Step 16: Produce pension reports

Step by step guide to running a payroll

To check which employees are being enrolled into a pension scheme for the pay run, create the Member Enrolment report.

To get a list of all the employees being enrolled into a pension:

  1. Go to Reports.
  2. Select Pensions & AE.
  3. Select Member Enrolment.
  4. Select the required Tax Year and Month.
  5. Select the Pension Scheme.
  6. Select Download as, then select PDF or CSV.

If a warning displays when producing the Member Enrolment report, either the pension provider is set to one that does not support member enrolment reports, or details required by the pension provider configuration are missing.

Example...

Step 17: Create pension file.