You can enrol employees and submit their pension contributions by uploading the required files to your Penfold platform. To ensure everything works smoothly, your file must include the following required columns and valid values.
We recommend using PAPDIS files, as they contain all the needed columns. You can easily download these from your payroll software.
π‘ Tip: Make sure your file uses the correct headings. Incorrect names will cause errors.
Columns and values for enrolment
For enrolling new employees, include:
EmployerID
National Insurance Number
Employment Start Date
Forename
Surname
Birth Date
Email address
Address
Postcode
More on accepted headings and data format for enrolment π here
Columns and values for contributions
For processing contributions, include:
EmployerID
National Insurance Number
Employer Contributions Amount
Employee Contributions Amount
Pay Period Start Date
Pay Period End Date
More on accepted headings and data format for contributions π here
π‘ Tip: You can enrol employees and pay their contributions in one step by combining all the required fields in a single file. Using a PAPDIS file from your payroll software is the easiest way to include all the necessary details.