Setting up NEST pensions in Every Payroll as an employer

To set up a connection to NEST pensions in Every Payroll, they must be connected as a provider, and be set up as a pension scheme.

Before connecting NEST

Before setting up a connection to NEST in Every Payroll, Create a pension scheme, with Manually Enter Details selected.

1. Go to Provider.

2. Select Connected To, then NEST.

3. Enter the NEST Employer Reference.

4. Enter the NEST Username and Password.

5. Select Connect.

6. After connection is successful, select NEST again and select the required company.

7. Select Connect.

8. Go to Payment Source and enter the required information.

   The payment source name must match the NEST information exactly. It is case sensitive.

Additional settings for contribution reporting

• Exclude employees with no contributions — selected by default. Clear selection if required.

• Use Tax Weekly/Monthly — sends contributions to NEST based on tax periods. Use this if payroll runs from the start of the tax period, the 6th.

• Automatically Approve Payments — approves the payments in NEST after the contributions have been sent.

  NEST collects the Direct Debit after the schedule is approved.

• Adjust reported Period dates by x days — adjusts the start date of the period sent from Every Payroll.

  Every Payroll always sends the Pay Reference Period. This is on the Pension Summary Reports, defined for your Payment Date.

• Retrieve and apply incoming updates (displayed with a BETA badge) — automatically retrieves opt-out, stopped contribution, and refund notices from NEST, and applies them to employee records. View them on the Pension Notifications (Beta) tab. To save the changes, select Update Pension Scheme. Admin or Supervisor access is required to change this setting.