New Group or Bank Details

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 Employment Hero PensionSync and into 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's portal, you will need to sync via the Employment Hero PensionSync Dashboard which you can access from within payroll by navigating to your main Payroll Settings > Pension Settings and under the 'Actions tab', select 'Open PensionSync Dashboard':

 

See this guide for syncing your scheme: https://pensionsync.zendesk.com/hc/en-us/articles/7312914914845-Bulk-Actions-Delete-and-Sync 

After a few minutes, you can go back to your Payroll Settings and under the 'Actions tab' again, select 'Import from PensionSync' which will bring the new group/bank details into 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.