New Group / Bank Details Aren't Pulling Through

If you add a new Group to a scheme (particularly Nest) and/or add a new Payment Source, these details need to be sync'd through PensionSync and in to payroll. 

We automatically sync schemes at least once per period but sometimes a manual sync is needed. 

Once you have added the new details to the provider portal, let us know ([e-mail]) and we'll sync the scheme with the provider. 

After a few minutes, you can go in to your Payroll Settings within Quickbooks, and then navigate to your Pension Settings. Under the 'Actions tab' select 'Import from PensionSync' which will bring the new group/bank details in to payroll. 

From here, you can adjust the member's Contribution Plan to the new Group within their individual Pension Settings.

For bank details, you can check and ensure the correct Collection Source is aligned to the relevant Contribution Plan in the Pension Settings.

Changes to the Contribution Plan will require a re-calc of the payrun for the affected workers before resubmitting. Payment source changes can just be re-submitted.