Send pension data to NEST

Once you complete a pay run that includes employee pension contributions, you can generate and download the required files for NEST.

To create and upload a submission file

In the Completed Pay Run summary view Pension submissions. Select View Submission Details. A summary of your employees’ pension details and contributions displays.

TIP: If you’re downloading pension files for the first time, you must enter your Sage login details first.

Select Manually upload CSV file and save the file.

TIP: More than one file creates a compressed (zipped) folder. For example, NESTPensionsMth1.zip. This folder contains the downloaded submission files.

Select Manage Pension File then select Open NEST portal.
Enter your username and password for your NEST account and select Login.
To upload a member enrolment file, select Manage your workers, then select file upload.
Select the Browse button. Browse and select the relevant CSV file.
Select Open.
Select Upload file. For information about uploading enrolment files, please refer to the NEST website.
To upload a contribution file, select Manage contributions.
For the relevant pay period select Edit/Pay.
Select Upload file.
Select the Browse button. Browse and select the relevant CSV file.
Select Open.
Select Upload file.

For information about uploading contribution files, please refer to the NEST website.

To confirm a file upload is successful

Once you upload the files to NEST, you must confirm the submission status.

In the Completed Pay Run summary view Pension submissions.
Select View Submission Details.
Select Manage Pension File. Select Confirm CSV upload.
When asked if the submission upload was a success, select Yes.

The submission status changes to say you are up to date with your pension submissions.

File upload errors to NEST

If an error message appears during the upload, you can find out how to fix it from the NEST website.

Corrections after file upload

If you correct a completed pay run after you upload submission files to NEST

You must download a corrected pension file and upload it.

The corrected file contains information for all employees with NEST pension values. It contains the current values and also any corrections.

For example:

You correct an employee’s pay after you upload the submission file to NEST.

You must complete the following steps:

Edit pay as normal then select View Summary.
In the Completed Pay Run summary, view Pension submissions. Select View Submission Details.
Select Manage Pension File. Select Regenerate CSV file.
This creates a new version of the file and includes the corrections. Depending on your Internet browser, the file downloads to your Downloads folder. You may get a prompt to save the file.
If you’re prompted to save the file, make a note of the file name. Browse to where you want to save it, for example, the Windows desktop. Select Save.
Select View Submission Details.
Select Manage Pension File and select Open NEST portal.
Enter your username and password for your NEST account then select Login.
Once you upload the files and NEST accept it, you must confirm the file upload is successful.
Select Manage Pension File and select Confirm CSV upload.
When asked if the submission upload was a success, select Yes.

TIP: The corrected file contains information for all employees with NEST pension values. It contains the current values and also any corrections.

To review contributions and record payments to NEST

Select the Pensions tab.
Delect Review contributions & record payments.
Choose the relevant Pension reference period and select View detailed contributions.
Select the Return to Review Pension Payments page link.
Check the amount to pay and enter your payment date.
Enter a reference or cheque number and select Record Payment.

Do you subscribe to Accounting? The Record Payment process will reduce your company bank account and pension liability. read our article Integrate Payroll with Accounting (opens in new tab).

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