Superannuation Data For Australian Employees

Activate User's Guide
Version
2025.1
Superannuation Data For Australian Employees

Use the Superannuation Data For Australian Employees wizard to import superannuation elections for Australian employees. This wizard reduces the amount of time spent manually configuring a large volume of payee information in Dayforce that isn’t readily available.

Key concepts

Superannuation

The Australian government put the arrangements in place to encourage people in Australia to accumulate funds to give them an income stream when they retire. Employers are required to pay superannuation contributions, called “superannuation guarantee” (SG) contributions, to an approved superannuation fund for their employees and to the employees' wages and salaries. People are also encouraged to supplement mandatory superannuation contributions with voluntary contributions, including diverting their wages or salary income into superannuation contributions under so-called salary sacrifice arrangements.

Before you begin

For the wizard to be available, there must be at least one Australian pay group in Dayforce.

Using this wizard

Upload the Employee Superannuation Data template

Use the Employee Superannuation Data template to upload fund details per employee record.

Review the data for errors

The wizard shows the data uploaded from the template. If you find any errors or missing information, you can correct the template document and upload it again, or you can correct the data on the review page. You must resolve all errors to continue.

Install the Employee Superannuation data in Dayforce

When the employee superannuation data is complete in Activate, install it in Dayforce.

Messages: Error, Warning, and Information

Activate sorts each generated message by severity:

Error Codes

Actively incompatible with the data in the system or the fund data as documented by the Australian Tax Office. If you have a data error, you must resolve it before you can complete the installation.

Warning Codes

Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if a user submits an Electronic Service Address for an Employee/Employer-nominated fund instead of a Self-Managed fund, a warning indicates that this information isn’t required and is ignored. You can still import the data into the system.

Informational Codes

A notable occurrence of data in the system. For example, an info note shows if codes are dropped from the YTD import.

Tasks

To complete and upload the Employee Superannuation Data template:
  1. In Activate Central, click Load Your Data. The Load Your Data wizards show.
  2. Click Superannuation Data For Australian Employees.
  3. On the AUS Superannuation Data page, click Download.

    Note: You can also download an empty Employee Superannuation template from the Download Template Files page.

  4. Select the location where you want to save the template document.
  5. Open the EmployeeSuperannuationTemplate.xlsx template on your computer.
  6. On the EmployeeSuperannuationData tab, complete all columns with the data for all employees in the organization.

    Note: The Activate release version shows in cell B3 on the Instructions tab of the template. With this information, you can determine the version of Activate that you were using when you downloaded the template.

    Note: Instructions for populating the fields are in the Employee Superannuation Template Fields section (below) and on the Instructions tab of the template.

    Important: Don’t enter Effective From dates that include committed periods.

  7. Click Save and close the template.

    You can use any file name for the template you upload. The document must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.

    Important: Don’t change the name of the tab because Activate uses it to validate that the correct template is being uploaded.

  8. On the AUS Superannuation Data page, click Upload.
  9. Go to your completed Employee Superannuation template in the location where you saved it.
  10. Click Open. The Superannuation Data For Australian Employees wizard validates the uploaded file.

    Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.

    Note: When you upload an Excel file in an Activate wizard, Activate combines the name of the uploaded file into the name of the XML file that it generates. Then, it loads the file to the Dayforce File Server. The format of the generated XML file name is <NamespaceName>_<Import Type>_<file name provided>_YYY-MM-DD_HHMM. This naming convention makes it easier to audit files later, if needed.

  11. Click Next.
To review and confirm the data:
  1. Review the information shown in the grid.
  2. To make updates to data on the page:

    • To insert a new row in the grid, click the row where you want to insert it and click New.

    • To delete a row, click the row and click Delete.

    • To download the error message list and save it to your computer, click Download Errors File.
    • To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.

    • To save information in the grid to your computer, click Download File and save it to the location you want.

    • To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.

    • To remove changes that you don’t want to save, click Refresh.

