Add a PensionSync feed

Setting up PensionSync feeds is quick and easy. Make sure you’re at the start of an open run, and ensure the employees are in a calculated state (even if you plan to reset them afterwards).

Then follow these steps:

Step 1 - Remove any existing feeds

Step 2 - Create a new PensionSync PASS 1.1 feed (Feed Version 42)

Step 3 - Click Edit and enter details of the pension scheme the feed is for (see attached guide for a summary of the details for each pension provider). Click OK to save the feed details and exit the feed.

Step 4 - Click Edit again, to go back in to the feed and this time click Authorise Scheme. Provide the username and password you use to log in to the pension provider’s website when prompted to do so. This authorises PensionSync to connect your payroll software to the pension scheme.

Step 5 - After you have authorised the feed, go to the PensionSync Dashboard (Open SMT button in IRIS) to check it has activated and appears on the Dashboard (Note that for NEST schemes this can take a few minutes).

Once the PensionSync connection is active, it’s ready for you to start Downloading Pension Notifications and submitting feeds.