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Action | Screenshot | |
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1 | The report can be found in Reports > FT Standard Reports > Payroll (This location is applicable from v12.18 of FastTrack360. If the report has been supplied to you prior to this version, please locate the report where it has been uploaded to.) | |
2 | Locate the report NOW: Pension Data File UK | |
3 | Click the report name or click Action > View against the report row. The screen will open |  |
4 | The parameters below require setting: |
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Action | Screenshot | |
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5 | Click Submit. This will generate the data to the screen. However, NOW: Pension require the format to be in csv format. | |
6 | Click Save button to display a dropdown. Then click on the Data option. |  |
7 | An Export Settings pop up will be shown (Please note that you may need to scroll to the right of the report to see the pop-up as it appears in the middle of report rather than the screen). Set the following: Type = Csv Encoding = Unicode (UTF-8Western European (Windows) Separator = , Bands Filter = Data and Headers Skip Column Headers = Checked on Once set, the report then remembers the settings for the next time. |   |
8 | Click the Ok button. The report will be output in a csv file to your default location of where files are exported to on your pc. |