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If you need to update multiple employee pension records e.g. if you are switching pension providers or changing from one pension type to another, you can import employee pension settings using a csv, tsv or txt file. You will need to follow the steps below:
- Navigate to Employees from the left sidebar
- Select the Import/Export button next to Add employee
- The following options will appear:
- Select Import pensions, you will see a screen similar to the below:
You can upload your pre-populated file or you can manually enter the data in the columns shown in the screenshot above.
Please note - In order for Pento to match the data to employees, the Employee ID is a mandatory column for both the manual and file upload
Uploading data from a file
If you choose to upload the data from a pre-populated file, you will need to follow the steps below:
- Select Upload data from file
- Once uploaded, you will see a screen similar to the below:
- Select Yes if your file contains headers
- Choose Select another row if your file contains headers but it is a different row to the row indicated with the arrow
- Select No header row if your file does not contain headers
- Once confirmed, Pento will automatically try to match the column headings
- If you have any columns that Pento is unable to match automatically, you will see a Lookup matching fields dropdown where you can match the correct columns
- Once you have confirmed the mapping for each column, select Review:
- Once you have reviewed the data, select Continue:
- You will be asked if you are ready to submit, select Yes:
Please note - Only the Employee ID is a mandatory field unless you select Opted out as the Enrolment status, in which case, you will need to add an Opt-out date as well.
Frequently asked questions
What columns do I need if I am uploading a pre-populated file?
You can find the headings you need in the manual data section. If you choose to use your own headings, Pento will automatically try to match your headings to the data so it is advisable to use similar or easily identifiable headings.
What format should I use for dates/units/currency etc?
For columns that require specific formatting, you can refer to the manual data section; if you hover on the information icon (i) in the column headings, you will see a list of accepted values.
For any columns that have multiple options, you can select the dropdown within the columns in the manual data section to see the accepted values.