Description

The Pension Management screen allows you to import opt outs for Nest and NOW:Pensions.

Nest

As Nest is importing via API, follow this process:

Step	Description

Step	Description
1	Go to Payroll > Pay Process > Pension Management
2	Click on the Import button.
3	In Select Data screen that then displays, In the field Provider, select the Nest Pension Provider In the field Import Data Select Nest Opt-Out
4	In the field Data Retrieval From Date enter the date you wish to go back to (this is the last date + 1 you retrieved data). This will automatically get populated by FastTrack360 after the initial selection as the system will then know the last date that was retrieved. You cannot go beyond 5 weeks prior to the current date. In the field Data Retrieval To Date select the end date to when you want to retrieve to. Normally it would be the current date.
5	Click Import. This will send a request to Nest to retrieve the data. This can take up to 24 hours depending on Nest process. The system will automatically import and apply the opt out settings to the payee.
6	Check the status of the import as there could be failures. For example, the system will not apply the update if the payee is in an active pay batch. If there are failure, select the batch and re-import once the errors are resolved, the system will then attempt to apply the import again.

Step	Description

Step	Description
1	Go to Payroll > Pay Process > Pension Management
2	Click on the Import button.
3	In Select Data screen that then displays, In the field Provider, select the NOW:Pension Provider In the field Import Data Select NOW Opt-Out
4	Click Import This will ask you to select a file to import. Once selected, the system will automatically apply the opt out settings to the payee.
5	Check the status of the import as there could be failures. For example, the system will not apply the update if the payee is in an active pay batch. If there are failure, select the batch and re-import once the errors are resolved, the system will then attempt to apply the import again.

Where an import file has errors and the opt out was applied manually, you can then set the file status to Completed.

Step	Description

Step	Description
1	Go to Payroll > Pay Process > Pension Management
2	Locate the import batch that has errors
3	Select the checkbox against the row. The Set To Status is enabled.
4	Click the dropdown and set to Completed. A confirmation message is displayed. Should you wish to continue, select Yes. If you have selected Yes by mistake, you can locate the completed file and reset it to Completed with Exceptions.