For every payroll cycle after your duties start date you’ll need to upload a CSV file, containing details of your employees’ contributions and your contributions, to your employer website. This is your ‘pension data file’ (generic input file). If you’ve asked us to manage your statutory auto enrolment communications, uploading a pension data file will trigger tailored assessment, enrolment or postponement communications for each employee.
Before your next payroll cycle, download your employee action file to see information about employees who’ve opted in, opted out and left the Scheme, or changed their contribution rate. You’ll need to update your payroll with this information so it’s reflected the next time you upload a pension data file.