User Guide - SuperEzy
Contents
1. Input Type lt All gt v Contribution Schedule lt All gt Contribution Status lt All gt v Fund lt All gt v Contribution Amount Date Sent dd mm yyyy to Maximum number of transactions returned in search list 500 To search by batch click Batch Search to display a list of all previous batch payments made Alternatively to limit your search complete any or all of the fields shown above and then click Batch Search Member D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback SuperStream Member Contributions Member Search Note All highlighted fields accept wildcard searches Fund Name lt All gt v Member First Name Member Last Name Member Number Payroll Number Member Status lt Current gt v Batch Id Maximum Number of Members in Search Result 500 To search contribution made to an individual member click Search this will display all active members in your plan To view a specific transaction click on the member s name You can limit your search by entering any or all of the above fields If you want to print the Contribution Advice Report click on the Reference ID and select Print MLC SuperEzy User Guide 25 Reports Status of Member Amendments You can check the status of amendments you have made for a2. Bank Account Payee Payment Reference Amount Payable 082401 MLC LTO d Oust Croak Vampier 115080696 SUPERANNUATIONCLEARING 49 Click on Return to go back to the Contribution Status page 16 MLC SuperEzy User Guide Managing your Choice employees MLC SuperEzy enables you to make contributions to all Complying Super funds in Australia including Self Managed Super Funds from the one Payroll file and in one payment Step One Click on the Choice of Fund and select Link to o O L Choice Fund Step Two Enter the USI SPIN ABN or SFN of the fund and then select Search Either the USI or If the fund is available in MLC SuperEzy the Link to Choice Fund page opens the SPIN is highly recommended m Setting up a Choice fund Important information Before adding a Choice fund you should make sure that the fund accepts employer contributions If you are adding a Self Managed SuperFund SMSF you will also need to provide the electronic service address of the SMSF The first step in making contributions to Choice employees is to make sure you re linked to the Complying Fund 3 SuperEzy Contributions Members Search Change Detats Choice of Fund Feedback Reports SuperStream Exit Choice of Fund Search Seerch for Choice Fund sa Please enter one of the following identifiers ABN SFN If the fund is already available in MLC SuperEzy the Link to Choice Fu
3. Method Submitted Reference ID Status Direct P 20 05 Pending Payment AMP SUPERLEADER PLAN Credit 5043 500 00 77121 ae View Report Employer Direct i ANZ SUPERANNUATION SAVINGS ACCOUNT Credit 20 05 500 00 77119 eee E va 2013 Clearance To view the report click on Payment Instructions and the following page will display D SuperEzy _ Payment Instructions Return Print Payment Instructions Note This is not a receipt Employer GRAND MOTOR Batch 72284 Period from 05 04 2014 Period to 06 04 2014 Please be sure to quote the payment reference below when paying Failure to do so may result in a delay of the allocation of this payment to the member accounts Payment Method Bank Account Payee Payment Reference Amount Payable 082401 MLC LTD Direct Credit Empldyen 115080696 SUPERANNUATIONCLEARING 098785 5000 09 Copyright 1999 2014 All rights reserved SuperChoice Services Pty Limited You can then print the report 32 MLC SuperEzy User Guide Step Three Click on Payment Instructions superstream Amending member data Use this page to download member details in a Microsoft Excel file You can amend member details and then upload the file to change the details in SuperEzy amp d SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Step One Click on SuperStream Download Member Dat
4. Submitted 01 03 2013 to 31 03 2013 Submitted Understanding the contribution schedule fields Its important to understand each of the contribution categories to ensure your employees contributions are processed correctly The table below outlines the contribution categories Category Access Level Contribution type SGC The standard compulsory contributions youre required to make either SG or award Employer additional Employer contributions over and above the employer compulsory contributions Member voluntary e Additional contributions made by an employee from their after tax income and processed by you on your employee s behalf This type of contribution is also referred toasa non concessional contribution Salary sacrifice Additional contributions made by an employee from pre tax income and processed by you on your employee s behalf Spouse An after tax contribution made by an employee s spouse MLC SuperEzy User Guide 11 Managing your Contributions If you regularly submit the same contribution amounts for your employees and you want these to be pre populated on screen for next time just select the tickbox Set as defaults beside the members names Then click Save and Continue The Batch payment details page will open o r Batch Payment Details Enter Payment Details for Schedule Defect 270 retest Contributions Members Change Details Choice of Fund SuperEzy
5. SuperEzy follow these steps 1 Click on Payment Method for the fund and select Continue 2 Select your payment type ie EFT or Cheque 3 Enter the following details depending on your payment type EFT Fund Email Address e Fund Electronic Service Address e Fund BSB e Fund Bank Account Number Cheque Fund Address Fund Suburb Fund State Fund Post Code 4 Click on Request to submit the application To check on the status of any requests for new funds click on Choice of Fund menu and select Outstanding Requests A list of the super funds that are requested but not yet available will be provided Making contributions to your Choice employees Once youre linked to the Choice fund you ll be able to process contributions as outlined in Managing your Plan on page 5 Receiving feedback from Choice funds Should there be any issues with Choice funds we ll communicate these with you This includes information being received by the Choice fund or that a refund has been sent back to you You ll need to action these requests to ensure that contributions can be allocated in a timely manner If you receive a refund and a new contribution is not remitted you may be in breach of Superannuation Guarantee liabilities Below are three types of errors or feedback you may receive Change notification Return Feedback Salary sacrifice Spouse This means that either the Member or Employer number has been
