If your pension provider requires your employees' pension information be sent using the PAPDIS format, you can use our PAPDIS export wizard. To do this, follow the sections below.
Create a scheme
If you already have a scheme created, move on to the next section to produce the report.
Click Payroll, and then click Pay Elements.
Find and select the required pension pay element.
Click Open Pay Element, and then click the Pension tab.
Next to scheme, click the magnifying glass
icon.Click Edit, and then click into the new line and enter a scheme name.
Click the save
icon, and then double-click the scheme name.Click Save and Close.
To apply this scheme to all employees, use the update standard pay elements wizard.
Export PAPDIS report
Click Pension, and then click Pension Data Transfer.
📌Note: If the pension options are greyed out, check your license key.
Click PAPDIS, and then enter the relevant information.
Pay frequency: Select the required pay frequency.
Scheme: Select or enter the required scheme type.
Export type: Select the file type required by the pension provider.
Export Location: Click Browse to select the desired save location.
Click Next, and then click Finish.