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Ideas Portal
Status Future consideration
Categories Pensions
Created by Denise Menashy
Created on Sep 18, 2024

Sending pension files when Payslips Finalised

We are finding it a big problem that when we Finalise Payslips so that we can initially send the documents to the client for approval, that the pension file automatically sends to NEST and SMART. This has caused us some problems particularly where there is a new joiner – someone who has auto enrolled in the month – because their starter information goes straight to the pension company prematurely, without us having client approval for the salary paid, and therefore the initial pension contribution. Once NEST for example receives a new joiner information, then that date becomes the start of their opt out period, giving them one month to opt out (if required). However, we may not be ready to either send the payroll to the client because either it is too early in the month, or the joiner’s first pay may not have been fully agreed.

We know that we are able to click into the Pension provider tab and disconnect to stop the auto send, but we don’t want to have to keep doing this and having to remember to reconnect.

I hope you are working on a fix for the auto send of pension files every time the Payslips are finalised, as this is hugely irritating.

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