  3. Click Next. A warning message states that Activate will install the data into Dayforce. If it finds an error, it does a database rollback to remove any manual changes applied in Dayforce during the installation attempt.

    Activate won’t continue if any users are actively making configuration changes. The User report identifies users who are actively signed in to Dayforce and making changes. Can contact the users listed in the report and confirm whether to continue.

  4. Click one of the following:
    • Download User Report to download and review the report so you can contact active Dayforce users.
    • Cancel to return to the AUS Superannuation Data Review page.
    • OK to continue with the installation.

      If Activate finds more than one existing Third Party Payee with a combination of ABN, USI & Fund type that matches the data from a record in the grid, a warning message states that multiple payees were found. If you ignore the warning and continue, Activate maps the employee’s Superannuation data to the first payee with this ABN, USI & Fund type combination, based on record order in the system. The name of the payee that will be mapped by Activate also shows in the warning message so users know about the expected results if they continue.

      The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.

      If new payees are loaded with employee records, Activate creates two XML files. When it processes the Payee file, it creates an XML file with <ThirdPartyPayee> as the header. When it processes the employee file, it creates an XML file with <AUSSuper> and <SuperAnnuationRules> headers, as appropriate. The file names include “Payee” or “EE,” as appropriate, after the template name and before the timestamp. Examples: configwizard_228-AUSSuperImport-EmployeeSuperannuationTemplate-20220314111241, EmployeeSuperannuationTemplate_Payee-20220314111241, and EmployeeSuperannuationTemplate_EE-20220314111241.

To install superannuation information:

When the employee superannuation information is complete in Activate, you must install the data in Dayforce.

Note: Dayforce only accepts active funds according to the Australian Tax Office. If you submit a canceled fund that can’t be loaded into Dayforce, a message states that the ABN specified is attached to a canceled fund that can’t be loaded into Dayforce.

During the installation, the current step in the process shows in bold text so you can monitor the progress.

  1. Click one of the following:
    • Add Email and enter your email address to be notified when the installation process ends instead of waiting for it to finish.
    • Next when the installation is complete.

    Activate Central opens with the wizard name now in green text and a green checkmark next to it. The day, date, and time of completion show, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

    Note: If you want to add more information, click I want to add more.

Results

The superannuation details are available in the employee record on the Dayforce People > Payroll > Superannuation page. This wizard also creates the associated payroll elections for Employer, Voluntary, and PostVoluntary Superannuation contributions, which are available in the employee record on the DayforcePeople > Payroll > Payroll Elections page. The associated Superannuation Contributions types for Superannuation Employer and Employee Voluntary Superannuation - Post Tax are shown.

You can view the imported payees on the DayforcePayroll Setup > Third Party Payees > Filter for Australian payees page.

Fields populated in Dayforce

The data uploaded from the Additional Employee Data template populates the fields on the following pages in Dayforce.

Dayforce fields populated by the Additional Employee Data template
Field in Template Field in Dayforce Page in Dayforce
Employee Identifier Employee Reference / Number

Employee (People icon)

 

 
First Name First Name
Last Name Last Name

Effective Start Date

Effective From

People > Payroll > Superannuation

 

 

 

 

 

 

 

 

 
Contribution Type Superannuation Contribution Type
Choice Fund Type Choice Fund
ABN Australian Business Number (ABN)
USI Unique Superannuation Identifier (USI)
ESA Electronic Service Address (ESA)
Account Number Account Number
BSB Code BSB Code
Contribution Amount Contribution Value

 
Contribution Percent
Membership Number Membership Number
Apply Quarterly Max Base Cap for ER SA Apply quarterly max base cap for ER superannuation
Override Min Base for ER SA Override min base for ER superannuation
Files generated by the Employee Superannuation wizard

After you complete the Superannuation Data For Australian Employees wizard with the Employee Superannuation Template, Activate generates two import files automatically and places them on the customer's FTP site. One file is to configure the Payees (Superannuation funds). The other file is to load the employee data.

