll officer, or if a second level of approval is required.

Once you have completed your application follow the email steps sent to you by ClickSuper to complete your registration.

Configuration

Login to the ClickSuper Portal using your User Id and Password after selecting GO TO CLICKSTREAM

On the Dashboard Tab Navigate to the Company Name link - top right corner . Check each of the tabs; Company Detail, Address, Banking and Authorised Office(s) are correctly entered.

The debit interval days on the Payment Options tab specifies how accepted and verified contribution uploads are scheduled for payment. ClickSuper processes payments at 4pm daily and the portal can be configured to automatically schedule payment or can be setup to manually schedule which requires each payment to be scheduled using the payment navigation option.

NetSuite Set Up & Configuration

Create Payroll Vendor

Once you have completed the ClickSuper Registration and have access to the ClickSuper Portal you will also need to create your ClickSuper Payroll Vendor. 

Navigate to Payroll Administration>Payroll Setup>Vendors>New

Complete the necessary primary information and navigate to the Payroll sub-tab to enter relevant information into the Payroll Vendor fields. 

Payroll Configuration

Navigate to Payroll Administration > Payroll Setup > Configuration Wizard and proceed to Step 6 : Accounting.

At the bottom of the page you will see the ClickSuper Integration Group fields. 

Click "Next" through to Step 10 and "Finish" to successfully update Payroll Setup.

SuperStream Compliance

SuperStream officially came into effect for large employers (20+ employees) on the 31st of October 2015.  All small employers (19 or few employees) must meet the SuperStream standard by 30 June 2016.

See ATO Website for further details https://www.ato.gov.au/Super/SuperStream/

As part of the process additional information in accordance with SuperStream requirements is now included on the remittance file sent to ClickSuper.

Review Employee data to ensure that all information is correct and complete as this will enable successful file transmission through ClickSuper.  

To follow are the fields that are required to be completed within NetSuite.

Employee Record

• Last Name

• First Name

• Gender

• Birth Date

• Email

• Address (the Default Shipping & Home boxes MUST be ticked on the address line)

• Line 1

• Line 2 (optional)

• Line 3 (optional)

• Line 4 (optional)

• Suburb

• State

• Postcode

• Country

• Home Phone and/or Phone field (area code must be included)

• TFN

Super Fund Record - For All Other Funds

• Unique Superannuation Identifier (USI)

• ABN

NB:  SPIN (as of 1 July 2015 will no longer be used)

Super Fund Record - For Self Managed Super Funds (SMSF)

• SPIN (as of 1 July 2015 will no longer be used)

• ABN

• Electronic Service Address (ESA) - NB If an employee does not have an ESA this can be applied for through the ClickSuper website http://www.clicksuper.com.au/self-managed-super-fund/

• BSB Number

• Account Number

• Account Name

• Name of Superfund Record must be less than 32 characters long

• Is SMSF' box is to be ticked

Below are links where you can access additional information regarding the requirements for SuperStream & also where to look up USI & ABN information.

http://www.clicksuper.com.au/self-managed-super-fund/

https://www.ato.gov.au/super/superstream/employers/employer-checklist--a-step-by-step-guide/

http://superfundlookup.gov.au/DownloadUsiList.aspx

Super Fund Set Up

To make Employee superfund contributions available for payment via the ClickSuper integration, the vendor nominated on the Employee Super Fund should be set to ClickSuper (ie. Payroll Vendor specified in the Payroll Setup section above). 

Ensure all Employee Super Fund fields and other applicable fields required for SuperStream (as outlined above) are also complete.

Self Managed Super Funds

If an employee has a self managed super fund (SMSF) you will need to create a new Super Fund specifically for them.

As outlined above you must ensure that ABN, ESA,  BSB and Account Number are all specified.

Check the "IS SMSF" checkbox and enter the name of the superfund. The name must be less than 32 characters long.

Here is an example SMSF.

Processing Super Contributions

Once ClickSuper portal and Payroll set up is complete, the ClickSuper process is then ready for superannuation contribution payments.

To initiate the process a Payroll Remittance record is required.

Navigate to Payroll Administration > Australia > Super : Payroll Remittance > New.

Select Super Contributions For Payment

On the new 'Select Super Contributions For Payment' screen 

Select a Subsidiary (if applicable) and enter Start and End Dates 

The page will refresh to show pending superannuation contributions for that period. 

A pending contribution is a payslip detail line of either Employee Super, Employer Super, Extra Super, or Super Salary Sacrifice that has a payee of the ClickSuper Vendor (see super fund configuration above), that has not previously been paid as part of an existing payroll remittance record.

A summary line is displayed for each employee showing the total number of contributions (payslip detail lines), and a break down of the contribution types.

At the top of the page you can also see the total number of selected contributions, the total number of selected employees and the total amount of the payroll remittance.

Select Super Funds

If you only wish to pay contributions for specific super funds, check the "Filter By Super Funds" checkbox. This will enable the Super Funds selection list.

Select one or multiple (Ctrl +) Super Funds and Refresh.

In the example below you can see the AMP SuperLeader Plan from the previous example is no longer displaying.

