Hi Andy,

The only reason an employee would show on the send data pension file, is if they were assigned a pension scheme. It may be that they were assigned the scheme manually in error.   You will need to restore a backup to before the update was processed, for the period in question. This can be done by following the steps here.

Once you have restored back to before updating the pay period, open the employees record who has the future date > go to the pensions tab > select the manage schemes button.  I would expect to see a pension scheme listed  in here. If so then it has been added manually or they have been enrolled. Close the manage schemes window and on the table at the bottom of the pensions tab, there will be a ‘status’ column. If added manually it will have joined or if added by the pension assessment it will say Auto-enrolled.

Should the pension status say joined, meaning it was added manually then you would remove the pension scheme by selecting   manage schemes > Highlight the scheme > delete.

If the status is ‘auto-enrolled’ then this means the pension was correctly assigned to the employee through the pension assessment. Select manage schemes > highlight the pension > edit > check the joined scheme date, this shouldn’t be dated past the process date. It will usually be the date of the start of the tax period you are running (e.g. 6/7/16 if you were process monthly in tax month 4).

You will then re-update your payroll and run the send pension data to create the report file.

Thanks

Dan

Sage GB