6. has this status for a split second so you shouldn t see Members with this status If a Member does have an Exiting status for a day or two there is an issue with SuperEzy Exit Queued The exiting member has this status for a split second so you shouldn t see Members with this status If a Member does have an Exit Queued status for a day or two there is an issue with SuperEzy Exit Waiting The exit has been processed by you but there are outstanding contributions that are waiting to be confirmed Once these contributions are confirmed the status will change to Exit Requested This exit is stored by SuperEzy until the contributions are processed by MLC Exit Requested The Exit message has been sent to MLC for processing Exited MLC has processed the termination and confirmed back to SuperEzy Exit Rejected This status can only be achieved by manually changing the Member s status in SuperEzy MLC SuperEzy User Guide 37 Your notes 38 MLC SuperEzy User Guide Mie For more information call MLC from anywhere in Australia on 132 652 or contact your financial adviser Postal address MLC Limited PO Box 200 North Sydney NSW 2059 Registered office Ground Floor MLC Building 105 153 Miller Street North Sydney NSW 2060 mic com au MLC Limited ABN 90 000 000 402 AFSL 2306964 Part of the National Australia Bank Group of Companies An investment w
7. member or group of members To do this click on Change Details and select Members Click on Status of Amendments and the following page will display D SuperE Step One Click on Change details then select Members Contributions Members Search Change Details Choice of Fund Feedback Reports Super Stream Member Amendments Status of Member Amendments for MLC DEMO EMPLOYER Number of unconfirmed member amendments 18 PR TOLL amendment Step Two Click on the hyperlink beside the applicable amendment ALLEN DIANNE MKBS 60225 UNCONFIRMED CRAZY DIRK MIDDLE MKBS 122233 UNCONFIRMED to display more information on DELANEY DAVID MKBS MLC 00006091 UNCONFIRMED the amendment To display more information on the amendment click on the hyperlink beside the applicable amendment and the information will display Upload Contributions Members Search Choice of Fund Change Details Feedback Super Stream Member Amendment Details Details of amendment for AARON FURNESS Fund MKBS Member Number 27530744 Amendment Status UNCONFIRMED First Name XXOOCKXXX Middle Name YOOOOCKXK Last Name XOXXXKXXK Address 1 XXOOCXXKXX Address 2 Address 3 13000000X Suburb XXXXXXXX State XXX Postcode 9999 Country Home Telephone iii Business Telephone 9999 9999 Mobile Phone 26 MLC SuperEzy User Guide View submitted New Member applications You can view any New Member applications you
8. results of the upload The member s status is set to Exit Requested or Exit Waiting if the member still has outstanding contributions in MLC SuperEzy Once we ve processed the exit request the Member s status will be updated A final warning message will display reminding you that once you exit the member you ll not be able to submit any more contributions for them Exiting a member by uploading a payroll file Click on Members then select Exit Members The following screen will display D SuperEzy O ue Contributions Members Search Change Details Choice of Fund Feedback SuperStream Status of Member Exits Members for MLC DEMO EMPLOYER Exit Member Contributions Today s Exits Upload Exits Sequential Completion p Bulk Completion No further contributions can be made once a member is exited Click Contributions to submit any final contributions Members with status Exit Waiting still have incomplete contributions These members will be exited once their contributions have been finalised Click the Exit Waiting status for more details Member Name Fund Member Number Payroll Number Status Exit SIMPSON BART MKBS SC000002 123456 Incomplete Now click on Upload Exits and the following screen will display D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Member Exit File Upload Payroll File for MLC DEMO EMPLOYER Warning No furth
9. 12 Months Batches All Batches Super Stream You should submit ALL choice of fund contributions at least 2 weeks before the Super Guarantee deadline Please note that any new fund requests may take up to 3 working days to be processed and must be completed before contributions can be submitted For Batches that include contributions to Choice Funds the status Confirmed means only that the contributions have been forwarded to the Choice Fund Create Batch Contribution Schedule Period Status There are two options when searching for members 1 List all members in the Fund select the Fund from the Fund Name drop down box 2 Search for an individual member type the member s details into the search fields 3 Click Search D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Members Member Search Clear All Values Status of Amendments Note All highlighted fields accept wildcard searches Step One Click on Member en J First Name to view and their FundType lt All gt v amend details Member First Name Member Last Name Member Number Payroll Number Member Status Current v To view the member s details Click on their name If any of the member s details are incorrect they ll need to be amended Refer to page 16 for information on how to do this 8 MLC SuperEzy User Guide M
10. 2 2012 to 31 12 2012 Submitted You will now be on the Batch confirmation page D SuperEzy Choice of Fund Feedback Reports Super Stream Contributions Members Search Change Details Batch Confirmation Batch Confirmation for Schedule 10 Payment Instructions Employee Advices Exit Completion One or more members are at status Exit Notified Click Exit Completion to complete the Exits for these members Period 01 04 2012 to 30 04 2012 Batch ID 64048 Payment Date Amount Fund Method Submitted Reference ID Status Direct ae x 20 05 Pending Payment AMP SUPERLEADER PLAN Credit 013 500 00 77121 EA View Report Employer ANZ SUPERANNUATION SAVINGS ACCOUNT creat 2005 500 00 77119 hens le pee i we ee 2013 Clearance p Step One Access the contribution status page by clicking contributions menu Step Two Click on the submitted hyper link corresponding to your desired batch Step Three Click on Employee Advices MLC SuperEzy User Guide 29 Reports From this page click on Employee Advices and the following page will display D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Contribution Advices for Employees Advices for batch 64048 Period 2012 04 01 to 2012 04 30 Batch ID 64048 You may download one of two types of Contribution Advices for Employees Select the one that best fits your requirements Fixed for
