NEST Enrolling Workers

You should create an Enrolling Workers file and upload to NEST each period you have employees that were automatically enrolled, opted in or joined the pension scheme.

Create a NEST Enrolling Workers file

1. Go to the Pension menu and select ‘Create Pension File’.

2. On the Select File to Create screen, choose ‘NEST – Enrolling Workers’.

3. Select ‘OK’.

4. On the Period for Enrolling Workers screen, enter the ‘From’ and ‘To’ dates for the date range to create the file.

5. In the Who to include section, accept the default of ‘All’.

6. In the Pay Frequency field, to choose the payment frequency of employees you want to include in the output file.

   

7. Select ‘Next’.

8. On the NEST – Enrolling Workers for…screen, select ‘Print’ to print a report of the employees that are included in the file.

9. Select ‘Create File’ to create the NEST – Enrolling Workers file.

10. A message will advise the location where the NEST Enrolling Workers file has been created.