AUSSuper Import

FTP SubDirectory: AUSSuper Import

Payee Filename: <Namespace>-AUSSuperImport_Payee-<DateTime>.xml

Employee Filename: <Namespace>-AUSSuperImport_EE-<DateTime>.xml

For an example illustrating how Activate translates the template data to XML, click here.
Payee Filename
Copy 
<?xml version="1.0" encoding="UTF-8" standalone="true"?>
-<EmployeeSuperImport xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    -<ThirdPartyPayee>
        <PayeeSuperDeductionName>Sample - Superannuation Scheme</PayeeSuperDeductionName>
        <OperatingCountryCode>AUS</OperatingCountryCode>
        <PayeeCategory>Superannuation Scheme</PayeeCategory>
        <Active>true</Active>
        <Description>Superannuation Scheme - EE Nominated</Description>
        <AssignTo>Deduction</AssignTo>
        <ReferenceCode>SA62_1</ReferenceCode>
        <ABN>30099320583</ABN>
        <USI>PTC0133AU</USI>
        <AddressLine1>123 Abc Lane</AddressLine1>
        <State>Victoria</State>
        <City>Melbourne</City>
        <PostalCode>3010</PostalCode>
    </ThirdPartyPayee>
    -<ThirdPartyPayee>
        <PayeeSuperDeductionName>Sample - Default Superannuation Scheme</PayeeSuperDeductionName>
        <OperatingCountryCode>AUS</OperatingCountryCode>
        <PayeeCategory>Default Superannuation Scheme</PayeeCategory>
        <Active>true</Active>
        <Description>Default Superannuation Scheme - ER Nominated</Description>
        <AssignTo>Deduction</AssignTo>
        <ReferenceCode>SA62_2</ReferenceCode>
        <ABN>33632838393</ABN>
        <USI>33632838393987</USI>
        <AddressLine1>Unit 2</AddressLine1>
        <AddressLine2>Bourke</AddressLine2>
        <AddressLine3>Melbourne</AddressLine3>
        <State>Victoria</State>
        <City>Melbourne</City>
        <PostalCode>3005</PostalCode>
    </ThirdPartyPayee>
    -<ThirdPartyPayee>
        <PayeeSuperDeductionName>Sample - Self-Managed Superannuation Fund</PayeeSuperDeductionName>
        <OperatingCountryCode>AUS</OperatingCountryCode>
        <PayeeCategory>Self-Managed Superannuation Fund</PayeeCategory>
        <Active>true</Active>
        <Description>Self-Managed Superannuation Fund</Description>
        <AssignTo>Deduction</AssignTo>
        <ReferenceCode>SA62_3</ReferenceCode>
        <ABN>81236903448</ABN>
        <USI>WFS0112AU</USI>
        <ESA>fund@fund.com</ESA>
        <AddressLine1>4200 Adams Way</AddressLine1>
        <AddressLine2>Suite 42</AddressLine2>
        <State>Victoria</State>
        <City>Melbourne</City>
        <PostalCode>4257</PostalCode>
        <PaymentMethodXrefCode>DirectDebit</PaymentMethodXrefCode>
        <AccountNumber>123456789</AccountNumber>
        <BSBCode>932100</BSBCode>
        <CombineEmployees>false</CombineEmployees>
        <CombineEarningsandDeductions>true</CombineEarningsandDeductions>
        <ShowEmployeeDetails>false</ShowEmployeeDetails>
        <AllowNegativeAmounts>false</AllowNegativeAmounts>
    </ThirdPartyPayee>
    -<SuperEmployee>
        <EmployeeXrefCode>301123</EmployeeXrefCode>
        -<SuperAnnuationRules>
            <ApplyquarterlymaxbasecapforERsuperannuation>true</ApplyquarterlymaxbasecapforERsuperannuation>
            <OverrideminbaseforERsuperannuation>false</OverrideminbaseforERsuperannuation>
            <EffectiveFrom>2022-02-01</EffectiveFrom>
            <EffectiveTo>2022-02-01</EffectiveTo>
        </SuperAnnuationRules>
        -<AUSSuper>
            <SuperContributionType>Employer</SuperContributionType>
            <ChoiceFund>Employee Nominated APRA Fund</ChoiceFund>
            <EffectiveFrom>2022-02-01</EffectiveFrom>
            <FundXrefCode>SA62_1</FundXrefCode>
            <ContributionCalculationType>Percentage</ContributionCalculationType>
            <ContributionValue>10</ContributionValue>
            <MembershipNumber>101471549</MembershipNumber>
        </AUSSuper>
        -<AUSSuper>
            <SuperContributionType>Voluntary</SuperContributionType>
            <ChoiceFund>Employee Nominated APRA Fund</ChoiceFund>
            <EffectiveFrom>2022-02-01</EffectiveFrom>
            <FundXrefCode>SA62_1</FundXrefCode>
            <ContributionCalculationType>Percentage</ContributionCalculationType>
            <ContributionValue>10</ContributionValue>
            <MembershipNumber>101471549</MembershipNumber>
        </AUSSuper>
    </SuperEmployee>
    -<SuperEmployee>
        <EmployeeXrefCode>301456</EmployeeXrefCode>
        -<SuperAnnuationRules>
