Updating Superannuation with the Bulk Data Tool

---

In conjunction with the Australian Base Superannuation Increase on July 1st, we have created a tutorial and video guide to update your Super records in bulk with ease.

There are two parts to this tutorial.

Part 1: Updating all current superannuation data as of July 1

Part 2: Amending the default superannuation value assigned to new employees when onboarded.

---

This article covers:

• How to Bulk Update Current Superannuation Data
• How to Amend the Default Remuneration Component for Superannuation

---

Part 1: Updating Current Superannuation Data

STEP 1: Exporting your current remuneration data

1. Navigate to Settings >> Bulk Data Tool

2. Click "Export" at the top-right hand corner of the page.

---

---

3. You will then be prompted to select an "Export Type". For this update we will need to select "Job Remuneration Data".

4. You will then have the option to add an additional column called "person lookup". This column allows us to easily identify which records belong to which employee. For this update we will select "Lookup via display name" (display name refers to the name shown on an employee's profile). We advise leaving the "As at" date blank to ensure you are exporting the most recent and up-to-date data.

 5. Click “Export” - an excel file will then download onto your computer.

---

STEP 2: Preparing your spreadsheet for upload

Now that you have exported your current remuneration data, you will need to begin preparing the spreadsheet with the updated superannuation percentage.

1. Apply a filter to the column containing superannuation to show only the employees who receive this addition.

To apply a filter in excel, select the column you would like to filter, then click "Sort & Filter" and select "Filter" from the drop-down menu. Amend the filter to show only the employees who receive this addition. 

Note: In most cases, you should only have reference to Superannuation but in the event, that both super and superannuation have been used on employee records you will want to update both.

2. Copy and paste all records containing superannuation into a new spreadsheet.

3. Find and replace all Superannuation Percentages from 10% to 10.5% (as of July 2022). To do this in excel, click "Find & Select" and select "Replace" from the drop-down menu.

4. Enter in 10% as the "Find what" value for and 10.5% as the "Replace with" value.

5. Click "Replace All".

6. In the update_start_date column enter 2022-07-01 (YYYY-MM-DD format) for all records. Enter this in the first cell and copy this to all other cells in the column. You do not also have to enter a time.  The date as seen above is enough.

7. Save the spreadsheet as a CSV file.

Note: If you have both Additions to Base and Additions to Total for Superannuation recorded on your platform, you can either repeat Steps 1 - 6 to prepare an additional spreadsheet for upload i.e. do separate uploads for additions to base and additions to total or copy and paste the superannuation details form the base columns to the total columns and remove the data in the original additions to base field.

---

STEP 3: Uploading your spreadsheet

1. Navigate to Settings >> Bulk Data Tool

2. Click "Start an Import" at the top-right hand corner of the page.

---

---

3. Enter in a name for the new import (i.e. Superannuation Increase Data Import) and click "Create".

4. Click "Upload" in the top right-hand corner of the screen.

5. Select the Upload Type "Update Job Remuneration Data".

6. Enter the Update Start Date as 01/07/2022 as this is when the Superannuation increase will come into effect.

7. Drag and drop or click to upload your CSV file. 

8. Click Next. You will then be prompted to preview changes and click Save.

9. To begin the import click Start Processing at the top right-hand corner of the page.

10. A warning message will appear to make sure you wish to begin importing. Confirm the import by clicking Start Processing. 

11. Once the import is successfully completed you will see the following screen.

---

Watch the Step-by-Step Process

 

---

Part 2: Amend the Default Superannuation Value

Editing Default Remuneration Components

So that Superannuation moving forward is automatically assigned to all new jobs as 10%, you can edit the Default Remuneration Component for Super. To amend this:

1. Navigate to Settings > Default Remuneration Components 

2. Select the three dots next to Superannuation.

3. From the dropdown menu select Edit

4. Amend the default percentage from 10% to 10.5%

5. Ensure the configuration checkbox is ticked to Automatically assign to all new jobs.

6. Save.

Tip: If you do not already have a Default Remuneration Component for Superannuation, please see this article on Creating and Editing Default Remuneration Components.