Overview
This guide explains how to create, validate, submit and pay super batches using Beam integration in Payroo.
Using Beam, employers can:
Create super batches directly from payroll
Validate employee super details
Submit super contributions
Pay super using Direct Debit, EFT or BPAY
Track batch status updates
Receive email notifications for submission and payment outcomes
⚠️ Your business must be registered with Beam before processing automated super payments.
Before you begin
Before creating a super batch, ensure the following setup is completed.
Pay run status must be filed
The pay run must be successfully filed with the ATO before creating a super batch.
⚠️ Only filed pay runs should be used for super processing.
Employee super fund details must be updated
Ensure employees have valid:
-Super fund details
-Member numbers
-USI details (where applicable)
⚠️ Incorrect super details may result in failed or refunded payments.
Default super fund setup
If employee super fund details are missing, the default super fund may be used.
Review employee super setup carefully before submitting batches.
Refund bank account details
Before submitting payments, configure the refund bank account.
To configure employer bank details:
- Go to Features
- Select Super
- Review Refund Bank Details
⚠️ To process unprocessed or failed super payments, bank details are required.
Steps to Create Super Batch
Select "Super Batches" from the main menu
Click on "Create Batch" to create a super batch.
You will now need to set up the parameters you would like to filter for super batch
- Date Range: you can choose a date range by month quarter or custom of your choice.
- Pay Schedule: you can filter the batch for All pay schedules or you can create a batch for an individual pay schedule
- Contribution Type: you can filter the batch for all the contributions or you can create a batch for individual contribution types such as "Super Guarantee, Salary Sacrifice and Employer contribution"
Once you have set the parameters for the super batch, click on "CREATE".
Once the batch is created successfully there will be a few action items that will have options available according to the status of the batch. The action items include the following Validate, Submit and Delete.
Validate – After applying the fixes for any errors, you will need to validate the batch again.
Submit – The submit option will validate the batch, and if it passes validation then the batch will be submitted.
Delete – You can delete the batch at any point, but you will need to be aware that a deleted super batch cannot be recovered or restored and any changes that had previously been made will not be saved.
The Validation Process
Once the batch is created, click on Validate. Any errors will be highlighted in red at the top, followed by any warnings in yellow. You will notice the option to VALIDATE is still appearing in the left corner any errors will need to be rectified prior to submitting the batch. After the errors have been fixed you will need to VALIDATE the batch again. Or, you do have the option to exclude the employees with errors and submit the batch.
To exclude an employee from the batch you will need to click on the Remove button next to the employee's name.
NOTE – If you have excluded an employee by mistake you can include them back into the batch again by clicking on the search bar and selecting their name from the given list.the Include option next to the employee’s name
Batch Submission & Status Progression
Once all the validation errors have been rectified the "Submit" option will appear as an Action item. When you click on "Submit" a pop-up screen will appear where you will need to select the payment details for the batch. There are 3 options for payment: Direct Debit, EFT and BPAY. (There is also the option to use these options as a default for future batches)
Payment methods
1. Direct Debit
If you select direct debit as the payment option you will be prompted to select the bank account you would like the funds to be debited.
- If you submit the contribution before 3.30 pm AEST on a business day, Beam will debit the nominated account on that day, if you submit the contribution on or after 3.30 pm AEST on a business day, or on a non-business day, Beam will debit the nominated account on the next business day
- Funds debited from the nominated account(s) will be sent to the nominated superannuation fund(s) within 5 business days, which includes the time it will take for the funds to clear.
2. Direct Credit (EFT) – If you select direct credit (EFT) as the payment option you will be provided with payment instructions once the batch has been submitted. You will see the Payment Reference in the batch submission screen.
Note- To identify financial crimes and reduce the risk of fraudulent transactions, an employee who has an SMSF must submit at least one super batch via BPAY. Direct debit and EFT will not be available until they have successfully submitted a batch through BPAY, verifying ownership of a bank account to make direct debit payments for the SMSF. This does not apply to batches with regulated super funds
3. BPAY – If you select BPAY as the payment option you will be provided with payment instructions once the batch has been submitted.
Payment confirmation notifications
Once the super batch is submitted successfully, you will see a pop-up with payment reference details on the payroo web app and also an email to your registered email address is sent with "Super Batch Submitted Successfully"
Super Batch Payment Details on the Payroo app
Super Batch Submitted Successfully Email.
Here's the final step to complete the super batch, as you receive the payment reference details to your registered email, you now have to log in to your internet banking portal to make the payment, so that the funds are transferred to the employee's super fund account.
You can access the details of any created/submitted super batches payments back on the main "Super Batches". From here you can see the batch ID, the Date Created, the Payment Total and the Status of each batch. Clicking on the ID number will open the batch submission details.
Track super batch progress
Super batches move through multiple statuses during processing.
Common statuses include:
Status | Meaning |
Created | Batch created |
Draft | Batch still being reviewed |
Submitted | Batch submitted successfully |
Success | Funds successfully processed |
A batch status of Success means the funds have reached the employee super fund successfully.
Refunds & Cancellation Notifications
1. Submitted Successfully
2. Batch Partial - Refund Email Notification
This email notification is sent when the funds of the employee are refunded back to the employer's account. Also, you will be able to see the reason why the refund was made and for which employee.
Once you fix the issues mentioned in the email and rectify them, you can now create or submit the batch using the same reporting period dates.
3. Cancelled Email Notification
This email notification is sent when you failed to make the super batch payment that was submitted earlier and also when you have cancelled it manually.
If you have any questions or feedback, please email us at support@payroo.com.au.