How do I upload a bulk member file?

The Employer Portal allows you to upload member files exported from your payroll system. These ATO SAFF is supported out of the box. If you wish to upload a customised file, please contact your Administrator to organise file mapping. 

A member file will:

• Add new members
• Update existing members
• Terminate members

Please note, if you are using a SAFF for contributions it has the same functionality as a member file upload but can also capture contribution amounts. Meaning you can add new members, update existing members, terminate members and submit contributions in a single upload. 

Upload a member file

1. On the Employer Portal Dashboard click on the Upload a Member file button

2. You will be shown the Upload a new member file screen where you can select a file to upload.

• If using a SAFF or if your employer has a single file type associated, you can select 'Automatically detect the file format'.
• If your employer has multiple file types associated, you can select 'Use specified format' and manually select the file type from the drop-down menu.

3. If you want to see how fields in your file have been mapped to fields in the Portal, select the Review File Mapping check box. Otherwise, leave the check box unselected.

If you select the Review File Mapping check box, the Review File Mapping screen displays. Click Next to continue.

4. If there is no employer information provided in the file and the user has access to more than one employer, an Employer matching exception will be shown.

• Click the down arrow  on the right side of the screen to drill down into the exception.
• Search and select the correct employer from the dropdown list.

•  Click Apply to All, and then on the popup message, click Confirm.

5. If there are any issues, such as duplicated employees, missing information, or a change in key data, Member matching exceptions will be presented. Resolve these exceptions before progressing to the next stage. See example below

6. If there are any issues with the member data, you will be stopped at the Validation issues page. You can resolve the issues on this screen, or you can proceed to the Review screen (the grid) and resolve them there.

7. Review the employees listed in the grid and if applicable, fix any validation issues.

It is good practice to click the refresh button prior to submission to ensure the file is re-validated and that all the resolved issues are cleared away. This is found in the left-hand sidebar.

8. After reviewing the member data, proceed to submitting the file. Click the Confirm and Send button.