Yes, as a delegated user you can either select each employer individually and upload their pension contributions or you can upload contributions for multiple employers in a single file. The file must match the layout in the table below and be saved in .csv format. Please note that Column A requires the appropriate Employer Code to be entered against each employee.
| Column | Field Content | Data Type (max characters) | Example |
| A | Employer Code | Alphanumeric (8) | 100063/2 |
| B | NINO | Alphanumeric (9) | XZ140548D |
| C | Employee Name (this field will not be validated and is purely for information purposes) | Alphanumeric (100) | Gary Smith |
| D | Date PRP Start | Date (dd/mm/yyyy) | 03/10/2020 |
| E | Date PRP End | Date (dd/mm/yyyy) | 09/10/2020 |
| F | Salary for PRP | Numeric (5,2) | 00000.00 |
| G | Employer Pension Contribution (including Salary Sacrifice Contribution, if applicable) | Numeric (5,2) | 00000.00 |
| H | Employee Pension Contribution | Numeric (5,2) | 00000.00 |
| I | Group Life Assurance (if applicable) | Numeric (5,2) | 00000.00 |
| J | Employer Lump Sum | Numeric (5,2) | 00000.00 |
| K | Employee Lump Sum | Numeric (5,2) | 00000.00 |
| L | Column no longer used | Blank | Blank |
NB When saving the .csv file for upload there should be no titles or totals. If employees are paid weekly, then each week's contributions should be shown.
This information should be extracted from your payroll software. Please refer to your payroll software guidance for information on how to do this. Once extracted, the information should be arranged in the same column order as in the table.
Group Life Assurance
If the client company does not use Group Life Assurance, then leave Column I blank.
If the client company does use Group Life Assurance, Column I should have the Group Life Contribution Value for each employee within the Payment Reference Period.
You can also enter these details on the Data Grid rather than adding them in an upload file.
1. Submitting a .csv file
Once you have created your file this can be uploaded by following these steps:
On your ‘My Profile’ page click Upload a single pension contribution file for multiple employers.
On the Upload Pension Contributions page, click Upload Pension Contributions.
You will be presented with a Browse or Choose file option. When presented with this screen, navigate through your file explorer, find the file that contains the contribution information and click Upload.
All contributions will be listed alongside the name of their employer. Check the details listed are correct and click Confirm Contributions.
Once confirmed, the contributions will be displayed in more detail in regards to the employer and employee contributions and Group Life Assurance (if applicable).
To complete this process check that the contributions are correct and click Submit Contributions.
2. Submit the data using the Data Grid
Select the Open Data Grid button.
Enter the data into the data grid for all contributions.
Select the Validate & Save button to validate that the data you have entered is correct.
Data Validation
Any data validation issues will be highlighted in red or orange:
More information about error messages
After contribution data has been updated, you can select Validate & Save.
If there are more than 80 contributions with issues that need to be checked then these will be split into separate pages.
The following message will be displayed if there are still orange warnings: Please confirm to proceed with Warnings
When all issues have been resolved, the Submit Contributions button will appear, and you should select this if you are satisfied the information provided is correct.
After pressing Submit Contributions you will be asked if you need to add any more contributions. If all contributions have been uploaded, you should then confirm the Direct Debit amount.