NOW: Pensions Configuration

NOW: Pensions require you to supply your ER Code, Scheme Code and Pay Code in each output file.

Pension Fund Configuration

1. Go to the Pension menu and select ‘Configure Pension Fund’.

2. Select the Now Pension fund and choose ‘Edit’.

3. On the Configure Pension Fund Details screen, in the Unique ID field, enter the ER Code you received from NOW: Pensions.

4. In the Output File field, select ‘Now Pensions V1.2’.

5. In the Include field, select ‘This fund only’.

6. Select the box, Add Employee contributions to Employer’s. This box is only enabled if the pension deductions assigned to the NOW: Pension fund are Salary Sacrifice ones.

7. Select ‘OK. ’

Employee Details Configuration

NOW: Pensions require a Scheme Code and Pay Code for each employee in the output file.

1. In Employee Details, select the Pensions tab.

2. In the Friends Life/Now Pensions - Category field, select the appropriate Scheme Code for the employee.

3. In the Scottish Widows – Pay Code/Now PAY CODE field, select the appropriate Pay Code for the employee.

4. If the Friends Life/Now Pensions - Category or the Scottish Widows – Pay Code/Now PAY CODE don’t contain the appropriate options, you can create a new one by typing directly in the field and selecting ‘Save’.