Once the employees have opted in to become members of the Plan, you can use the same SIF file template to include the contributions for the employees who have opted in. There is no need to create the SIF file again to upload these employee's contributions.
Please see the ‘SIF fields & values' table below for the precise information we require and any specific formatting or character restrictions you need to consider. You can also use the 'Example SIF' to see how this looks in practice with some example data in place. And finally, you can use the 'Template Upload File.csv' to start completing your own SIF.
Where can I find the 'Template Upload File.csv'?
Select 'Menu' followed by 'Contribution and payroll' from the top right hand side of the dashboard
Click on the 'Upload your standard interface file (SIF)'
Then click on the 'DOWNLOAD SIF TEMPLATE (.CSV)' button as shown below
It is very important that you do not edit or re-order the headers in row 1. Row 1 should always remain in the SIF even if the column is noted as ‘Optional’.
For further information in relation to the SIF, please refer to the 'SIF guide'.