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At the point you have entered your data selection, Click on the Next button. This will collate all the relevant data.
Output Generation
Separate outputs will be produced per Pay Group, per scheme, per file type, per pay period end date. For example if you have 2 pay groups and you have 1 pension scheme and there are 4 weekly periods to produce for the payment due date, there will be
8 output files. If you have delayed contributions as well for new enrolments, this could increase depending on the number of enrolments and how many weeks the contributions are delayed.
If the start and end dates of the periods in the payment schedule do not match your period end dates of your pay group periods, the process will use the pay group pay period end date to find which payment schedule period dates it falls into.
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Click in the list below to see a description of all the fields in this screen
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Field | Description | Rules |
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Header | Output Type | This is the Output Type that was selected in the Selection Criteria screen. | It is read only. If this was an incorrect selection, cancel the batch to start again. | Pay Company | This is the Pay Company that was selected in the Selection Criteria screen. | It is read only. If this was an incorrect selection, cancel the batch to start again. | Pension Provider | This is the Pension Provider that was selected in the Selection Criteria screen. | It is read only. If this was an incorrect selection, cancel the batch to start again. | Payment Contribution Due Date | This is the Payment Contribution Due Date that was selected in the Selection Criteria screen. | It is visible and read only if the Output Type contains contributions and you selected a Payment Schedule. | New Enrolments Contribution Due Date | This is the New Enrolments Due Date that was selected in the Selection Criteria screen. | It is visible and read only if the Output Type contains contributions and you selected a Payment Schedule. | Pay Period End Date | This is the Pay Period End Date that was selected in the Selection Criteria screen. | It is visible and read only if the Output Type contains contributions and you entered a specific Pay Period End Date. If you selected a Contribution Payment Schedule, this will not be visible. | Batch Number | All the outputs generated are collated via a Batch Number and is auto-generated. | It is always visible. | Contribution Grand Total | Displays a total contribution value across all the outputs included in the batch. | This sums the employee, employer and AVC contributions that appear in the outputs generated. Visible where the file selected contains contributions. | Output Grid There will be separate rows based on the distinct combination of Pay Group, Scheme, Output Type and Pay Period End Date. Pension Providers will normally base their file formats on the pay frequency of the pay group. This is informing you of all the separate output files that will be generated. | Pay Group | Outputs all the pay groups that have been found in the select data criteria. | It is read only. | Scheme | Where there are multiple schemes within a pay company and provider, there will be a row per scheme. | It is read only. | Contribution File Type | Displays the different types of contribution files where the contribution schedule is due to delaying new enrolment contributions. | This column is visible if a contribution schedule is required for the file type. If it is a ‘normal’ contribution file for the period selected, the File Type should be Contribution. If the file being output relates to delayed contributions from when a payee was first enrolled, this will show as New Enrolment Delayed Contributions. This is dependent on how you have set up the contribution schedule for the pension provider. It is not always the case that separate files are required. This would be the case for NOW: Pensions. For those files that do not have a different date in New Enrolment Delayed Contributions to the Contribution Due date, there will not be a second file generated. | Pay Period End Date | This will show the individual pay period end dates that are within the contribution schedule payment due date selected. | It is read only. | Total Contribution | This will show a sum of the employee, employer and any AVCs within the row. | This column is visible if the output contains contributions. | No. of Records | This is a count of all payees within that output that will be generated. | It is read only. |
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Generation of the Output Files
When you are ready to generate the actual output, click the Generate button. The system will automatically generate the outputs and return you back to the Pension Management Search and Results page.
CSV Output
Where the output is a csv file, and all the relevant periods within that schedule will be generated within it. The standard Windows file location will be displayed where you can direct the output to. You can then upload those files to your provider. The status of the batch will automatically be set to Completed.
API Output
Where the output is transmitted to the Pension Provider, the batch will get set the status of Queued. There is a service that will look for all files that are queued and then make contact with the provider to submit the data. Please see API Submission Processfor the process flow.
Benefits
A flexible approach to allow the selection of data to send to the pension provider.
Configuration
The pension provider needs to be set with the output format.
The output formats at the time of this release that are available are for the providers NOW: Pensions and Nest.