Exporting pension data from Moneysoft Payroll Manager
Moneysoft Payroll Manager automatically generates PAPDIS CSV files when you run payroll, which can be used to process both enrolments and contributions in the Penfold platform.
To export the data:
After finalising the pay run, go to the Pensions menu and select "Generate Upload Files".
Select the Penfold Pension scheme (if you have both Relief at Source and Salary Sacrifice schemes, there will be two).
View a preview and download the file.
Save the file to a secure location.
Upload the CSV file to your Penfold platform.
Note: There is no separate enrolment report. However, if you wish to enrol employees early (e.g., to ensure they receive their Opt-Out window before payroll is run), you can upload the PAPDIS CSV to the "Add Employees Only" window in the Penfold platform. Alternatively, upload the file(s) to the Payroll Pension window, and all outstanding enrolments and contributions will be processed in one go.