Produce a pension transfer file
Should a pension transfer file have been set up for your pension scheme in the Pension Definitions, you can use this option to create the extract file specified. There are many different transfer files available.
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Click on the Payrun icon.
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Open the Reports menu and select Pension Transfers.
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You will see a list of available pension transfer files. Select the pension file you require from the list. If you choose a pension file that is not specified in the pension definition, you will see an error message. If you are certain that this is the file you need to produce, review the pension definition settings in the System Setup menu option.
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If the transfer file has been correctly set up, any options available for the pension file will be displayed, similar to the example below.
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Set the options as required. Click Do It to continue, and select the print sequence when prompted.
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Click OK to create the pension file. You will see confirmation when the process is complete.