Create Pension file

  1. From Pension, select Create Pension File.

  2. Select your pension contribution file from the list.

  3. Enter the information needed to create the pension file.

Depending on the file you selected previously, complete the following fields on the Period for Contribution Schedule screen:

  • Date Range

  • Payment Source

  • Date Payment Due

  • Payment Frequency

  • Pension Fund

You can also use this screen to select the employees to include in the file.

After completing the fields above, select Next and choose Create File on the relevant screen.