Creating Pension Reporting Records

Pension Reporting records are created as part of the overall Pay Run process. These are used to generate the data required for the various pension reports.

After the Draft Pay Run has been processed the Draft Pensions option becomes available. Clicking on the Draft Pensions option will generate pension reporting records based on the draft Pay Run.

Click on Draft Pensions:

After the FPS has been submitted (and accepted) the Draft Pensions label changes to Pensions.

Note - the Pensions option will always remain enabled i.e. the Pension Reporting records can be recreated at any time.

Click on Draft Pensions or Pensions (dependent on the stage in Payroll process).

On completion an email will be sent advising that the Payroll reports have been created together with a link to the Pay Run.

If there are no errors the landing page will be the Reports tab.

Go to the 'Finance & Pensions' section near the bottom of the Reports tab:

Available standard pension reports are Pensions Contributions, Pension Scheme Entracts and Pension Opt Outs.

Pension Contributions report

Pension Scheme Entrants