Available for the following plans Employment Plus, Employment Unlimited
Available for the following Payroll classic plans: Standard, Premium
The Pension Contributions Reporting feature allows you to create a report that shows the pensions contributions made within your organisation within a specific date range or pay schedule. This can be narrowed down by employing entity and location. You can also use this feature to download an Excel file of this data or save the information in a printable PDF format.
Create the pension contribution report
Running a pension contribution report
- Click the Reports menu.
- Click the Pension Contribution button.
- Select from the following fields:
- Date range.
- Pay schedule.
- Employee.
- Location.
- Contribution plan.
- Click the Run Report button.
Helpful Hint
You will now see your Pension Contribution report on your screen.
Download the pension contribution report
Download the report
- Click the Reports menu.
- Click the Pension Contribution button.
- Complete the following fields:
- Date range.
- Pay schedule.
- Employing entity.
- Employee default location.
- Employee.
- Contribution type.
- Group by.
- Click the Run Report button.
- Click the Download button.
- Click on one of the following options:
- CSV.
- Excel.
- Options pensions.
- Royal pensions.
- Creative pensions.
- Scottish widows.
- Pdf.