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

Laura avatar
Written by Laura
Updated over a week 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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