Sending files to NEST

Sending information to NEST from your payroll is similar to creating a CSV file. So, if you have previously created a CSV file for NEST, you may already know the process to complete each period.

Enrolling Workers

To send Enrolling Workers information to NEST:

1. From the Pension menu, select Create Pension File.

2. Select NEST - Enrolling Workers.

3. Select OK.

4. On the Period for Enrolling Workers screen, enter your required Date Range.

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

6. Select OK.

7. On the NEST – Enrolling Workers for… screen, select Print to print a report of the employees included in the file.

8. Select Send File to send the NEST – Enrolling Workers file.

9. On the confirmation screen, select Send File.

10. After selecting Send File, any errors found show in a grid.

11. If there are no errors, the system sends the file to NEST. A screen appears informing you of this.