Pension membership import fields

Looking to import employee data? Find out more

<BLANK> means leave the field blank.

Field name	Notes
Payroll Code	Mandatory
Pension Scheme	Mandatory
Worker Group A group of employees who have the same pension contribution level and other settings.	Mandatory
Join Date	Mandatory
Join Reason	Mandatory
Pension Joiner Action Reported	Mandatory
End Date	Required if an end date is provided
End Reason	Required if End Date provided
Pension Leaver Action Reported	Required
Role Refs	Required if Multi-Role is switched on
Pension Employee Contribution	Optional (overrides existing if provided)
Pension Tier	Overrides "Auto" Tier (Default value where pension is a Tiered Scheme)
Pension AVC Contribution	Overrides existing value
Pension Employer Contribution	Overrides existing value
Pension Membership No	Optional
MCR Role ID 1	Required if pension scheme is a Teachers Pension Scheme
MCR Role ID 2	Required if pension scheme is a Teachers Pension Scheme
50/50 member	Only applicable for LGPS (iConnect or UPM)
TP Admin NINO	Only applicable for Teachers Pension Scheme
Pensionable Earnings YTD The cumulative amount of an employee's earnings or deductions from the beginning of the current fiscal year up to the current pay period.	Optional
Pensionable Pay YTD	Optional
Employee Pension YTD	Optional
AVC Pension YTD	Optional
Employer Pension YTD	Optional
Assumed Pensionable Pay Assumed Pensionable Pay is a notional pensionable pay figure that is used to ensure that your pension is not affected if your pensionable pay reduces when you are away from work. It protects you if you are absent because of sickness, injury, or relevant child-related leave etc. Use of assumed pensionable pay would need to be indicated by the relevant pension provider, as it is not always used. YTD	Optional

Good to know...

• Year to dates cannot be updated after creation.

• Import would trigger a recalculation of any open pay runs.

• If a guid is not provided, then it will create a new pension membership.

• If a guid is provided it will update an existing pension membership.