11. Feedback Super Stream MLC MASTERKEY EMPLOYER SUPER TOTAL Period 20 02 2012 to 21 02 2012 Enter Password Total Amount Due 0 00 Fund Members 1 Batch ID 72403 Confirm Total Amount Due Amount Due 00 Direct Credit Employer Available after submission 0 00 Payment Method Payment Reference Important You should check the contribution period on the screen before processing If this is incorrect click on Delete and create a new batch for the correct period 12 MLC SuperEzy User Guide Process a contribution batch To finalise the contribution batch you will need to confirm the total amount due by entering this in the Confirm Total Amount Due box o r Contributions Members Search Change Details Batch Payment Details Enter Payment Details for Schedule 10 Period 29 03 2014 to 30 03 2014 Choice of Fund Enter Password Total Amount Due 1000 00 Fund Members MLC MASTERKEY EMPLOYER SUPER 7 TOTAL T Batch ID Confirm Total Amount Due Amount Due 1000 00 1000 00 Feedback ___Retum _ TransmitBatcn Delete 72445 SuperEzy Super Stream 1000 00 Payment Method Direct Credit Employer Payment Reference Available after submission Step One Enter the total amount due in the Confirm Total Amount Due box You then need to enter your pass
12. LOYER Period trom 01 03 2011 01 03 2011 File to Upload Tick to send an errail to USer sampicemployer com au when the validation of the payroll contributions file is finished Step Two Select Browse to select the file you want to upload Step Three Click Submit On this screen click on Browse to select the file you want to upload You can select the tickbox to receive an email confirming that the file was validated correctly Then click Submit When the file has been successfully uploaded you ll be returned to the Contribution Status page where the status will show as Ready for Submission To transmit the batch you ll need to confirm the total amount due and type in your password If youre using Direct Credit the Batch Confirmation page will then open where you can view and print out reports for each super fund Click on Payment Instructions to view the following screen MLC SuperEzy User Guide 15 Managing your Contributions D SuperEzy Contributions Search Change Details Choice of Fund Reports Super Stream Exit Payment Instructions Renn CPi Payment Instructions Note This is not a receipt Employer MLG DEMO EMPLOYER Bach 64017 Period from 20 06 2011 Period to 26 06 2011 Please be sure to quote the payment reference below when paying Failure to do so may result in a delay of the allocation of this payment to the member accounts Payment Method
13. MLC SuperEzy User Guide Preparation date Prepared by MLC Limited a member of ABN 90 000 000 402 May 2014 the National Australia Group of companies AFSL 230694 Using our online service to make contributions is an efficient way to manage your super obligations You can make contributions for employees within your MLC MasterKey Business Super Plan and for those who have chosen another super fund Contents Contents How does MLC SuperEzy work Getting Started Setting up your members Managing your Contributions Managing your Choice employees Updating member details Exiting members Reports SuperStream Glossary Your notes O JN uu Ff U 20 22 25 33 35 38 MLC SuperEzy User Guide 3 How does MLC SuperEzy work MLC SuperEzy is an online administration and contribution processing service designed to help you easily meet your super obligations MLC SuperEzy works with your payroll system so you can e enrol new employees update salaries and change Contributions to MLC e personal details MasterKey Business Super e reduce data entry while making it easier to keep e employee s details up to date e eliminate the need for paper and cheques and e automatically reconcile payments 4 MLC SuperEzy User Guide MLC SuperEzy Employer Contributions to other super accounts Getting Started What you ll need to start using MLC SuperEzy To start using MLC SuperEzy y
14. a then select Download Member Data Contribution Status Contribution Summary for MLC DEMO EMPLOYER SuperEzy Contributions Step Two Select the Fund from the drop down box Members Search Change Details Choice of Fund Feedback SuperStream Download Member Data Member Data Augmentation Download Member Data File Step Three Click Download Members to save the fund s member details as an Excel spreadsheet Download Members Fund Please select v MLC MASTERKEY BUSINESS SUPER DEFAULT MLC MASTERKEY SUPERANNUATION C SPIN MLC0440AU 1 MLC MASTERKEY TERM ALLOCATED PENSION C SPIN MLC0571AU gt MLC SuperEzy User Guide 33 superstream Where the upload is unsuccessful an errors page will display This shows whether the error is with the file format or with the data that the file contains Resolve any errors then click Upload to upload the corrected file and modify member details in SuperEzy 34 MLC SuperEzy User Guide Amending member information In the spreadsheet the first four data columns are protected You cannot change these details Add the missing information or amend the existing information then save the file Do not change the spreadsheet layout or formatting or the filename When you are finished click Test to check your changes and display error information If your upload file h
15. add members individually to the schedule 7 Click Save once all the fields have been entered You can only select one contribution schedule as the default If you have more than one schedule you ll need to add new members to all except the default MLC SuperEzy User Guide 9 Managing your Contributions If you have selected Direct entry and did not select Members by Search the following screen will display mic SuperEzy You can then either select members one by one by ticking the box next to their name Contributions Members Search Change Details Choice of Fund Feedback Super Stream Select Members or click on the Select all then Select members for Contribution Schedule Schedule 2 click Save and the contribution schedule will be saved a PE Member Name Member hoa Fund oO BEVERLEY ANNE ASSINK 20440714 MKBS Fi PAM BLACK 20440715 MKBS Fj MICHAEL CLIFTON BOUNDY 24486162 MKBS The Contribution Schedule Maintenance page then opens Check that the information is correct If you need to make changes click on Modify to update the information otherwise click on Return and your new Contribution Schedule will be ready for use D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Step One Click Modify to make changes or click Return for your Contribution Schedule Maintenance Modify the contribution schedule new Contribution Schedule Schedule Name Sched
