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Set up and manage workplace pensions with PensionSync

Updated

Available for the following Payroll classic plans: Free Payroll, Core Payroll
Available for the following user access levels: Admin

A workplace pension is a way of saving for retirement that an organisation will arrange for its employees. The organisation must automatically enrol employees into a pension scheme and make contributions when employees meet certain criteria, however, employees can opt out if they want.

The Pension Settings feature is where you set up your workplace pension details, such as your staging date and re-enrolment dates. The feature also allows you to choose to either sync with an existing provider or you can add your pension schemes and contribution plans manually to payroll classic.

Setting up PensionSync

Employment Hero uses PensionSync to let you connect your payroll classic account and employee details to your preferred pension scheme.

Add pension via PensionSync
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Add Pension Scheme via PensionSync button.Pension_1.jpg
  5. Click the Connect to PensionSync button.
    Pension_2.jpg
Add staging date
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the   Edit button. Pension_3.jpg
  5. Add in the staging date and click the Save button.
    Pension_4.jpg
Add re-enrolment date
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Edit button. Pension_5.jpg
  5. Add in the re-enrolment date and click the Save button
    Pension_6.jpg
Add a manual scheme
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Actions button.
  5. Click the Add manual Scheme button. Pension_7.jpg
  6. Enter the required information and click the Save button.
    Pension_8.jpg
Add a contribution plan
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the   Add button. Pension_9.jpg
  5. Enter the required contribution plan details and click the Save button.
    Pension_10.jpg

     
Import via PensionSync
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Actions button.
  5. Click the Import from PensionSync button.
    Pension_11.jpg
  6. Complete the following fields:
    • Pension provider.
    • Employer ID.
  7. Click the Import Scheme button.
    Pension_12.jpg
  8. Click the Click here to Launch the PensionSync Authorisation Gateway and following the instructions on screen.
  9. Click the Import Scheme button
    Pension_13.jpg

Managing pension schemes via PensionSync

Link scheme with PensionSync
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Link with Pension Sync button.
    Pension_14.jpg
  5. Complete the following fields:
    • Pension provider.
    • Employer ID.
  6. Click the Import Scheme button.
    Pension_15.jpg
  7. Click the Click here to Launch the PensionSync Authorisation Gateway and following the instructions on screen.
  8. Click the Import Scheme button
    Pension_16.jpg
Open PensionSync Dashboard
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Actions button.
  5. Click the Open PensionSync Dashboard button.
    Pension_17.jpg
Edit a contribution plan
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the   Edit button.
    Pension_21.jpg
  5. Make the required changes and click the Save button.
    Pension_10.jpg
Edit a pension scheme
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Make the required changes and click the Save button.
    Pension_18.jpg
Delete a contribution plan
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Delete button.
    Pension_22.jpg
  5. Click the Delete button.
    Pension_23.jpg
Delete a pension scheme
  1. Click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Delete button.
    Pension_19.jpg
  5. Click the Delete button.
    Pension_20.jpg

Run reports in PensionSync

Step 1: Open PensionSync Dashboard
  1. From within your Employment Hero Payroll account, click the   Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Pension Settings button.
  4. Click the Actions button.
  5. Click the Open PensionSync Dashboard button.
    Pension_17.jpg
Step 2: Run a report within the PensionSync dashboard
  1. From within your PensionSync dashboard, click Tools.
  2. Click Reports.
    Tools and reports
  3. Choose which type of report you would like to run. You can choose from:
    • Successful submissions in a period.
    • No successful submissions in a period.
    • Submissions with errors in a period.
    • Workers instructions.
    • Authorisation required.
    • Next zero or failed payments.
  4. Choose the pension provider(s) you want to include in the report.
  5. Choose the start and end date for the report.
  6. Click Run Report.
    Run report 
  7. Your report will appear under the filters.
  8. To download the report, click the Download button.

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