Great news - this is automatic. When you run payroll, Xero will automatically produce a PAPDIS CSV file which can be easily dragged and dropped into the Penfold Platform to process both enrolments and contributions.
Downloading a PAPDIS file in Xero
👉 Tip: Once you have finalised the pay run, you can go to the Payroll menu and select Pension Filings. Go to the relevant pay run, click the 3 dots to the right hand side and select Download CSV.
Save the file to a secure location and that’s it - it’s ready to be dragged and dropped into your Penfold Platform. Done! ✅
What if I want to enrol employees and postpone their first contribution?
There is no separate Enrolment report, but if you want to enrol employees early, you can upload the same PAPDIS file to the “Add Employees Only” window in the Penfold Platform.