16. anaging your Contributions There are two ways of making contributions You can either enter the contributions on screen or upload a payroll file If you would like to use the upload facility please call us on 132 652 to set this up for you Step One Click on Contributions Step Two Select Add Creating a new contribution schedule If this is the first time youre making contributions you ll need to create a template for your contribution schedule You only need to set up a contribution schedule once which you can then use to submit regular contributions To do this click on Contributions and select Add The following screen will display D SuperEzy Contributions Members Change Details Choice of Fund Feedback Super Stream Contribution Schedule Maintenance Create the contribution schedule details Schedule Name Schedule Type Direct Entry v l Submission Period None v Next Start Date DD MM YYYY Default Schedule 7 Select Members by Search all Then complete the following fields 1 Schedule Name Schedule Type this will be either Direct entry or Payroll transfer Submission Period eg weekly fortnightly monthly Enter the next start date mn A WW N Select the Default Schedule tickbox if you want all future members automatically added to the schedule This is for Direct Entry only 6 Tick Select Members by Search if you want to
17. as errors the upload fails and no data is changed Ed SuperEzy Contributions Members Search Change Details Choice of Fund Feedback SuperStream Member Data Augmentation Upload Member Data File File to Upload Browse Contributions Members Search Change Details Choice of Fund Feedback Reports Employer Centre SuperStream Exit Member Data Augmentation Member Data File Upload Errors data error xlsx Return Total Number of Records 12 Number of Records in Error 3 1 Some GUID An error of some sort Contributions Members Search Change Details Choice of Fund Feedback Reports Employer Centre SuperStream Exi Member Data Augmentation Member Data File Upload Errors file error xlsx The file is corrupted Glossary 1 1 Contribution Batch Statuses Below is asummary of the different Batch Statuses Input Error Ready for Submission Awaiting Authorisation Submitted Confirmed Fund Rejected Ready for Submission Confirmed with Stop Payments Confirmed with Choice Refunds Incomplete There is an error in the input of the Contribution Schedule Any errors must be rectified before the batch can be submitted Means that the Contribution Schedule has been completed Only shows if the you have selected to have dual authorisation and it is waiting for the 2nd authorisation The batch has been submitted to MLC The bat
18. ch has been received and reconciled The batch may contain both Default and Choice monies The status does not mean that the funds have been accepted by the Choice Fund A contribution or contributions at Member level have failed in the Default Fund Although the batch status is Fund Rejected the Choice monies could in fact have been accepted by the Choice Fund s To see whether any Choice contributions have been rejected the Employer must refer to the Advice Status discussed later in this section An batch has errors previously which have been rectified but have not been submitted to MLC All Choice monies in the batch have been stopped This status can only be used if the Choice monies have not debited from the MLC Bank Account and paid to the Choice Funds The entire batch status changes to Confirmed with Stop Payments but the status only refers to the Choice portion of the batch The Direct Debit dishonours or one or more Choice contributions has been rejected returned by a Choice Fund after the Choice monies have been debited from the MLC Bank Account and are being held for 3 days before sending to the Choice Funds The entire batch status changes to Confirmed with Choice Refunds but the status only refers to the Choice portion of the batch If the Direct Debit dishonours MLC update the status If monies are rejected returned by the Choice Funds the status will be updated in SuperEzy The batch has fail
19. changed You ll need to update your payroll system if you get this message This means that money has been returned and you ll need to make a new contribution for the affected member to avoid SG liabilities This means that money has been allocated but information in MLC SuperEzy and your payroll system needs to be changed to avoid the money being returned in the future Additional contributions made by an employee from pre tax income and processed by you on your employee s behalf An after tax contribution made by an employee s spouse Important Information You ll need to action all requests within 4 days of receiving the errors or feedback otherwise they ll automatically be deleted MLC SuperEzy User Guide 19 Updating member details You can update your members details two ways either by making changes on screen or uploading a payroll file Step One Click on Change Details then select Members Updating members on screen To make changes on screen click on Change Details then select Members The following page will display Contributions Members Search Change Details Choice of Fund Feedback SuperStream Members Member Search Clear All Values Status of Amendments Step Two Enter the member s first and last names or Enter the member number or payroll number Note All highlighted fields accept wildcard searches Fund Name lt All v Fund Type lt All v pt s Me
20. ed validation and has not been submitted to MLC All missing information must be rectified updated before the batch can be submitted Note In the Search functions Confirmed with Variation is a status available for selection in search criteria This status is a legacy title in SuperEzy which is no longer available for new batches Therefore MLC batches will never have a status of Confirmed with Variation MLC SuperEzy User Guide 35 Glossary 1 2 Contribution Advice Statuses Like batches have a status Advices do too These codes are used to progress the advice through the stages of transmission from Employers to the Fund Administrator The other status codes possible for an advice are as follows CNF Confirmed CRE Created QUE Queued RSM Resubmitted CAN Cancelled ERR Rejected CSP Confirmed with Stopped Payment CPR Confirmed with Payment Refund The advice has been confirmed by the Fund The advice is ready to be submitted to a Fund The advice has not yet been placed in the SuperEzy submission queue The advice has been placed in the SuperEzy submission queue for submission to a Fund The advice is ready for resubmission to the Fund following its rejection by the Fund The advice has not yet been placed in the SuperEzy submission queue The advice has been cancelled because it has been replaced with another advice that has been resubmitted to the Fund The advice has been rejec
