A FT Standard Report is available to output the pension data file required in the format needed by NOW: Pension. This report is not applicable for any other pension provider.
Configuration
The following criteria is in addition to the pension configuration that would need to be set up to manage deductions etc.
Pension Provider
Action | Screenshot | |
|---|---|---|
| 1 | Go to: Payroll > Maintenance > Pension > Provider. | |
| 2 | Open the required Pension Provider Record. | |
| 3 | In the Export Code, enter the Employer Code supplied by NOW: Pension. |  |
| 4 | Save. |
Pension Scheme
Action | Screenshot | |
|---|---|---|
| 1 | Within the pension provider, edit the scheme and enter the scheme identifier code supplied by NOW: Pension. Note: if you have used the scheme in a pay process, you will need to ask FastTrack Support to inject the value for you, or create a new scheme. |  |
| 2 | Save. |
Running the Report
The report should be run at the end of your pay period. Any adjustment pay batches will be included in the current period report as a summed value for the period.
Follow these steps to run the report:
Action | Screenshot | |
|---|---|---|
1 | The report can be found in Reports > FT Standard Reports > Payroll | |
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: |
Parameter | Description |
|---|---|
Pay Group | This allows you to pick multiple pay groups at one time. However, NOW:Pension can only accept 1 file per pay group. So in your extract to NOW:Pension, you need to run the report for each pay group. The purpose of allowing multiple pay groups is for your internal reporting if you wanted to see a consolidated report for all pay groups to get a total pension contributions for your business. |
Pay Period Start Date From | Select your pay period start date for the period you wish to run the report for. This date will be dependent on the pay |
Pay Period Start Date To | This allows for a period range selection to allow for internal reporting if you wanted to see a history for the selected pay groups. For the purpose of the extract to NOW: Pension, the Pay Period Start Date To would be the same as the Pay Period Start Date From. |
Pension Provider | Select the Pension Provider to include in the file. You can only select 1 Pension Provider at a time. In the selection option, you will see the Employer Code in brackets. |
Action | Screenshot | |
|---|---|---|
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 = Western 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. |