Before generating your submission files, follow these steps:
Retrieve the latest AEPN instructions.
Complete the payroll processing for your pay group.
Review the Auto Enrolment Contribution Report to ensure its accuracy.
⚠️Important: Submit your contribution files on or before the employee's pay date. NAERSA must receive the funds by 6:30 PM on the pay date. After this deadline, you will not be able to make corrections through the system.
Generate a submission file
The system generates the submission file (JSON and CSV), a control report with summary totals, and an exception report listing any errors or warnings.
To generate a submission file, follow the steps below.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions.
From the Auto Enrolment Pension dropdown, select Generate Submission File.
From the Submission Type dropdown, select the submission type:
Normal Submission (O): Standard submission after every payroll run.
Full Resubmission (F): Replace entire submission before 6:30 PM deadline.
Delete Submission (D): Remove entire submission before 6:30 PM deadline.
Previous Period Submission (P): Submit data for an earlier period after the deadline has passed.
In the Pay Group field, enter the relevant pay group.
🤓Tip: The period and month auto-populate.
In the Override payment date field, set the payment date.
To process a single employee or process all employees, from the Employee drop down field, enter employee number. (This is optional)
Click OK.
📌 Note: Full Resubmission, Delete Submission, and Previous Period Submission require additional configuration.
Enable submission types
Before generating a full resubmission, delete submission, or previous period submission files, you must enable their respective indicators.
To do this, follow the steps below in Portal.
📌Note: Late submissions are flagged for compliance review by NAERSA. Always submit on time when possible.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions.
Select Pay Group Parameters then turn on the relevant indicator:
Allow Full Resubmission: For Full Resubmission files
Allow Deletes: For Delete Submission files
Previous Periods: For Previous Period Submission files
Click Save.
Override submission data
Use the override function to manually correct submission data before transferring to NAERSA.
To override submission data, follow the steps below in Portal.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions.
Select Override Submission then from the Pay Group dropdown, select the relevant pay group.
In the Search field, search for the relevant the employee.
Beside the relevant employee, click the three-dot menu.
Click Edit then update the required fields below:
Gross Pay
Employee or Employer contribution amounts.
Exit date or Pay Reason (such as INPA, PAADJ, or ROEED).
Click OK.
Regenerate the submission file then transfer to NAERSA.
📌 Note: You can only override submission data before transferring to NAERSA. Once transferred, corrections must be made via the Employer Portal.
Transfer submission files to NAERSA
To transfer submission files, follow the steps below in Portal.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions.
From the Auto Enrolment Pension dropdown, select Transfer Submission File.
From the Company dropdown, select your company reference.
For each file you want to send, turn on the Transfer File toggle.
Click Transfer.
📌Note: If a file has a Transfer Status of Pending, click Run Check to request an update from NAERSA.
Reconcile contributions
NAERSA provides two reconciliation options to verify contributions were submitted and processed correctly.
To generate reconciliation reports, follow the steps below in Portal.
Click Manage Payroll then highlight the relevant pay group.
Click the Outputs tab then click ROS.
Click Auto Enrolment Submissions.
From the Generate/Transfer dropdown, select the reconciliation type:
Contribution Reconciliation Details: For employee-level results for a specific payroll run.
Contribution Reconciliation Summary: For employer-level totals across tax months.
From the Company dropdown, select your company reference.
Select the Run Reference (for Details) or Tax Month and Tax Year (for Summary).
Click Check.
📌 Note: NAERSA is the single source of truth. Amendments may occur outside of PeopleXD through refunds, case adjustments, or updates made through the Employer Portal.