If you use our Staffology integration, you can choose when Penfold processes your workplace pension contributions.

You can either process contributions immediately when you run payroll or schedule them for the 6th of the following month.

First, connect your Staffology account to Penfold.

Select Connect to Staffology by IRIS and follow the steps to connect your account using your Staffology API key.

When setting up the integration, you’ll be asked when you want Penfold to process contributions.

Choose Scheduled processing.

With this option, Staffology still sends us your contribution information when you run payroll. We’ll wait until the 6th of the following month to process it and take payment.

For example, contributions for the October pay period will be scheduled for November 6th.

You can see upcoming contributions in your Penfold account.

Scheduled contributions will show a Scheduled status and the date we’re due to process them.

You do not need to wait until the 6th to run payroll. You can run it earlier and we’ll hold the contribution until its scheduled processing date.

If you need to change a contribution, update the pay run in Staffology and run payroll again.

We’ll use the most recent payroll file for that pay period. We will not take payment using the older payroll file.

This means you can make changes before the scheduled processing date without paying twice.

You can check your processing method under Settings > Payroll details.

From here, you can switch from Immediate processing to Scheduled processing.

If you have scheduled contributions waiting to be processed, you cannot switch straight back to immediate processing.

If you’re unsure or have any questions, get in touch with our Customer Support team by emailing autoenrolment@getpenfold.com.