To export a standard pension data file (PAPDIS) from Sage 50 payroll you need to do the following:
- Ensure you have the Sage 50 Auto Enrolment module
- Ask Sage to provide you with the link to install the AE Report PAPDIS v1 (SMART PENSION)
Use this report to generate an Excel file for the pay period in question as shown in the video below:
Export the report in .xls format and save it in a secure location of your choice. You will need to resave it as a .csv file prior to upload.
The AE Report PAPDIS v1 can be used for submitting details of enrolments, contributions and leavers to any of the pension providers connected to PensionSync.
Using this file format gives you a standard process for Aviva, Nest, NOW:Pensions, Smart Pension, The People's Pension and Legal & General, all managed in one place.
Read our article on how to bulk upload files into PensionSync to see how these files can be used to create an extremely efficient payroll to pension process.