NOTE: If you have any difficulty with any part of this process, you must contact Nest.

If you run a weekly, 2-weekly or 4 weekly payroll, Nest requires you to take some action at payroll year end.

Please read this article and work through the steps which apply to you.

You must do this before processing your payroll in the new tax year.

Monthly-only payroll?

If you run a monthly-only payroll, this guidance is not applicable, and you can ignore these steps.

If you have a week 53 and run a weekly, 2 weekly, or 4 weekly payroll

Once you have run week 53 payroll:

1. From the Summary tab, select View Submission Details.
   This is a summary of the information included in your submission to NEST.
   You will see your Pay Reference Period dates are set to 04 April 2024 to 05 April 2024.
2. Select Submit Online to submit details to NEST for the week 53 pay run.

If you have problems submitting the file:

1. Log into your Nest portal.
2. From the Nest Home page, select Manage contributions.
3. Check your Pay reference Period dates in Nest are set to 04 April 2024 to 05 April 2024.
4. Change the dates in your Nest portal to match. 
5. Submit your Nest pension file.

Having difficulty? Please contact Nest. Ask to change your pay reference period dates to match Sage Payroll.

Next, set up new groups for the new tax year within your Nest portal.

If you don't have a week 53

You need to notify Nest there are no contributions to report for week 53.

1. Log into your Nest portal.
2. From the Home page, select Manage contributions.
3. Select Edit/Pay and enter zero for your contributions.

If there is no week 53 payment schedule you may need to create one.

Having difficulty? Please contact Nest.

Next, set up new groups for the new tax year within your Nest portal.

You only need to set up new groups for the start of the new tax year if you have a:

• 2 weekly payroll
• 4 weekly payroll

2 weekly and 4 weekly payrolls use dates to align the tax periods to match payroll.

 NOTE: If your groups are already using these dates, you do not need to do anything further. Ignore the rest of this article. 

Once your groups are set up within Nest, transfer your employees into the new group.

This Nest article applies to all pay frequencies.

Read the Nest article How do I align my pay periods to the tax week (opens in new tab).

Edit your Nest pension group name in payroll

You can edit your group name in payroll to match Nest if you need to.

1. Select the Pensions tab, and select Edit pension.
2. Next to your existing group name select View/Edit.
3. Change the name of the group.
4. Select Next, and Save.
5. Select Save.

Assign your employees to the new or edited pension group

Once you have created or edited your group, assign it to each employee during the first pay run.

1. Process your pay run up to the Edit Pay stage.
2. Select Manage Enrolment, then Change Pension Scheme.
3. Use the Pension Plan drop-down to select the new or edited group.
4. Select Save.
5. Do this for any employees who are part of the pension scheme.
6. Complete the pay run as usual.

• Nest Contact Page (opens in new tab)
• Tel: 0300 020 0393

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