On occasion multiple employees will need to move from one USI to another. The bulk change step during the contribution file load process makes this easy.
Bulk Fund Change
When loading a contribution file in the Employer Portal that includes new USI details for more than one member, along with the previous member number, the bulk change option will be presented.
To update all members from the old fund to the new fund - click 'Create Members'.
Note - If the contribution file includes the New USI and a New member number (or no member number), new memberships will automatically be created without the bulk fund change step being presented.
If the Super fund returns new member number
If the receiving Super fund has returned a new member number, and your file contains the original member number (in subsequent loads), you will encounter a member matching exception
In this scenario you should
1. Select 'Use historic details' (To use the Member ID provided by the Fund) and click 'Ignore Changes' (To ignore the original out of date members ID in the file).
2. Update the Member ID in your Payroll System
Loading a file containing a closed USI
Should the file contain a closed USI, you will get individual member exceptions, asking you to select the correct fund for each employee.
The employee details in each subsequent file should be updated to include the new USI (and new member number if obtained, or blank if not) to ensure the member matching exception is not triggered on each load.
Single Member File Load
If you load a single member file, you will receive a Key Data Change rather than a Bulk Fund Change:
In this case, you should choose 'Create Member', to add a new member with the new USI:
Detailed overview of when the bulk fund option is presented during a file upload
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