Penfold

Elis

Laura

Valentina Zanelli

Quick guides for employers and payroll teams

For employers and accountants

Using EmployerIDs

How to set up Penfold on your payroll software

Payroll software quick guides

Setting up a Penfold Pension in BrightPay

Set up BrightPay to produce the correct contribution summary

How to download a PAPDIS file from BrightPay

Simple guides if you use BrightPay for payroll

BrightPay

Setting up a Pefold Pension in Xero

How to download a PAPDIS file from Xero

Set up our integration to Xero to automatically enrol employees and process contributions when you run payroll

How to connect Penfold to Xero

Simple guides if you use Xero for payroll

Xero

Setting up a Penfold Pension in FreeAgent

Set up FreeAgent to produce the right data

How to download a PAPDIS file from FreeAgent

How do I integrate FreeAgent with Penfold?

Disconnecting from the Freeagent <> Penfold Payroll Integration

How do I disconnect the Freeagent Payroll Integration?

Simple guides if you use FreeAgent for payroll

FreeAgent

How do I set up a Penfold pension in Pento?

Setting up a Penfold Pension in Pento/HiBob

How do I send pension data from Pento to Penfold?

Exporting data from Pento/HiBob to Penfold

How do I integrate Pento/HiBob with Penfold?

Simple guides if you use Pento (HiBob) for payroll

Pento (HiBob)

Setting up Penfold Pension in FreshPay

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

How do I integrate FreshPay with Penfold?

Simple guides if you use FreshPay for payroll

FreshPay

Setting up a Penfold Pension in Sage 50 Payroll

Get Sage50 to produce the right contribution reports

How to download a PAPDIS file from Sage50

Simple guides if you use Sage for payroll

Sage

Setting up a Penfold Pension in IRIS Staffology

Get IRIS Staffology to produce the right data

How to download a PAPDIS file from IRIS Staffology

Simple guides if you use IRIS Staffology for payroll

IRIS Staffology

Setting up a Penfold Pension in QuickBooks

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

Simple guides if you use Quickbooks for payroll

Quickbooks

Setting up a Penfold Pension in Moneysoft

How to download a PAPDIS file from Moneysoft

Simple guides if you use Moneysoft for payroll

Moneysoft

Employee contribution amendment reports

I received a file ‘’ Action Required: Company Name ‘’ What is this?

Can I change who will receive amendment reports? Who can see my data?

Can I change when I receive my amendment file?

Where can I send insolvency-related documents?

Is Penfold a Relief at Source or Net Pay scheme?

Sandra Klettenberg

Managing the scheme

Get up to speed with Penfold's accepted file formats and discover how using PAPDIS files can minimise errors and delays.

Which file formats do Penfold accept?

How to format correctly the columns in your enrolment and contribution files.

Which columns & values do we require for file uploads?

New employee enrolment

Processing employee contributions

Guidance on how to submit Pay Period dates for contributions

Pay Period Dates

Understand and correct errors in your enrolment and contribution files

How to correct errors in your file

National Insurance Number (NINO) - Managing Employee Information in Penfold

When will the employer receive the opt-out refund amount?

How to keep your employee list up to date, and why

Understanding the 'Overdue' Status for Employees

As an employer, how can I change my Direct Debit mandate?

How to correct payroll/contribution errors?

What is pension re-enrolment, and what do I need to do?

Enrolling employees and paying contributions

Do I still need to enrol someone who already said they want to opt out?

Can employees who opted out opt back in?

Will employees’ old pensions transfer to Penfold automatically?

What happens if an employee leaves the company?

Frequently asked questions

getpenfold.com

Find answers and get help from Intercom Support and Community Experts

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