21. er contributions will be accepted for a member once a member is exited File to Upload Browse Unrecognised Records lt Are Errors gt V Members Already Exited Are Errors gt Upload Options Upload only if all entries are correct gt w Results Display lt Firstfive gt w Error Display lt Firsttwenty gt v There are a few settings you can choose e Whether unrecognised records are ignored or create an error e Whether members who already exited are ignore or create an error e Upload options e How many results to display first 5 or all records e How many errors to display first 20 or all records Then click on Browse to select the file you want to upload You can now Test the file or go straight to Upload By testing the upload first you ll be able to identify any errors in the file and correct them before uploading it To upload the file click Upload and your exits will be processed Reports View contribution history You can easily view the history of all contributions submitted within any given date range To display this information select Search and click on Batch or Member The following screens will display D SuperEzy Contributions Members Change Details Choice of Fund Feedback Super Stream Transaction Search Search For Transactions Batch Search Fund Search Clear All Values BatchID Reference ID
22. have submitted by following these steps D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream New Member Application Status Summary New Members for MLC DEMO EMPLOYER Todays Members Upload Members Sequential Completion Bulk Completion Last Name First Name Birth Date Fund Status ANDERSON AMANDA 09 12 1990 MKBS Entering Sent BARBER MITCHELL 01 01 1980 MKBS Entering Sent BEETOBEE TEST 10 05 1983 MKBS Entering Sent Recent New Member Applications List of Recent New Members for MLC DEMO EMPLOYER New members submitted from DD MM A to 30 01 2012 30 01 2011 Payroll Fund Member Number Last Name Fijst Name Birth Date Status Number MKBS 2011902 ANDERSON AMANDA 09 12 1990 Entering Sent MKBS BLOND JAMES 01 01 1980 Entering Sent C SPIN 123456 122222222222 BOLAND 21 01 1989 Exited HOS01 00AU C SPIN og 123458 122222222222 BOLAND C SPIN 2541 3 CALDWELL RAYMOND 11 01 1963 Active ANZO415AU Step One Click on the Members menu and select New Members Any new members that havent been submitted or accepted are listed Step Two Click on Today s Members Step Three Type the required date range in the New members submitted from DD MM YYYY and To fields Step Four Click on Submit and all New Members submitted will display MLC SuperEzy User Guide 27 Reports Employee Contribution Advice
23. ions will be accepted for the member Click Contributions to submit any final contributions Exit Member Exit Later Contributions Delete Exit Note JAll highlighted fields are mandatory MKBS SC000002 BART SIMPSON 123456 lt Please select gt v Exit Member Exit Later Contributions Delete Exit SuperEzy Then click on Exit Member and the following screen will display Contributions Members Search Confirm Member Exit Step Six Click Yes and the exit will be processed Fund Member Number First Name Middle Name Last Name Payroll Number Exit Date dd mm yyyy Exit Reason Choice of Fund Feedback Super Stream Change Details Warning No more contributions will be accepted for this member if you exit this member Do you really want if exit this member MKBS SC000002 BART SIMPSON 123456 15 04 2014 Fund Choice SuperEzy A final warning message will display reminding you that once you exit the member you ll not be able to submit any contributions for them To proceed select Yes and the exit will be processed MLC SuperEzy User Guide 23 Exiting members What if I get an error Any errors detected during the upload are displayed on the Member Exit Uploads Results page Click on Yes to confirm that the exits should proceed or on No if not The Status of Member Exits page opens and the Edit Queue is updated with the
24. ith MLC is nota deposit or liability of and is not guaranteed by NAB 86334M0514 a NAB company 4 lt nab
25. k on Browse to select the file you want to upload You can now Test the file or go straight to Upload By testing the file first you ll be able to identify any errors and correct them before uploading it To upload the file click Upload and your amendments will be saved MLC SuperEzy User Guide 21 Exiting members There are two ways to exit a member from your Plan either by making changes on screen or by uploading a payroll file Important Before you exit a member please make sure you ve submitted all their contributions Once they ve been exited you wont be able to submit any more contributions for them Step One Click on Members then Exit Members Step Two Enter the member s name member number or payroll number and select Search Step Three Select the member s name 22 MLC SuperEzy User Guide Exiting a member on screen Click on Members then Exit Members and the following screen will display SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Status of Member Exits Members for MLC DEM EMPLOYER Rtn e Exit Member Contributions Today s Exits Upload Exits Sequential Completion Bulk Completion No further contributions can be made once a member is exited Click Contributions to submit any final contributions Members with status Exit Waiting still have incomplete contributions These members will be exi
26. loyer representative must authorise the batch before it can be transmitted 14 MLC SuperEzy User Guide Submitting contributions using the payroll file upload Once we ve set up this facility for you follow these steps to conveniently upload a payroll file to make contributions D SuperEzy A Contributions Members Search Change Details Choice of Fund Feedback Super Stream Contribution Status Contribution Summary for MLC DEMO EMPLOYER You shoul submit ALL choice of fund contributions at least 2 weeks before the Super Guarantee deadline Please note that any new fund requests may take up to 3 working days to be processed and must be completed before contributions can be submitted For Batches that include contributions to Choice Funds the status Confirmed means only that the contributions have been forwarded to the Choice Fund Create Batch Contribution Schedule Period Status 55 10 01 04 2012 to 30 04 2012 Submitted default schedule 01 10 2012 to 31 10 2012 Submitted 01 12 2012 to 31 12 2012 Submitted Step One Select Begin button next to the icon with the red arrow From this screen select Begin button next to the icon with the red arrow which indicates that the contribution schedule can be used to upload payroll files Mic SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Reports Super Stream Batch Input Sample Payroll upload Batchfor MLC DEMO EMP
