If you have multiple Groups on a NEST scheme, you can still process this through pensionsync however there is a restriction in Payroll Professional around Group names which means you can only have one per feed. You may need to select subsets of employees to send for each Group, as follows:
- In the AE Dashboard, set up your pensionsync feed as normal (you only need to do this step once). Use the name of the first Group in the feed settings.
- From the list of Employees in the AE Dashboard, right-click to select only the employees who belong to the relevant Group. Use the CTRL key to select multiple employees.
- Generate your feed, and use View Feeds > Files to check that only the relevant members have been included. Send Feed as normal.
- Reset your AE Dashboard, and go back to the feed settings. Change the Group to the name of the second Group.
- Repeat steps 2 and 3.
- Check pensionsync for the results - you should get 2 sets of alerts (e.g. a Blue Alert for each Group to confirm it has passed validation, followed by a Green Alert for each scheme when NEST has processed it). Once you have the Green Alerts, you should be able to see the Submission History for both Groups via the "Calendar" icon on the pensionsync Dashboard.
You can, in theory, do this for as many Groups as required. However, it is generally best to have as few Groups as possible when you configure a pension scheme, so you may also want to look at whether any schemes with multiple Groups can be streamlined down at all. If, for example, the scheme has two monthly Groups and the only difference is contribution rates, could they be streamlined down to one Group with Statutory Minimum rates set, and higher contributions managed at employee level in payroll?
There are of course some scenarios where multiple Groups are very definitely required. Salary Sacrifice arrangements, will always require a separate Group to a non-Salary Sacrifice Group (because Salary Sacrifice arrangements are treated by NEST as being Employer contributions).
Note 1: that this process only applies to NEST. Other providers have different ways of handling contribution submissions which wouldn't permit this approach.
Note 2: if the Groups relate to separate payrolls, e.g. a Monthly payroll and a Weekly payroll, you can simply set up a separate feed for each payroll, and revert to the standard process for sending pensionsync feeds for these. You won't need to manually select subsets of employees for the different Groups in this case.