Select Employees

If you do not wish to make a payroll remittance for all of the employees in the list,  uncheck the Pay checkbox next to the Employee's name. 

Select Super Types

You can also do the same with the Super Type e.g Only tick Employer Super if you do not wish to make other Super Payments like Salary Sacrifice.

Create Remittance

Once you have selected all the contributions you wish to pay, click the Create Remittance button, this will confirm the total amount to be paid.

Once submitted the payroll remittance record will be created for review.

Payroll Remittance Record

The Payroll Remittance Record contains listing of the contributions to be paid along with details needed by ClickSuper and the Process Status. 

The example below indicates a record where the system has detected missing information from the Employee records. The missing information needs to be corrected before the Payroll Remittance form can be completed.

To rectify missing information;

1. Navigate to the relevant Employee record

2. Update the required details

3. Return to the Payroll Remittance page

4. Refresh

Upload Payroll Remittance 

Once the Payroll Remittance is checked and complete, Click the Upload button to submit the remittance for verification.

The Process Status will change to "Submitted Pending Verification", you can then click on Check Status. 

If there are any further errors these will be now be displayed and also require correction.

Once complete you will see a green box confirming the upload is complete and the process status will change to "Submitted - Manual Verification" and you are now ready to go back to the ClickSuper Portal to review & confirm payment to be processed.

Payment Reconciliation

Login to ClickSuper Portal

Navigate to the Uploads option in the left hand column.  You should see your Contribution at the top of the uploads list with a status of "Waiting User Response"

Click on the Payroll Remittance Link to then display your Reconciliation Report - You can then review this and Click on either "Accept" or " Reject" as below   NB .You can also "Export" for review in further detail

Once you have Accepted the Payroll Remittance the Status will Change to "Success" and you can Navigate to Payments option in left hand column

Your payments should be showing as "UnScheduled"  You can now click on "Schedule All" to set the date you wish the payment to be direct debited from your account.

You can now select the date for payment from the Pop Up Calendar and then click on the "Tick" bottom right corner

Your payments have now all been updated to Scheduled and the date you set will be displayed.  You should also receive an email from ClickSuper confirming a successful transmission.

Remittance Schedule

The remittance module includes a scheduled script that is used to check ClickSuper for status updates on a daily basis. The script will:

1. Query and update the status of remittance records that have processed

   1. find "Submitted Pending Verification" or "Submitted Manual Verification" records within Click Super and return a status update.

2. Update Payslip Details, linking the remittance record and setting the paid checkbox for all remittance record that have status "Published"

3. Update Payslip Details, clearing the remittance record and paid checkbox where the process status is "Cancelled"

Configuring Scheduled Process

The scheduled script is not installed as scheduled so a Script Deployment must be manually scheduled as part of the installation process. To do this complete the following steps:

1. Locate the Payroll Remittance Scheduled Script (Customization > Scripting > Scripts), select Scheduled in the Type Filter and click Edit

2. Open the Deployments sub-tab and click the title "Payroll Remittance Scheduled"

 3. Edit the Deployment set the following fields, and save

1. Status to "Scheduled"

2. Daily Event, and Repeat every weekday

3. Start Date to the following day

4. Start Time to 3:00 am

5. Check 'No End Date'

6. Save

The script will be queued to run at 3:00 am every weekday.

Vendor Bill Payment

Once the Click Super process has completed the superannuation contributions will have been paid, however, the direct debit by ClickSuper will need to be reflected in your general ledger. 

You can process this Vendor Payment in NetSuite as you do any other Payroll Vendor. E.g Bill Payment, Cheque or Journal.

Resubmit Rejected Remittances

In some cases a Super Fund will return contributions to ClickSuper if an Employee fund could not be found.

This typically happens when a membership number is incorrect, or the incorrect Super Fund has been specified on the employees contribution.

The payments are returned by ClickSuper, and the individual pay details for the contribution need to be updated and made available for future remittance processing when the Employee's Super Fund details are corrected.

The return of a contribution typically happens more than 5 days after a remittance has been submitted and the Remittance will have been marked as completed.

To start the process locate and select the remittance record that the rejected contribution was included in .

Click the "Resubmit Rejected Contributions" button.

Select one or more employee's who's contributions were rejected.

If you want to immediately create a new Remittance for the rejected contributions leave the "Resubmit" checkbox checked and enter the pay date.

If you prefer to include the contributions on a future remittance uncheck Resubmit.

Click Resubmit Remittance and the selected contributions will be unassociated with the original remittance (see Remittance changes below).

If the Resubmit checkbox was ticked a new remittance record will be created and submitted to Click Super.

If Resubmit was left unchecked, you will return to the original remittance record.

Resubmitting Contributions From Multiple Remittance Records

If the rejected contributions span multiple remittance records you will need to go into each Remittance Record and run the process for each employee.

Best practice is to uncheck the "Resubmit" checkbox, that way the rejected contributions won't be automatically included on a resubmit remittance.

Instead you can either run a new remittance spanning the full date range for the rejected submissions, or include on the next remittance run (remembering to extend the date range to include for the prior period).