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Pension processing with a CSV file

Updated

As well as the pension providers available via API through PensionSync, we’re enabling a small number of providers for CSV file download from payroll.

The process in payroll is to still link the scheme to PensionSync and submit to PensionSync at the end of the pay run, but once done there will be a new option to download pension files. These files download as a zip file for the user to select the files they need to upload themselves on to the pension provider's website.

The new provider options are:

  • Royal London – all varieties of enrolment/contribution files for both payroll assessment and Royal London assessment
  • True Potential – enrolment and contributions files and an additional file listing any leavers which require manual update at True Potential
  • Other provider – this is a general, catch-all scenario, which lets you download a generic PAPDIS file that many providers accept.

PensionSync does not connect to the provider because they do not offer APIs. If you choose any of the above, you must set up your own contribution plans.

Getting started

Add a new provider via a CSV
  1. Log in to your payroll classic platform.
  2. Click on Business on the left-hand side menu.
  3. Click on Payroll Settings.
  4. Click on Pension Settings. 
  5. Click on the Add pension scheme via PensionSync button.
  6. Click the Connect to PensionSync button.
  7. Click on Actions on the right-hand side of the screen.
  8. Click on Import from PensionSync.
  9. Choose the provider from the list in the drop-down menu.
  10. Enter the Employer ID.
  11. You will see the banner stating This business is connected to PensionSync.
  12. Complete any details and create a contribution plan with the default contributions, postponements, etc.
Check your staff's pension details
  1. Navigate to the Employee on the left-hand side menu.
  2. Click on List.
  3. Select the employee whose pension details you wish to check.
  4. Click on Pension Settings.
  5. Here you can check if your employees are connected to your new contribution plan.
Creating a pay run
  1. Create, and finalise the pay run as normal, and submit to PensionSync.
  2. The Download Pension Files option is then available, which downloads the zip file to your computer.