Step by step guide to running a payroll

Step 16: Produce pension reports

View the employees being enrolled into a pension.

  1. Open the required company.

  2. Go to Reports.

  3. Select Pensions & AE.

    Select Pensions & AE.

  4. Select Member Enrolment.

    Select Member Enrolment.

  5. Select the required Tax Year and Month.

  6. Select the Pension Scheme.

    Select the required Tax Year and Month and scheme

  7. Select Download as..

    • Download as PDF.

    • Download as CSV.

Example...

You can receive this warning when producing the Member Enrolment report:

This usually happens for one of two reasons:

  • The pension provider is set to one that does not support member enrolment type reports.

  • There are missing details in the pension provider that are required to produce the report. Help with pension provider configuration can be found here.

Step 17: Create pension file.