27. mat Contribution Advices PDF Advices PDF Sample If you use this option the Contribution Advices will be downloaded in PDF format and can not be amended Use this option if the format of the contribution advice suits your requirements Click on PDF Sample to view an example Click on PDF Advices to download the contribution advices for all employees in the batch This option is only available if your batches contained fewer than 150 employees Flexible format Contribution Advices Advice Details Advice Sample Use this option if you want to edit the contribution advices for your employees or if your batches contained more than 150 employees 3 Click on PDF Advices for Adobe Acrobat format 4 Click on Advice Details for the report to be in CSV format 30 MLC SuperEzy User Guide Payment Instructions Applicable to Direct Credit users only To view the Payment Instructions for a batch the easiest way is through the Batch Confirmation page accessible through the Contributions menu D SuperEzy Reports Super Stream Members Search Change Details Choice of Fund Feedback Contributions Contribution Status Contribution Summary for MLC DEMO EMPLOYER Once you have selected the contributions menu the Contributions Status page will display Ed SuperEzy Super Stream Change Details Choice of Fund Feedback Contributions Members Search Contribution Status Contribution S
28. mber First Name Member Last Name Step Three Click Search Step Four Click on the member s name Step Five Select Amend member and you ll be able to update their details on screen Once youve completed the details click on Submit and the changes will be implemented on the member s account 20 MLC SuperEzy User Guide Member Number Member Status Current gt v SuperEzy Then the following screen will display Members Members for MLC DEMO EMPLOYER Number of members 1 Active 1 TFN Member Name Fund Member Number Payroll Number Status Supplied Status C SPIN Not OE JOHN atk anzoaisau 075734 ai supplied Number of members 1 Active 1 Select on the member s name and this screen will display Members Details of Member for MLC DEMO EMPLOYER Note All highlighted fields are mandatory Fund Member Number First Name Middle Name Last Name Birth Date DD MM YYYY Ea C SPIN ANZO41 5AU 075234 JOHN DOE 25 12 1980 Important Some member details such as name and date of birth cannot be changed by you Ask the member to contact us directly to update these details Updating members by uploading a payroll file If youre using a payroll file and you need to make changes complete the following steps SuperEzy _ Contributio
29. nd page opens D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Link to Fund Link to Choice Fund After you have entered the details click Link to add this Choice Fund to your list of available funds Click Link to add this Choice Fund to your list of available funds A Fund Employer Number only applies if you are registered with this fund Note All highlighted fields are mandatory If no error messages were displayed click on Link You ll now be able to add new members to the fund and start making contributions If the Fund is not available follow the steps on page 14 Applying for a new Choice fund MLC SuperEzy User Guide 17 Managing your Choice employees Each Choice fund being linked will have a message displayed which outlines the rules applicable to the fund Some funds require certain information before contributions can be processed If a fund has been terminated or cannot accept contributions a message will display saying that the fund has been blocked If you believe that you can contribute to that fund contact that Fund Administrator Applying for a new Choice fund Allinstitutional funds and many SMSFs will already be available on MLC SuperEzy Important If an Institutional fund does not appear you will need to contact MLC to have it validated and added to your Choice of Fund list If you need to link anew SMSF to MLC
30. ns Members Search Change Details Choice of Fund Feedback Super Stream Members Member Search Clear All Values Upload Amendments Today s Amendments Status of Amendments Note All highlighted fields accept wildcard searches Fund Name v Fund Type lt All gt v Member First Name Member Last Name Member Number Payroll Number Member Status lt Current v TFN Supplied Status lt All gt v Maximum Number of 500 Members in Search Result Step One Click on Change details then select Members Step Two Click on Upload amendments The following screen will display SuperEzy amp _ Super Stream Contributions Members Search Change Details Choice of Fund Feedback Member Amendment File Upload Payroll File for MLC DEMO EMPLOYER File to Upload Records for New Members lt are errors gt w Upload Options lt Upload correct entries editthe rest gt w Results Display lt First5 gt Error Display lt First20 gt wv C Tick to send an email to when the validation of amendments upload is finished There are a few settings you can choose e Whether the records for new members are errors or are ignored e How many results to display first 5 or all records e How many errors to display first 20 or all records Then clic
31. nt by email to SMSFs because a TFN was already required to be supplied by the Member Employee to the ATO to establish an SMSF Note All highlighted fields are mandatory Fund MKBS MLC MASTERKEY EMPLOYER SUPER Title First Name i Middle Name Important If you ve missed any fields or entered information incorrectly a reminder will display on screen to enter that information before you can proceed Adding new members by payroll file upload MLC SuperEzy makes it simple to conveniently upload a payroll file to make changes to your Plan If you don t have this facility and would like to use it please call us on 132 652 Step One Click on the Add button to take you to the New Member Application page Step Two Select the fund by clicking on the Fund for New Member Application drop down box Step Three Click Continue and the New Member application page will open Step One Once youve entered all the details click on Submit Now MLC SuperEzy User Guide 7 setting up your members Confirming member details To view your member details you ll need to select Change Details from the top menu and click on Members Step One Click on Change Details mec SuperEzy PY Step Two Click on Members Contributions Members Search Change Details Choice of Fund Feedback Contribution Status Contribution Summary for MLC DEMO EMPL ST ea Retu a a
