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How do I set FreshPay up to produce the right data?

Written by Laura
Updated over 10 months ago

Exporting pension contribution data

If you're not using the automatic integration or need to export data manually:

  1. Navigate to the Payroll section

    • Go to the Payroll section in FreshPay.
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  2. Select the relevant pay period

    • Choose the pay period for which you want to export data.
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  3. Access reports

    • Click on 'Reports' or 'Pension Reports'.
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  4. Export the data

    • Select the appropriate report format (e.g., PAPDIS or CSV) and download the file.
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  5. Upload to Penfold

    • Log in to your Penfold employer dashboard and upload the exported file.


πŸ‘‰ Tip: Regularly exporting and reviewing pension data ensures compliance and accuracy. Keep backups of exported files for record-keeping and auditing purposes.

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