This guide will walk you through how to set up your Penfold pension scheme in Brain Payroll and export a PAPDIS file for contribution uploads.
1. Add a new pension scheme
Go to Company Settings
Select Pensions / Auto Enrolment
Click Add New Scheme
Enter scheme details (Penfold, Defined Contribution, Auto Enrolment)
2. Configure contributions
Select Qualifying Earnings
Set Employee: 5%
Set Employer: 3%
Confirm thresholds if required
3. Assign employees
Go to Employee List
Open employee record
Assign Penfold scheme
Confirm enrolment status
4. Run payroll
Process payroll as normal
Check pension deductions
Finalise pay period
5. Export PAPDIS file
Go to Pensions / Auto Enrolment
Select Export Pension Files
Choose PAPDIS (CSV)
Select pay period and generate file
6. Upload to Penfold
Log into Penfold dashboard
Go to Contributions Upload
Upload PAPDIS file
Review and confirm