32. ou ll need to read and complete the Application form and send it to us This form is included with the MLC SuperEzy PDS and available on mlc com au mlcsuperezy Once we ve received your signed Application form and set your Plan up on MLC SuperEzy we ll provide you and your employee representative witha username and password Your computer must be set up to access the Internet using a reasonably current browser You should also havea list of current members and their normal contribution amounts Step One Enter your username and password Step Two Click Login Important When navigating through MLC SuperEzy make sure you dont use any of your internet browser buttons such as the back button on your menu Click on Return to go back to the previous page or select an item from the menu Levels of access For your security youre able to select the level of access you want to give your employees representative The table below provides an explanation of the two levels of access available Level A View company information Employee contribution View and update employee details details and submission Update and create MLC SuperEzy authorised user for processing details and e Create submit and authorise contribution schedules contribution data and member data Level B The same access as Level A but does not allow the Employee contribution authorisation of contributions details only View compan
33. s You can create advice documents for your employees which outline the contributions that have been remitted by you through MLC SuperEzy You can download the Advices either by date range or per batch Employee Contribution Advices Date Range Report To download the Advice for a date range click on Reports and select Employee Advices Type the required date range in the Period From and To fields Please note that the report cannot be for a period greater than 12 months at a time D SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Contribution Advices for Employees Report all confirmed contributions for period Warning Ensure that all contributions for the period have been submitted and confirmed before downloading the Contribution Advices The Contribution Advices will include all contributions that satisfy the following conditions a The end date of the contribution period associated with the batch must fall in the selected reporting period b The batch must be confirmed Period from to NOTE Results will be restricted to a 12 month period You may download one of two types of Contribution Advices for Employees Select the one that best fits your requirements Fixed format Contribution Advices PDF Advices PDF Sample If you use this option the Contribution Advices will be downloaded in PDF format and can not be amended Use this option if the format of
34. ted by the Fund Administrator All Choice Advices have been Stopped after submission from being paid A Choice payment has been rejected by a Fund and Money returned 1 3 New Member amp Member Amendment Statuses Below is a listing and explanation of each of the statuses resulting from a New Member or a Member Amendment being processes in SuperEzy Incomplete Entering Entering Sent Active Inactive 36 MLC SuperEzy User Guide The Member information that has been entered or uploaded did not pass validation in SuperEzy Therefore nothing is submitted The error s must be fixed before anything can be submitted The new Member or Amendment sits at this status for a split second so the you probably wont see this status If it does happen to sit for longer on this status it indicates a problem with SuperEzy A message has been sent to MLC and SuperEzy is waiting for a reply back The New Member or Amendment will potentially have this status for up to a day or two If you notices that the status hasn t changed there may bea problem and they will contact MLC to rectify New Members only Once MLC confirms that the Member has been set up in MLC s Admin System the Member status changes to Active This is a status that MLC can set via the Fund Administrator view 1 4 Exit Statuses Below is a listing and explanation of each of the statuses resulting from a Member being exited in SuperEzy Exiting The exiting member
35. ted once their contributions have been finalised Click the Exit Waiting status for more details Member Name Fund Member Number Payroll Number Status SIMPSON BART MKBS SC000002 123456 Exit ane Incomplete DELANEY DAVID MKBS MLC 00006091 Exit Requested Click on Exit Member and this screen will display Member Exits Search Member Search Note All highlighted fields accept wildcard searches Fund Name lt All gt v Member First Name Member Last Name Member Number Payroll Number Maximum Number of Members in Search Result Then enter the member s name member number or payroll number and select Search The following screen will display Member Exits Selected Members for MLC DEMO EMPLOYER To exit a member click on the member name Member Name Fund Member Number Payroll Number Status JONES JOHN MKBS 789645 13254678 Active Step Four Enter the Date left employment and the Exit reason ie Fund Choice or Left Employment Select the member s name and the following screen will display Contributions Members Search Member Exit Completion Member Exits for MLC DEMO EMPLOYER Fund Member Number First Name Middle Name Last Name Payroll Number Exit Date dd mm yyyy Step Five Click Exit Member Exit Reason Choice of Fund Feedback Super Stream Change Details Warning Once you exit this member no more contribut
36. the contribution advice suits your requirements 1 Click on PDF Advices for Adobe Acrobat format 2 Click on Advice Details for the report to be in CSV format 28 MLC SuperEzy User Guide Employee Contribution Advices Batch Report To download the Advice for a batch you need to be in the Batch Confirmation page To get to the batch confirmation page you would need to be on the contribution status page by clicking contributions menu Ed SuperEzy Feedback Super Stream Contributions Members Search Change Details Choice of Fund Batch Confirmation Batch Confirmation for Schedule 10 Then click on the submitted hyper link corresponding to your desired batch D SuperEzy Reports Super Stream Contributions Members Search Change Details Choice of Fund Feedback Contribution Status Contribution Summary for MLC DEMO EMPLOYER You should submit ALL choice of fund contributions at least 2 weeks before the Super Guarantee deadline Please note that any new fund requests may take up to 3 working days to be processed and must be completed before contributions can be submitted For Batches that include contributions to Choice Funds the status Confirmed means only that the contributions have been forwarded to the Choice Fund Create Batch Contribution Schedule Period Status E 10 EEEE 01 04 2012 to 30 04 2012 Submitted 01 10 2012 to 31 10 2012 Submitted 01 1
