Bulk update pensions

Save time by updating multiple employee pension records at once using a CSV, TSV, or TXT file. This can be useful if you’re switching pension providers or changing from one pension type to another.

Before you begin

1. From the left side bar, select Employees.
2. Click Import/Export in the top right and select Import pensions.
3. Click Upload data from a file to import information from a pre-populated file, or manually enter the data in the columns.

   Note: Employee ID is a mandatory column for both the manual and file upload. If the enrollment status is Opted out, an opt-out date is also mandatory.

How to bulk upload pensions from a file

1. Once you’ve clicked Upload data from a file, use the file navigator to select your pension data file.
2. Confirm if your file contains a header row or no header row by selecting Yes (if your file contains headers), Select another row (if your file contains headers but in a different row to the row indicated with the arrow), or No header row (if your file doesn’t contain headers).
3. Once headers are confirmed, the column headings will begin matching automatically, which you can confirm by clicking Confirm mapping. If you have any columns that are unable to be matched, a Lookup matching fields dropdown will appear.
4. Click Review to check that the confirmed mapping for the file is correct. Then, click Continue once you’re satisfied with the data review.
5. If you are ready to submit, click Yes.

How to bulk update pensions manually

1. Fill in the pension data under each column.
2. Once you’re done, click Continue.
3. If you are ready to submit, click Yes.

FAQs

What columns should be included in an uploaded file?
The headings required are listed in the manual data entry section: Employee ID, Is this a new enrolment?, Is eligible for tax relief?, Pension provider, Groups, Pension type, Enrolment status, Start date, Leave date, Opt out date, Deferral date, EE contribution amount, EE contribution unit, ER contribution amount, ER contribution unit, and Skip sending enrolment.

Tip: If you choose to use your own headings, UK Payroll will automatically try to match your headings, so try to choose similar or easily identifiable headings.

How should dates, units, and currency be formatted?
For columns that require specific formatting, refer to the manual data entry section. Hover over (i), the information icon in the column headings, to see a list of accepted values.

For columns that have multiple options, select the dropdown within a column’s cell to see a list of accepted values.