            <ApplyquarterlymaxbasecapforERsuperannuation>true</ApplyquarterlymaxbasecapforERsuperannuation>
            <OverrideminbaseforERsuperannuation>false</OverrideminbaseforERsuperannuation>
            <EffectiveFrom>2022-01-10</EffectiveFrom>
            <EffectiveTo>2022-01-10</EffectiveTo>
        </SuperAnnuationRules>
        -<AUSSuper>
            <SuperContributionType>Employer</SuperContributionType>
            <ChoiceFund>Employer Nominated Default Fund</ChoiceFund>
            <EffectiveFrom>2022-01-10</EffectiveFrom>
            <FundXrefCode>SA62_2</FundXrefCode>
            <ContributionCalculationType>Amount</ContributionCalculationType>
            <ContributionValue>200</ContributionValue>
            <MembershipNumber>100982834</MembershipNumber>
        </AUSSuper>
    </SuperEmployee>
    -<SuperEmployee>
        <EmployeeXrefCode>301789</EmployeeXrefCode>
        -<AUSSuper>
            <SuperContributionType>Voluntary</SuperContributionType>
            <ChoiceFund>Self-Managed Super Fund</ChoiceFund>
            <EffectiveFrom>2022-03-10</EffectiveFrom>
            <FundXrefCode>SA62_3</FundXrefCode>
            <ContributionCalculationType>Percentage</ContributionCalculationType>
            <ContributionValue>15</ContributionValue>
            <MembershipNumber>154781249</MembershipNumber>
        </AUSSuper>
    </SuperEmployee>
</EmployeeSuperImport>
Employee Filename
Copy 
<?xml version="1.0" encoding="UTF-8" standalone="true"?>
-<EmployeeSuperImport xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    -<SuperEmployee>
        <EmployeeXrefCode>301123</EmployeeXrefCode>
        -<SuperAnnuationRules>
            <ApplyquarterlymaxbasecapforERsuperannuation>true</ApplyquarterlymaxbasecapforERsuperannuation>
            <OverrideminbaseforERsuperannuation>false</OverrideminbaseforERsuperannuation>
            <EffectiveFrom>2022-02-01</EffectiveFrom>
            <EffectiveTo>2022-02-01</EffectiveTo>
        </SuperAnnuationRules>
        -<AUSSuper>
            <SuperContributionType>Employer</SuperContributionType>
            <ChoiceFund>Employee Nominated APRA Fund</ChoiceFund>
            <EffectiveFrom>2022-02-01</EffectiveFrom>
            <FundXrefCode>SA62_1</FundXrefCode>
            <ContributionCalculationType>Percentage</ContributionCalculationType>
            <ContributionValue>10</ContributionValue>
            <MembershipNumber>101471549</MembershipNumber>
        </AUSSuper>
        -<AUSSuper>
            <SuperContributionType>Voluntary</SuperContributionType>
            <ChoiceFund>Employee Nominated APRA Fund</ChoiceFund>
            <EffectiveFrom>2022-02-01</EffectiveFrom>
            <FundXrefCode>SA62_1</FundXrefCode>
            <ContributionCalculationType>Percentage</ContributionCalculationType>
            <ContributionValue>10</ContributionValue>
            <MembershipNumber>101471549</MembershipNumber>
        </AUSSuper>
    </SuperEmployee>
    -<SuperEmployee>
        <EmployeeXrefCode>301456</EmployeeXrefCode>
        -<SuperAnnuationRules>
            <ApplyquarterlymaxbasecapforERsuperannuation>true</ApplyquarterlymaxbasecapforERsuperannuation>
            <OverrideminbaseforERsuperannuation>false</OverrideminbaseforERsuperannuation>
            <EffectiveFrom>2022-01-10</EffectiveFrom>
            <EffectiveTo>2022-01-10</EffectiveTo>
        </SuperAnnuationRules>
        -<AUSSuper>
            <SuperContributionType>Employer</SuperContributionType>
            <ChoiceFund>Employer Nominated Default Fund</ChoiceFund>
            <EffectiveFrom>2022-01-10</EffectiveFrom>
            <FundXrefCode>SA62_2</FundXrefCode>
            <ContributionCalculationType>Amount</ContributionCalculationType>
            <ContributionValue>200</ContributionValue>
            <MembershipNumber>100982834</MembershipNumber>
        </AUSSuper>
    </SuperEmployee>
    -<SuperEmployee>
        <EmployeeXrefCode>301789</EmployeeXrefCode>
        -<AUSSuper>
            <SuperContributionType>Voluntary</SuperContributionType>
            <ChoiceFund>Self-Managed Super Fund</ChoiceFund>
            <EffectiveFrom>2022-03-10</EffectiveFrom>
            <FundXrefCode>SA62_3</FundXrefCode>
            <ContributionCalculationType>Percentage</ContributionCalculationType>
            <ContributionValue>15</ContributionValue>
            <MembershipNumber>154781249</MembershipNumber>
        </AUSSuper>
    </SuperEmployee>
</EmployeeSuperImport>

