Difference between revisions of "How do I add pension company details to my pension letters?"

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== Summary ==
 
== Summary ==

Revision as of 09:42, 3 September 2014

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Be aware: Content may change as the document is reviewed.

Summary

This article explains how to add the pension company details into the pension letters that get produced at the end of a payroll period.

More Information

Go to " Payroll Payroll Parameters\Maintenance Payroll Parameters Report Details Configurable Reports".

  • Arrow key down to the first Payroll letter report (i.e. 'Eligible Jobholder Info'.)
  • <Tab> or right arrow key past the 'S' or 'U' into the 3 character "Report Code" field. (In this case this will read 'pAE'.)
  • Make a note of the "Report Code" as you will need this at the next step.
    		If your cursor is on the report code field and the report description says "Report not found" you won't be able to escape or exit. Continue with the instructions below to move off this field.
  • Press <Ctrl+F1> to bring up the search then press <Enter>.
  • Scroll down the list and look for the "Report Code" required (In our example 'pAE'.)
  • Then press <Alt+F8> to copy the report to a user report.
  • In the "Report Code" Field type in the same code as you originally searched for (In this case 'pAE'.) but enter this in all upper case letters (i.e. 'PAE'.) and press <Enter> then <Enter> again
  • <Shift+Tab> or left arrow key back to the "Report Code" field, which should now read for example 'U PAE' and press <Shift+F10>.
  • This will take you to a "Definable Literals" page in which you can enter the required pension details. Each D numbered field has an explanation for what that field is for in the "Details" line. This explanation line will need to be removed and replaced with the details relevant to your pension scheme.
  • Finally press <Esc> then <Esc> again and finally click [Accept] to save the details.

Repeat these steps on the rest of the Payroll reports.

Once the details have been filled out once they can be copied (Using <Ctrl+C>.) and pasted (Using <Ctrl+V>.)in the the rest of the reports in the "Definable Literals" page to save time.

See also


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Keywords AND Misspellings
PENSION, WORKPLACE PENSION REFORM, AUTOMATIC ENROLMENT, AUTO ENROLMENT, PENSION SCHEME, PAYROLL, PARAMETERS, reports, details
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