Employment Hero PensionSync Dashboard - Scheme Expanded

The Schemes Expanded page gives more details about a particular scheme. Access this page by clicking on the green chevron icon to the right of the Dashboard row. 

The information you can view here is as follows:

Scheme summary - this includes the Company Name, Employer ID and Pension Provider, when the scheme was added to PensionSync and whether the connection is currently authorised and a summary of the Group and Sub Group details (note that Sub Group is blank for some schemes).

You can click the buttons at the top of the summary to view more scheme details, to view all activities relating to the specific scheme or to delete the scheme from your PensionSync account (i.e. if you are no longer servicing this particular client).  Please note that only ADMIN Users have the required level of permission to delete a scheme from Dashboard.  

Scheme details - this section gives a detailed breakdown of the contribution plans applicable to the scheme, including the tax relief basis and pensionable earnings basis.

Your Groups - any groups within the pension scheme will be summarised here.

Submission History - this provides a detailed breakdown of any pension data submissions that have been sent successfully through PensionSync for this scheme.  

Payment Approval (Nest clients only) - this provides the option to switch Automatic Payment Approval on or off as desired for each of your Nest clients. 

Please note - if you switch this off you will need to manually approve all payments for the client on the Nest website. Automatic Payment Approval includes zero payments where no contributions have been submitted. 

The section also includes a Payment Approval history so you can see exactly what amounts were approved and when. 

For more information about how Nest Payment Approval works please see here. 

Worker Instructions - this shows any opt outs or other worker instructions that have occurred in the last 6 weeks for this client. You can export the notifications as a CSV file for ease of updating payroll as required. For a breakdown of the types of notifications available for each pension provider read this article.

Please note that you can export Worker Instructions for all your clients in a single report using the PensionSync Reports.