Next steps

Complete the next wizard, as appropriate.

Employee Superannuation template fields

All templates have the same basic structure:

  • Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
  • Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

To see a list of the fields in the template, click here.
Employee Identifier (Required)
Order Data Type Description Examples Why This Is Needed
1

Alphanumeric. Unique value between 1-9 characters.

Unique identifier for employee. 3241245
000000006
abc123499 		In the context of this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.
First Name (Required)
Order Data Type Description Examples Why This Is Needed
2 String1 between 1-64 characters. Legal first name of the employee. Joe In the context of this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)
Order Data Type Description Examples Why This Is Needed
3 String1 between 1-64 characters. Legal first name of the employee. Joe In the context of this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Effective Start Date (Required)
Order Data Type Description Examples Why This Is Needed
4 Date . Excel right-justified date format or Excel text format yyyy-mm-dd. Start date for the fund record.

Date formatted cells: 09/24/2015
24/09/2015

Text formatted cells:
2015-09-24

This date identifies when this superannuation record becomes effective in Dayforce.
Contribution Type (Required)
Order Data Type Description Examples Why This Is Needed
5

Accepted Values:

  • Employer
  • Voluntary
  • Post Voluntary

Indicate whether the Super Contribution is paid by the employer or whether is paid by the employee voluntarily.

  • Employer

  • Voluntary = pre-tax / salary sacrifice contribution
  • PostVoluntary = post-tax contribution

    Note: An employee can have only one Post Voluntary contribution.

