Step 17: Create pension file

Step by step guide to running a payroll

To create the file for the pension provider, create the Pension Contributions report.

To get all the details of contributions made to each pension scheme:

  1. Go to Reports.
  2. Select Pensions & AE.
  3. Select Pension Contributions.
  4. Select the required Tax Year and Month.
  5. Select the Pension Scheme.
  6. Select Preview.
  7. If required, select Download as, then select PDF, CSV, or PAPDIS XML.

Additional voluntary contributions (AVCs) are included in the regular contributions. If an employee makes a one-off AVC contribution, move it manually on the report.

Example...

Step 18: Produce reports.