1. Check for week 53 ▼If you have a week 53 In Week 53 you must process the extra pay run at the end of the tax year. Do this in the same way you would a normal pay run. Once you have run week 53 payroll: - Select the Summary tab.
- Under Pension submissions, select View Submission Details.
- Select Submit Online to submit details to Smart for the week 53 pay run.
If you get an error Contact Smart. Ask to change your Pay Reference Period dates to match Sage Payroll. You’ll then be able to submit your pension file from within payroll. ▼If you don't have a week 53 You need to notify Smart there are no contributions to report for week 53. Log in to your Smart portal and enter zero contributions into your week 53 payment schedule. 2. Set up new groups in your Smart portal You 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 don’t need to do anything further. Ignore the rest of this article. Pay frequency | Dates to use with your new groups | 2-weekly | 6 April - 19 April | 4-weekly | 6 April - 3 May | Read the Smart Pension article Creating a new Smart Pension Group. Set up your new groups within Smart, then transfer your employees from the old group to the new one. 3. Edit your Smart pension group name in payroll You can edit your group name in payroll to match your new Smart group. - Select the Pensions tab, and select Edit pension.
- Next to your existing group name select View/Edit.
- Change the name of the group.
- Select Next, and Save.
- Select Save.
4. Assign your employees to the new or edited pension group Once you’ve created or edited your group, assign it to each employee during the first pay run of the new tax year. - Process your pay run up to the Edit Pay stage.
- Select Manage Enrolment, then Change Pension Scheme.
- Use the Pension Plan drop-down to select the new or edited group.
- Select Save.
- Do this for any employees who are part of the pension scheme.
- Complete the pay run as usual.
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