How do I extract the information from Payroll?
Sage has developed a new report for Workers Pension 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. If you are using the Workers Pension report from Sage, ensure that you have exported the files by clicking the Report to Excel button, then save the file in .csv format. The file can then be uploaded directly to our website.
The new report is now available on Moneysoft.
The new report format is available on Brightpay.
Iris customers should contact Iris directly to obtain the new report.
Xero has advised that they produce a standard PAPDIS file which can be downloaded and adjusted to fit the pension providers requirements. This does not include a gross earnings figure so you need to use the pensionable earnings figure which is not inclusive of qualifying earning thresholds. In order to allow the scheme to validate your contributions correctly please contact us and we can amend the calculation method to first pound on your account.
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.