This guide will walk you through retrieving information from NEST prior to running your payroll.
The following information can be retrieved from NEST.
- Retrieve NEST Setup: Updates any changes to your NEST groups or pension setup. This will also create any new groups or payment sources which have been setup on the NEST portal.
- Retrieve Opt-outs: Retrieves opt out dates for employees who have chosen to leave the scheme within 6 weeks of becoming a member.
- Retrieve Ceased Contributions: Retrieve pension end dates for any employees who have chosen to leave the scheme after being a member for greater than 6 weeks.
- Retrieve Contributions Schedule: Stores the contribution schedules which are required for approving payments.
Each of the above messages can be retrieved individually by navigating to Auto Enrolment > NEST Submissions. However, it’s advisory to carry out all of these submissions prior to each payroll run, therefore you can use the Auto Enrolment > NEST Submissions > Retrieve All menu item to retrieve all messages.
Once the request for information has been submitted, the software will report “Successful but awaiting processing”. At this stage navigate to Auto Enrolment > Retrieve Pending Submissions and retrieve the response.
