Hi Tracey,

To enable me to investigate this for you could you please answer the following:

1. Which pension provider are you with, e.g. NEST, People’s Pension, NOW: Pensions, etc?
2. What is your full version number showing in the Program Details section of Help > About?

Hi Paul

We are with Nest and the version number is: 22.00.075

Great, thanks Tracey.

There is an issue we’re aware of where, if the process date and pay reference period (PRP) overlap a calendar month, the Send Pension Data option doesn't include the employee on both a Member enrolment file and a Contributions file on the same process date.

For example, if you process a weekly paid employee on 3 April and run Pension Assessment, they are automatically enrolled. When you run the Send Pension Data option, only a Contributions file is created. However, if you change your process date to the month of the PRP, the Member enrolment file is produced, but no Contributions file.

As a workaround:

• To produce the Member enrolment file - Set your process date to the calendar month that the employee was enrolled.
• To produce the Contributions file - Set your process date to the date the employee was processed.

For example: If you processed weekly paid employees on 2 May and have newly enrolled employees, Send Pension Data only creates a contributions file, not a member enrolment file when your process date is set to 2 May. The tax week spans two calendar months so to create the member enrolment file you need to set the process date back to 30 April.

Dear Paul

I would like to know why this is only happening over the last couple of months, it has never been a problem before? If this is a problem you are aware of, when will it be fixed, I presume it was the update that has caused this problem?

As I explained to you before, I had already tried altering the process date to the month the employee was enrolled and it gave me the same report minus the auto enrolled members again. I have a lot of staff and it takes 20 minutes to run each report.

I have now had to add all auto enrolled members manually again this month which makes the pensions module a waste of time and money.

Hi Tracey,

This occurs if the process date and pay reference period (PRP) overlaps a calendar month. It’s unclear as to why this has only started happening over the last couple of months without full investigation.

Our support team will be able to investigate this for you. You can contact them on 0845 111 5555 or via web chat.