Sign up to Penfold, if you haven't already.
When setting up your scheme for the first time, select FreeAgent as your payroll software.
Once the set up is completed, click Process Contributions, then select Connect to FreeAgent. If you can't see the option to connect to FreeAgent, there might have been an issue at set up. Get in touch and we'll be happy to sort it out.
Choose the Organisation to connect and click Approve.
Select which payrolls to sync: future only, or include past runs.
Click Process Contributions to finish.
Note on FreeAgent payroll sync:
Pension contribution files do not appear in Penfold immediately after you run payroll. FreeAgent updates these once a day, so it can take up to 24 hours for contributions to show. There is no need to upload a file manually if it is not visible right away.
If you have recently run payroll and also uploaded a file manually, check your Penfold account to make sure each pay period has been processed only once. If anything looks incorrect, just let us know and we will help.