Before you start We recommend having your Pension provider login details to hand.  NOTE: When comparing details between payroll and your Pension provider, 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 This error occurs when the pension group or payment source in Sage Payroll doesn't match those set up with your Pension provider. Use the steps below to check the group details on both systems are identical. Check the details are correct for the employees in this pay run, then resubmit the data. Check the group name and payment source set up with your Pension provider: Click your Pension provider for steps on where to check these details on their portal. ▼ Nest Pensions - Log in to the Nest portal.
- Select Manage groups to check the group name.
- Select Manage payment sources and check the payment source name.
▼ Smart Pension - Log in to the Smart portal.
- Select Scheme Setup then Groups to check the group name.
Check and amend the group name or payment source in Sage Payroll: - In Sage Payroll, select Pensions from the menu bar.
- Then select Edit pension.
- To make a change to the group name or payment source click View/Edit.
Check which group and payment source assigned to employees in Sage Payroll: - In Sage Payroll, select the Pay Runs tab.
- Choose the relevant pay run.
- Select Edit Pay Run and then Edit Pay.
- Confirm the impact of editing then click Confirm.
- For each employee assigned to the pension, select Manage Enrolment then Change Pension Scheme.
- Check the Pension Scheme, Pension Plan and Payment source are correct.
- Click Save.
Once done for all employees, resubmit the pension contribution data: - In Sage Payroll select Summary from the menu bar.
- Under Auto Enrolment/Pensions, select View Submission Details/Errors.
- Select Submit Online.
|