User-defined Pension Template

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You can now create a customised pension provider file within Cintra IQ. 

By introducing this functionality we empower our users to create membership and/or contribution pension files. The user can also maintain changes to those files as required.

Here are the steps to follow:

  1. Create a Pension template.

Navigate to Definitions on the top panel and select Pension Template.

Click ‘New’ and give your template a name.

Within the Template Attributes window add columns you wish for your pension file to contain.

This window also has a few features we want to highlight:

  • The search box allows you to quickly find the data that is needed.
  • Show Header - some providers require files with no headers. This tick box allows you to include or exclude the header line.
  • up and down arrows allow you to decide on the order the columns are displayed.
  • Report Details - gives a preview of the pension file as it’s being created.
  • each column can be renamed by just clicking on it after it has been selected.

Screenshot 2024-03-07 154424.png

  • Add blank column - allows you to insert a column with no value or with a fixed value. To add fixed value just scroll to the right until you see Blank Column Value and enter the desired text.

Screenshot 2024-03-07 154519.png

  • You can also apply a specific date format or have the text in upper or lower case.

Screenshot 2024-03-07 154617.png

  1. Assign the template to the Pension Provider.

Under Payroll / Payroll Setup / Third Party Association select the relevant Pension Scheme Provider and navigate to the Other Settings tab.


Screenshot 2024-03-07 154741.png

From a drop-down for Pension Template File Format (Enrolment) and Pension Template File Format (Contributions), you can select your template.

Next time when you produce a pension provider file How do I generate pension provider membership/contributions files? Cintra IQ will generate it using your template.

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