MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES)

MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES)

MERCERSPECTRUM OVERVIEW This guide provides an overview of MercerSpectrum, one of our two online options used for providing data and remitting superannuation contributions. MercerSpectrum is suited to employers with more than 20 employees and is also available for employers of any size with choice members. For employers with fewer than 20 employees who are members of your default Super fund only, our Employer Online option may be best for you. To find out which option suits you, call our Helpline on 1300 550 423 or email support@esuper.com.au One of the difficulties of providing super fund choice is administering multiple payments to multiple funds. The solution to this is to use a clearing house MercerSpectrum is an online clearing house system that enables you to submit superannuation data to multiple superannuation funds, whether it s to your default fund or an employee s chosen fund. MercerSpectrum lets you add new members, amend member details, exit members and make employees contributions via a file upload from your payroll system to your default super fund and to multiple other superannuation funds online. Alternatively, you can manually input member data and contributions on MercerSpectrum. You will be allocated a MercerSpectrum project manager to assist in the implementation. Want to get started? Call our dedicated MercerSpectrum team on 1300 550 423 or email support@esuper.com.au MercerSpectrum 2

1. 2. It s easy to manage your employees superannuation life cycle using MercerSpectrum. To log on, enter your User ID and password, and click Submit. After logging on, you will see the MercerSpectrum welcome page. You ll notice the padlock in the right hand corner. This confirms that you are logged into a secure website. If you need some help, there are three options available to you: the Help function, contains a full user guide. You also have a dedicated Helpline available to you or you can email our help desk by clicking on the email link. It s a good idea to keep an eye on the welcome screen, as this is where you ll find important updates such as end of financial year cut-off dates. 3. 4. On MercerSpectrum, you have the ability to set up new members, exit members as required and transfer existing members to and from Choice Funds. Changing your members details is as easy as uploading a file from your payroll system, or you can use direct entry. Depending on your requirements, for new and exiting members, you can either upload a file produced by your payroll system, or make these changes by direct entry. 5. 6. You can also update basic employer details, and maintain user details, including passwords. One contribution batch is all it takes no matter how many super funds your employees choose. To get started click on the Contributions tab. MercerSpectrum 3

7. 8. You can customize the contribution schedule, naming and frequency to suit your payroll needs. Contributions can either be uploaded using a file generated by your payroll system, or via direct entry. 9. If you prefer direct entry, click the Begin button. 10. Enter your contribution data 11. and click, Calculate Totals. 12. If your preference is to upload a file generated by your payroll system, click the Begin button 13. and start searching for your file by clicking on the Browse button. 14. Select the file you wish to upload and click on the Submit button. MercerSpectrum 4

15. 16. To authorise a batch, whether it s been entered directly, or via a file upload, click Ready for Submission. 17. You can elect either one or two people to authorise the contributions. 18. Once contributions have been successfully submitted and payment received, MercerSpectrum will automatically disperse any payments to all the super funds you ve specified. 19. There is a range of additional functionality available in MercerSpectrum related to Choice of Funds, inclusive of the Payment Status option. 20. This function allows you to view when a Choice payment was made, the method of payment and reference numbers, as well as when the contributions were received by the Choice Fund. 21. MercerSpectrum also allows you to generate member reports, and member contribution advices. MERCER SPECTRUM A SIMPLE SOLUTION FOR EMPLOYERS (WITH MORE THAN 20 EMPLOYEES) Ready to go online? Call our Helpline on 1300 550 423 or email support@esuper.com.au MercerSpectrum 5