Once an AE letter has been sent to an employee there is no way of viewing this again to see what was sent, so if there is a query, there is no record of the comms issued. Being able to view this within the mail logs would be useful. Particularly o...
Same as the year-end process button, the perform re-enrolment button should not be visible to on client portal when they are bureau managed. They can press perform cyclical re-enrolment however we get no notifications or visibility that they have ...
Jennefer Willmore
about 2 months ago
in Pensions
0
New
In Earnie we used to create a single combined monthly pensions export file for Aviva (Friends) for monthly and weekly paid staff. This was a simple process by selecting the to and from dates you wanted the file created for in 'create pension file'...
Allow seamless People’s Pension submission when both Tax Relief and Salary Sacrifice schemes are active. Currently, two files are generated and must be manually merged since People's Partnership won't accept 2 files for one period. Also, fix AVC m...
Currently, the system displays Pension YTD figures for the current tax year on the employee record (Employee>Edit Pension>Pension YTD). It would be beneficial to also include YTD figures from previous tax years on the same page. Another Opti...
Shruthika Todupunuri
3 months ago
in Pensions
0
Will not implement
We currently have options to stop reporting employee joiner and leaver actions to the pension provider. It would be great if we could also have the option to stop or exclude reporting of any refunds, as this would support smoother and more success...
Shruthika Todupunuri
4 months ago
in Pensions
0
Future consideration
The current payroll system merges employee and employer pension contributions in salary sacrifice cases, which does not meet pension reporting requirements. Pension providers require these amounts to be separated to ensure compliance. Currently, m...
When uploading a nest pension file it comes up with an error saying that nest cannot match contribution as the payment due date is missing, please enter payment due date - you can't do this currently - can this be changed to include a payment due ...
it would be helpful to be able to pull off an example PDF letter of the pension letters sent to employees. Many clients ask for copies of the letters that are sent to employees regarding their pension, and it would be useful to provide them a stan...
When sending the bulk AE letters we have to click on "Email all Letters" but this doen't update the list. To update the list and disappear the sent letters we have to take a second step to click "Mark all letters sent".Can this process be streamli...
Ibrahim Raja
10 months ago
in Pensions
0
Future consideration
0
New
0
Future consideration
