If your pension provider is not one of BrightPay’s supported scheme templates (such as NEST, People’s Pension, NOW: Pensions, or Smart Pension), you can add a custom scheme using the ‘Other Automatic Enrolment Scheme’ option.
This allows you to comply with automatic enrolment regulations, assess employees, and calculate contributions for your chosen scheme.
How to Set Up an ‘Other Automatic Enrolment Scheme’
Go to the Employer Section
Select your employer, then choose ‘Other Automatic Enrolment Scheme’.Enter Scheme Details
Complete the fields for provider name, policy/group references and configure:- Earnings basis (Standard qualifying earnings, Custom qualifying earnings, etc.)
- Contribution levels for employees and employers
- Any other relevant group-specific settings
Automatic Enrolment Assessment
Employees will be assessed according to AE legislation. Eligible employees will be enrolled and contributions calculated based on your settings.
Important Information: Submissions and CSV Export
BrightPay does NOT generate a bespoke pension scheme submission for ‘Other Automatic Enrolment Scheme’.
This means:
- No direct upload/submission file will be created for your pension provider.
- If you export a CSV file for contributions, it will be a generic format—not a tailor-made template for your specific scheme.
The generic CSV may lack some custom details or formatting required by your provider. You may need to manually edit the CSV file to meet the exact requirements of your pension scheme.
Workaround: Custom Reports and the 'Analysis' Section
To address provider-specific reporting needs, you can:
- Create a custom report using the Reporting function
- Use the Analysis section to add extra required fields or details
However, please note:
- It might not be possible to create an exact replica of your pension provider’s template within BrightPay.
- You may need to manually add or modify columns and formats in the CSV after export.
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