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File pension details per pay run

Created on  | Last modified on 

Summary

How to download and send details of pension contributions to your pension provider in Sage Payroll.

Resolution

The Pay Run pensions contributions report lists each employee enrolled in a pension scheme with details of their automatic enrolment status, pensionable pay, qualifying earnings and both employer and employee pension contributions for that pay run.

Generate the report as a PDF and PAPDIS CSV file all pension schemes apart from NEST and SMART.

Some pension providers also support uploading PAPDIS CSV files directly to their online portal. Confirm this with your pension provider.

Alternatively use the information from the pension report to help you manually complete your pension provider’s online templates to upload the correct values.

NEST and SMART pensions

If your pension provider is NEST or SMART, you can send online submissions directly from Payroll.

See Send pension data to NEST - Online submissions and Send Smart Pension submissions.

Create the pension contributions report per pay run

  1. Go to Pay Runs, then choose the relevant completed pay run. Alternatively complete this step at the end of each pay run.
  2. Under Pension submissions, select View pension contributions for this pay period.
  3. To generate a PDF report, select Download Report.
  4. To generate a PAPDIS CSV file, select Export CSV.

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You can also view the information for a whole pension reference period, within the Pensions tab by selecting Review contributions & record payments, then choose the required period and click View detailed contributions.




Related Solutions

Pension reports