Please be aware that the ClockOn Beam integration is currently in a Beta phase and as such is not yet available for all customers. If you are interested in using this as an early adopter please let us know at support@clockon.com.au.
To assist customers with the ATO's payday super requirement we have introduced this feature to be available across all paying users. Users on our Starter package have access to our super reports, and will need to arrange a separate super clearing house arrangement. This feature allows customers a method of submitting and managing super submissions directly through the ClockOn software via our integration to the BEAM super clearing house.
This article details the steps for the following items.
- BEAM Registration
- Adjusting / Updating Registration Details
- Creating and Processing a Draft Submission
- Resubmitting Employee Amounts After Errors
IMPORTANT INFORATION
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BEAM Registration
On your first access you will need to proceed through a Registration process, click the Register button to proceed.
This will redirect you to the beam signup site, the first page outlines important information. The walkthrough below details the steps for this process.
Once the registration process is complete you will be taken to a page where you can review the direct debit account details (if entered) and set a Refund Bank Account (required).
The purpose of the refund account is to assist where payment errors may occur. This allows for an avenue for Beam to return funds to the company in the event that the payment to the employee's super fund fails. a few example reasons for funds being returned may include; the fund has closed, and the member number doesn't match.Adjusting / Updating Registration Details
In the event that you need to adjust the setup details for BEAM, you can do this by re-running the registration process.
Examples of why this may be needed include;
- There have been updates to the business's contact details.
- You need to adjust the bank account details or you want to shift the payment type.
- You want to change the companies default super fund
To make this change use the Actions > Settings option
You can then use the Beam button to restart the registration process.
This screen also gives you access to adjust the indicated Refund account.
Creating and Processing a Draft Submission
With the registration process complete we move on to the summary screen. From here you can start the submission process. The following walkthrough demonstrates the process for creating customising and processing super submissions though the Beam integration.
A reminder that just like the payroll reporting, the payroll payment date is used to determine whether the periods will be included in the selection. For example if a period has the dates 01/01/2026 - 07/01/2026, with a payment date of 08/01/2026, the date range will need to cover 08/01/2026 to include the pay run.Cancelling a Super Submission
If you have made an error has been made when setting up a fund transfer, you have the option to cancel the submission process. This is done within the submission using the Actions menu and selecting Cancel.
Cancelled submission instances still appear on the submission list and can be used to create new instances with the Process Unsubmitted process.
Cancelling the transfer is no longer possible if the payment has been made to Beam the fund transfer process has begun. Resubmitting Employee Amounts After Errors
In the event that an error was detected after the attempt was made, ClockOn will receive an update from BEAM to advise that the payment has failed. This will result in the funds being returned to your refund account and the affected employees being deselected from the submission record.
If this occurs you will be notified via email using the address specified in the Contact Details section within ClockOn.
For these instances you will need to make the needed corrections in the system before re-attempting the process.
To allow users a method to quickly prepare new submissions for instances where the payments have failed we have the Process Unsubmitted feature. this creates a new submission instance, including only the employees that where deselected in the current instance because of error items.
To do this open an existing super payment instance by selecting it from the Super Payments screen.
In the example below, the employees were excluded as they did not have a linked super fund. the exclusion is denoted by the checkbox being empty.
Under the Actions menu use the Process Unsubmitted option.
This will create a new submission record for the employees. If the error had been corrected then the employees will be marked to be included and ready for a re-submission.
If they are still in error they will remain excluded from the submission attempt. To see the error/s you can expand the employee instance and the system will provide the nature of the error as a link to the area in the system to make the correction.
