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...