Flexible File Correction Guide

Flexible File Correction gives you a simple way to correct and resubmit pension data files, without having to do any payroll rework.  

If your pension submission has failed, follow these simple steps to correct and re-upload the file:

1. Click View Errors on the PensionSync Dashboard

2. You can download the Error File with the details of why the file has failed. This includes confirmation of the Source Value - which is the piece of information in the file that is likely to need correcting. 

This step is not compulsory - the actual payroll file used by the Correction tool is downloaded in Step 3.

3. Click Flexible File Correction to download a copy of your payroll file. 

4. Open the file and edit the field that has caused the error. For more details on how to edit the file, read our worked example, Flexible File Correction - Pay Period Dates

5. Save the file in .CSV format.

*Please note* If a file is opened in Excel format it can cause any leading zeros to fall off numbers in the file (for example 001 becomes 1).

Please check whether you have any leading zeros in your file before opening it in Excel - the Group and EmployeeId columns are typical examples of where you might have leading zeros.

In order to prevent Excel from continually removing leading zeros from any numbers, change the format of the affected column to 'Text' which will ensure leading zeros will remain. 

6. Go to the Upload page and import your edited file.

7. The file will now be processed as normal, with updates shown on the PensionSync Dashboard.

Please note that each upload is a brand new submission. The file correction will NOT update the status of any previous submissions, which may mean that you still see an error in your payroll software.

Please check the PensionSync Dashboard to ensure your resubmission has been accepted. Any earlier errors can be ignored.