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Guides

Getting Started
  Introduction
  Your Business Settings
  Export From Other Systems
  Add An Employee
  Clocking Hours
  Timesheet Software
  Grouping Employees
  Locations

Rostering
  The Roster Process
  Roster Templates
  Roster Calendar
  Calendar View
  SMS Rosters

Timesheets
  The Timesheet Process
  Timesheet
  Timesheet vs Roster
  Timesheet from Roster

Payroll
  The Payroll Process
  A Payrun
  Rate Rules
  Shift Rules
  Break Rules
  Deduction Rules
  Extra Rules
  Time In Lieu
  Public Holidays

Leave Request
  The Leave Request Process
  Leave Request Review
  Leave Payroll Process

Reports
  Single Touch Payroll
  Payment Summary
  Xero Integration

Other features
  Messaging

SuperChoice
  Processing Super

SuperChoice (Old process)
  Super Clearing House
  SuperChoice Setup
  Adding Super Fund
  Adding Employees
  Super Payment

Employees
  Employee Console
  Smartphone Login
  Push Notification
  Requesting Leave

Developers
  Partner Logo
  API Hello World
  API Add Employee

  Print Guide

Adding employees/members to SuperChoice


This guide will explain how to add employees/members to SuperChoice.




Adding members


All the required employee data can be exported from Microkeeper to a .csv file that can be uploaded to SuperChoice.




Downloading members from Microkeeper


Menu > Settings > General > Super Settings > Export Super Choice


The issue detector at the top of the page will check if any details are missing,

The issue detector starts by selecting all employees that require a super contribution for the selected period.

If anyone is found it then checks to make sure the super details for those employee are correct.


Super settings validation

Once all missing details are correct the file can be download, ready for upload to SuperChoice.


The file contains all of the data required by SuperChoice for each employee.

The file can be viewed in Excel, where all mandatory fields can be checked.

If there are missing details make sure to update these details in Microkeeper and download the file again.

The employees are listed in order from most recently added at the top.




Uploading members to SuperChoice


Menu > Members > New members


It's possible to add members manually, however we recommend using the bulk Upload member option to ensure Microkeeper data matches SuperChoice data.

Click: Upload members

New member file upload

Add new member employee to SuperChoice


(1)File to uploadSelect the file that was downloaded from Microkeeper
(2)Records for Existing MembersSelect <are ignored> as they are already present
(3)Records for Exited MembersSelect <are ignored> as they should be kept
(4)For 'Test' OnlySelect <Display warnings>
(5)Test or UploadClick Upload to upload the members


Click: Yes to confirm


Click: Bulk Completion


Click: Yes to confirm


NOTE: If any new employees have been hired this process must be repeated before super is processed