Employer
Voluntary
PostVoluntary

 Required to determine the correct contribution type, and associated effect on the payroll results.
Choice Fund Type (Required)
Order Data Type Description Examples Why This Is Needed
6

Accepted Values:

  • Employee Nominated APRA Fund
  • Employer Nominated Default Fund
  • Self-Managed Super Fund
 Indicate the superannuation fund type. There can only be one Employer Nominated Default Fund in Dayforce HCM. Employee Nominated APRA Fund
Employer Nominated Default Fund
Self-Managed Super Fund		 Required to determine the correct Fund type.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

ABN (Required)
Order Data Type Description Examples Why This Is Needed
7 Alphanumeric between 1-11 characters.

Australian Business Number of the Superannuation fund.

Note: If the superfund type is set to “Self-Managed Super Fund (SMSF),” you can leave this field blank.

30099320583 This field, along with the USI, is used to validate whether the employee fund is valid and registered with APRA.
USI (Conditional)
Order Data Type Description Examples Why This Is Needed
8 Alphanumeric between 1-25 characters.

Unique Superannuation Identifier of the APRA Superannuation fund.

USI is required when the Choice Fund Type is one of:

  • Employee Nominated APRA Fund
  • Employer Nominated Default Fund

Leave blank for the Self-Managed Super Fund.

 PTC0133AU This field, along with the ABN, is used to validate whether the employee fund is valid and registered with APRA.
ESA
Order Data Type Description Examples Why This Is Needed
9 String between 1-25 characters.

Electronic Service Address of a messaging provider used by Self Managed Super Funds. An ESA can be obtained from a SMSF messaging provider or through a SMSF administrator, tax agent, accountant, or bank.

ESA is required when the Choice Fund Type is a Self-Managed Super Fund.

 fund@fundname.com ESA of the employee's bank so the fund can receive electronic messages and payments using SuperStream.
Account Number (Conditional)
Order Data Type Description Examples Why This Is Needed
10 Numeric. No more than 12 digits.

Employee account number for self-managed fund.

The account number is required when the Choice Fund Type is Self-Managed Super Fund.

123456789012 Required for Self Managed Funds to enable payment using payroll.
BSB Code (Conditional)
Order Data Type Description Examples Why This Is Needed
11 Numeric. 6 digits.

Bank State Branch. The self-managed fund's bank account.

The BSB code is required when the Choice Fund Type is Self-Managed Super Fund.

 

 923100 Required for Self-Managed Funds to enable payment using payroll.
Contribution Amount (Conditional)
Order Data Type Description Examples Why This Is Needed
12 Numeric.
0 to 99999999.99.

The fixed amount to be contributed to the superannuation fund.

Either Contribution Amount or Contribution Percent is required. Both can’t be provided for the same record.

 250
100		 Required to determine the correct amount to deduct.
Contribution Percent (Conditional))
Order Data Type Description Examples Why This Is Needed
13 Numeric.
0 to 100

The percentage rate to be contributed to the superannuation fund.

Either Contribution Amount or Contribution Percent is required. Both can’t be provided for the same record.

 4.5
2 		Required to determine the correct amount to deduct.
Membership Number
Order Data Type Description Examples Why This Is Needed
14 Alphanumeric between 1-20 characters. The employee's Membership Number for the superannuation fund. 12345678 Might be required to associate the contribution with the correct fund account.
Apply Quarterly Max Base Cap for ER SA
Order Data Type Description Examples Why This Is Needed
15 Boolean Indicate whether the quarterly maximum cap is to be applied to the calculations of this superannuation contribution. Yes
No 		 
Override Min Base ER SA
Order Data Type Description Examples Why This Is Needed
16 Boolean Indicate whether the minimum base contribution is to be overridden for Employer super contributions. Yes
No 		When set to YES, Dayforce overrides the minimum base contribution and calculates superannuation from the first dollar.