The SIF

What is the SIF?

Updated over a week ago

The SIF is the template you need to complete with the data of your employees for the initial joining of the retirement plan. The same master file will be used on an on-going basis to upload contributions either weekly, fortnightly or monthly depending on your payment frequency.

The SIF acts as the Master file and is used to change and update employee details, such as address or email. If you are changing the name, date of birth or employee ID of an employee you will need to contact the team at [email protected].

Important points

  • You need to save the file in CSV UTF-8 format when uploading. This is explained in more detail in ‘The SIF – Saving and uploading the completed SIF.’

  • The CSV UTF-8 file should be treated as a single-use file.

  • Any amendments to the SIF should be made in Excel format.

  • The platform will not accept commas in any field example: 23, The Street

  • The platform will not accept any special characters in any name field example: O’Brien

  • No column headers should be removed or edited

  • No additional column headers should be added.

  • Fields marked as mandatory must be completed with valid input

  • Fields marked as optional can be left blank. If completed the input must be valid.

  • Fields marked as conditional will be mandatory or optional depending on circumstances.

For further information in relation to the SIF, please refer to the 'SIF guide'

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