Check for updatesTo check if you have information available from your pension provider to import, click Payroll, then click Import Pension Updates.The window that appears shows up to four different tabs, depending on whether there are updates to apply. If any updates require action from you, the relevant tab is highlighted with the number of updates available. See how it looks >
Apply updatesNext, let's look at how to use each tab. Click the options below to learn more: The import data tab shows if any of your employees have agreed to leave the pension scheme with your pension provider, and makes it easy to import into your employees' records. To import this data: - Click Apply updates, then click Continue.
 NOTE: If your pension provider has sent you a file detailing any opt-out requests you can import this by clicking Import a file and then browse to the file.
- Scheme update >
This tab appears if you receive an update for a pension scheme that's set up in your software and already matched to a scheme with your pension provider. The change to the scheme is highlighted, as shown in the example below where there's a change to the employee contributions. 
To make these changes in your software, simply click Apply updates.
This tab shows if there's a new scheme in the Management Centre from your pension provider. When a new scheme appears in this tab you need to match it up to a pension scheme in your payroll software. The Scheme Sync window is split into four sections, click each option below the image to find out more. 
- Schemes to match from the Management Centre >
This window lists any schemes in the Management Centre that aren't currently matched to a scheme in your software. - Click the scheme you'd like to match in this section, then you can move on to the next section.
- Schemes in your payroll software >
Once you select a Management Centre scheme in section one, section two lists the pension schemes in your payroll software. - Select the pension scheme in your software that corresponds with the Management Centre scheme, then click Create match. Or to match the new Management Centre scheme to a new scheme in your software, click Add as a new scheme.
 TIP: If the pension scheme you expected to be able to match doesn't appear in section two, open the Provider tab of this pension scheme's settings and check that the correct provider reference is entered correctly.
Matching your scheme creates a link between the pension scheme in your software and the pension scheme in your provider's portal. The pension scheme settings from your provider are automatically applied to the pension scheme in your software, so to amend these settings after they are matched you must update them with your provider. - Schemes you're currently matching >
Once you match one or more schemes in section two, they appear in this window for your reference. - Schemes you've previously matched >
This window lists any previously matched schemes for your reference.
Once you've matched all schemes from the Management Centre click Apply updates to move on to the next step. Review your matched schemesIn this step, you can review the matches you've just created. If there are multiple schemes in the Management Centre matched to one scheme in your software, you must choose which one represents your company pension scheme. This is to ensure any changes made to the scheme on your provider's portal for that scheme are updated in the pension scheme's settings in your software. To do this, select the Default option next to the required scheme. When you're ready to complete this setup, click Save. You've now matched the new schemes in the Management Centre with those in your software.
- Import history >
This tab lists all imports with the date each was completed. If you're looking for a particular update, you can filter the list using the options at the top of the window.
You've now applied your pension updates and are ready to process the next pay run. [BCB:257:UKI - Personal content block - John:ECB]
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