We recommend having your Nest login details to hand so you can compare the information on Nest to that in Sage Payroll.
NOTE:
When comparing details between Sage Payroll and Nest Pensions, they must be identical. This includes capital letters, lower case letters, special characters, leading or trailing spaces.
To find the full error message:
Select Summary from the menu bar.
From the Auto Enrolment/Pensions section, select View Submission Errors.
Resolve the error
The pay frequency set in Sage Payroll is different from the pay frequency set up with Nest.
To fix this, set up a new group on Nest with a frequency that matches Sage Payroll.
Pay frequency in Sage Payroll
Frequency to select on Nest
Weekly
Tax Weekly
Monthly
Tax Monthly
2-Weekly
Fortnightly
4-Weekly
Four Weekly
If using 2-weekly or 4-weekly:
Ensure the contribution schedule on Nest matches the dates payroll is using.
To check the dates Sage Payroll is using:
Select Pay Runs from the menu bar.
Choose the pay run you need to submit.
Under the Pension submissions section, select View Submission Details.
You’ll see the Pay reference period dates (from and to) above the list of employee contributions.
Align the dates of your new Group on Nest Pensions to the Pay Reference Period dates.
Nest has guidance to set up your new Tax Weekly and Tax Monthly groups on their portal.
If you have any queries about this process, contact Nest. You can also access this guidance on the Nest website at nestpensions.org.
Once you have set up the new group on Nest, change the group name in Sage Payroll to match Nest.
Edit the group name in Payroll:
Select Pensions from the menu bar.
Select Edit Pension.
To edit the group name, select View/Edit.
Change the name to be identical to the new group you set up on Nest. This includes capital letters, lower case letters, spaces and special characters.
Retry your submission:
Once you’ve updated the group name, retry your submission.