The auto-enrolment solution for Northern Ireland
Workers Pension Trust is required by The Pensions Regulator to monitor the accuracy of contributions received. In order to automate more checks we are making some changes to the pension contribution upload file format from October 2020.
New mandatory fields, including the Pay Reference Period and the Gross Salary for that period will be required on the contribution file from October 2020 onwards.
There will also be a new grid format so that contributions can be entered manually without uploading a file. Any errors or validation issues will be shown on the grid so that it is easier to see what needs to be amended.
The new file format for employers will be:
|Column||Field Content||Data Type||(max characters)||Example|
|B||Employee Name (for information only)||Alphanumeric||(200)||Peter Wilson|
|C*||Date PRP Start**||Date||(dd/MM/yyyy)||01/10/2020|
|D*||Date PRP End**||Date||(dd/MM/yyyy)||07/10/2020|
|E*||Salary for PRP**||Numeric||(5.2)||400.00|
|F||Employer Pension Contribution (including Salary Sacrifice Contribution, if applicable)||Numeric||(5.2)||8.40|
|G||Employee Pension Contribution||Numeric||(5.2)||14.00|
|H||Group Life Contribution (if applicable)||Numeric||(5.2)||1.00|
|I||Employer lump sum (if required) **||Numeric||(5.2)||1000.00|
|J||Employee lump sum (if required) **||Numeric||(5.2)||250.00|
|K||Use PRP (if required) **||Boolean||Yes/No|
**New fields (PRP refers to the Payment Reference Period. For example, employees may be paid weekly, monthly, four weekly or fortnightly)
We have been working with payroll providers to make these changes as smooth as possible.
How do I extract the additional information from Payroll?
Sage has developed a new report for Workers Pension Trust and have advised that customers who wish to obtain the report should contact Sage Technical Support either by telephone (0191 479 5955, 9am-5pm, Mon-Fri), or online via their Help Centre. Sage will then provide the report to customers.
A link to the Sage guidance article concerning Automatic Enrolment reports can be found here.
The new report is now available on Moneysoft. However, you may notice that the ‘Use PRP’ is shown as Yes in the report. This is normally left unchecked and may cause validation issues, in order to fix this you will need to either uncheck the ‘Use PRP’ column for all rows after uploading the file, or remove the Use PRP column (column K) from your file before uploading. We are working with Moneysoft to try and get this removed in the meantime.
Brightpay are hoping to release their full upgrade soon.
In the meantime, you can use the following interim upgrade link which has the updated report format included: https://downloads.thesaurussoftware.com/BrightPay-UK-20.5.11-Upgrade.exe
Iris customers should contact Iris directly to obtain the new report.
Xero has advised that customers can create their own reports and can update their existing report to include the new fields.
Employers / Accountants should contact their payroll provider directly in order to amend their report format.
Alternatively, the contribution information can be entered into the new grid, without the need to upload a file. This has been introduced to assist small employers.
NB The upload file format for the WPT-E plan is not affected by the changes in October 2020.