37. to those in our system please send a sample of an extract from your payroll file to mlcsuperezy mlc com au Please include the following information e Name and version of the software you use eg MYOB version 2 1 e File saved in either CSV or text format For further information on setting up this facility call us on 132 652 6 MLC SuperEzy User Guide setting up your members Adding a new member on screen To add new members to your Plan select the Members menu and click on New Members The following screen will display D SuperEzy a Contributions Members Search Change Details Choice of Fund Feedback Super Stream New Member Application Status Summary New Members for MLC DEMO EMPLOYER Todays Members Upload Members Sequential Completion Bulk Completion New member application This is where you enter the new member s details Once you ve entered all the details click on Submit Now and the new member s details will be generated ad SuperEzy New Member Application Member for MLC DEMO EMPLOYER Submit Now Submit Later Select Fund Clear All Values Tax File Numbers t is your The Employer responsibility to give a Tax File Number TFN within 14 days of it being quoted to you by your employee Failure to do so will incur Employer penalties affect the Member s Tax rate and prevent Member Voluntary contributions from being accepted Note TFNs will NOT be forwarded se
38. ule 2 Schedule Type Direct Entry Submission Period Type None Next Start Date 25 04 2014 Default Schedule Select Members By Search Members in schedule Schedule 2 Member No Payroll No Fund BEVERLEY ANNE ASSINK 20440714 MKBS PAM BLACK 20440715 MKBS BRENTON ALBERT BURGE 21703832 MKBS 10 MLC SuperEzy User Guide Entering contributions on screen On the Contributions screen under the Create batch heading click on Begin D SuperEzy Step One Click Begin and the Contributions Members Search Change Details Choice of Fund Feedback SuperStream Batch Input screen will open Contribution Status Contribution Summary for MLC DEMO EMPLOYER Step Two Enter the contribution details for each member in the relevant fields You shoul submit ALL choice of fund contributions at least 2 weeks before the Super Guarantee deadline Please note that any new fund requests may take up to 3 working days to be processed and must be completed before contributions can be submitted For Batches that include contributions to Choice Funds the status Confirmed means only that the contributions have been forwarded to the Choice Fund Step Three Select Save Create Batch Contribution Schedule Period Status and Continue and the Batch a ne 01 04 2012 to 30 04 2012 Submitted Payment Details page will open 01 10 2012 to 31 10 2012 Submitted 01 12 2012 to 31 12 2012 Submitted 01 01 2013 to 31 01 2013
39. ummary for MLC DEMO EMPLOYER You should submit ALL choice of fund contributions at least 2 weeks before the Super Guarantee deadline Please note that any new fund requests may take up to 3 working days to be processed and must be completed before contributions can be submitted For Batches that include contributions to Choice Funds the status Confirmed means only that the contributions have been forwarded to the Choice Fund Create Batch Contribution Schedule Period Status 8 10 Ea 01 04 2012 to 30 04 2012 Submitted default schedule Submitted 01 10 2012 to 31 10 2012 Submitted 01 12 2012 to 31 12 2012 Click on the Submitted hyperlink for the batch that the Payment Instructions are required to make payment for Step One Access the contribution status page by clicking contributions menu Step Two Click on the submitted hyper link corresponding to your desired batch MLC SuperEzy User Guide 31 Reports Click on Payment Instructions and the following screen will display SuperEzy Contributions Members Search Change Details Choice of Fund Feedback Super Stream Batch Confirmation Batch Confirmation for Schedule 10 Payment Instructions Employee Advices Exit Completion One or more members are at status Exit Notified Click Exit Completion to complete the Exits for these members Period 01 04 2012 to 30 04 2012 Batch ID 64048 Fund Payment Date Amount
40. word and click Transmit batch a Contributions Members Search Change Details Batch Payment Details Enter Payment Details for Schedule 10 Period 29 03 2014 to 30 03 2014 Choice of Fund Enter Password cecoccoccoocoo Total Amount Due 1000 00 Fund Members MLC MASTERKEY EMPLOYER SUPER 7 TOTAL T Batch ID Confirm Total Amount Due Amount Due 1000 00 1000 00 Feedback SuperEzy Super Stream 72445 1000 00 Payment Method Payment Reference Direct Credit Employer Available after submission Step Two Enter your password Step Three Click Transmit batch MLC SuperEzy User Guide 13 Managing your Contributions Once the Amount and passwords entered are correct the Batch Confirmation page will be displayed Contributions Members Search Choice of Fund Change Details Feedback SuperStream Batch Confirmation Batch Confirmation for Schedule Ad hoc a Period 09 09 2012 to 10 09 2012 Batch ID 72442 Fund Tennemi Date Submitted Amount Reference ID Status Method l _ Direct Debit ae MLC MASTERKEY EMPLOYER SUPER reste 22 04 2014 2500 00 88517 Queued for submission TOTAL 2500 00 Important Only Level A access users are able to perform this function Level B access users are able to prepare and save contribution schedules but they cannot transmit the batch If you have dual authorisation a second emp
41. y information View and update employee details e Update and create MLC SuperEzy authorised user details and e Create submit and authorise contribution schedules contribution data and member data Logging In To start using the system go to mlc com au mlcsuperezy type in your username and password and click Login Bd SuperEzy rr Username Password Lforqot my Swor Login help Information If your secure login session remains inactive your session will automatically timeout and you will be asked to enter your login details Read our Product Disclosure Statement MLC SuperEzy User Guide 5 Getting Started Confirming your details To confirm your Employer details are correct you ll need to select Change Details from the top menu and click on Employer Ed SuperEzy Step One Select Change Details Change Details Choice of Fund Feedback Super Stream from the top menu Contribution Status e Cli Contribution Summary for MLC DEMO EMPL A Step Two Click on Employer Retu sae dd 12 Months Batches All Batches Contributions Members You ll be able to update your email address however if any other details are incorrect please contact us on 132 652 Using your payroll with MLC SuperEzy MLC SuperEzy can accept a file generated by your payroll program and automatically enter the details into the contribution schedule To ensure that were able to match your details
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