How do I generate pension provider membership/contributions files?

Cintra iQ has the functionality of a user-friendly interface which will allow files to be created for certain pension providers. 

 

  File icon

Depending on your pension provider you may need to provide separate membership and contributions files or it may be a combined file.

The Send Pension Enrolment Files - Parameter Entry form allows you to select Individual or Multiple schemes. If you are grouping multiple schemes together, you will need to ensure that all the schemes you have selected are under the same Employer Reference. If they are not, then they will have to be run individually.

 

To generate contribution pension provider files

1. Navigate to the Send Pension Enrolment Files - Parameter Entry form.
   Go to Cintra iQ: Payroll> Payroll Tools> Pensions> Pension Provider Files
2. Select the desired Pension Provider from the dropdown list. The schemes, which are administered by this provider appear in the Pension Schemes pane. 
3. Select the desired Pension Scheme(s).
4. Select the File Type Required option: Contributions.
5. Click the Next button. The Pension Provider Files - Select Reporting Period form.
6. Select the desired option.
7. Click the Next button.
8. Select the desired payroll(s) and period range where necessary.
9. Confirm the Third Party Payment Date Due entry.
   

     Note:

   This date is pre-populated using the Payment Date in the Payroll Setup Third Party Association Payment Settings tab.

10. Click the Next button. The Pension Provider File - Selection Summary appears.
11. Click the Run button. The Pension Provider File Data Run id window appears. The report contains the following results from the period you have selected: 
    • All members of the selected pension scheme(s) regardless of their joining method
    • Any members who have left the scheme
    • Any members who have opted out
12. Click the Generate File button. A message appears prompting you to save the file to the desired location.
13. Click the OK button.
14. Continue to save the location. A confirmation message appears stating that the file is created.
15. Click the OK button. 
    

      Note:

    A message appears if there are any errors, which states: CintraiQ created the Pension Provider File requested, however the XML data supplied contains errors. Please OK to View the Errors which have been detected. Click the OK button. The Pension Provider File XML Errors window appears. Continue to address the errors.

 

To generate membership files

1. Navigate to the Send Pension Enrolment Files - Parameter Entry form. 
   Go to Cintra iQ: Payroll> Payroll Tools> Pensions> Pension Provider Files
2. Select the desired Pension Provider from the drop-down list. The schemes, which are administered by this provider appear in the Pension Schemes pane. 
3. Select the desired Pension Scheme(s).
4. Select the File Type Required option: Enrolment. 
5. Click the Next button. The Pension Provider Files - Select Payroll and Period form appears.
6. Select the desire Payroll. 
7. Select the desired period from the Report results for payroll period drop-down list.
8. Click the Next button. The Pension Provider Files- Selection Summary appears.
9. Review the summary.
10. Click the Run button. The Pension Provider File Data Run id window appears. The report contains the following results from the period you have selected: 
    • • All members of the selected pension scheme(s) regardless of their joining method
      • Any members who have left the scheme
      • Any members who have opted out
11. Click the Generate File button. A message appears prompting you to save the file to the desired location.
12. Click the OK button.
13. Continue to save the location. A confirmation message appears stating that the file is created.
14. Click the OK button. 
    

      Note:

    A message appears if there are any errors, which states: CintraiQ created the Pension Provider File requested, however the XML data supplied contains errors. Please OK to View the Errors which have been detected. Click the OK button. The Pension Provider File XML Errors window appears. Continue to address the error.