Once you have successfully set up your new NEST Pension (or linked EnrolPay to your existing NEST account) you are ready to start transferring your pension contributions!
At this point, it is highly recommended you set up your employees with access to the employee dashboard area called 'MyAccess' as this is where they will be able to view their own personal information and personalised pension notices. All you need is a valid email address and full instructions on how to do this can be located by clicking here.
After you have set up your employees with 'MyAccess' and submitted your Real Time Information file to HMRC, click 'Auto-Enrolment' under the Submissions tab.
You should see your most recently closed pay run at the top of the list -click on the View icon on the right-hand side.
You can now see your pension record for this period and have the option to submit this to NEST.
Click Submit.
If you have any New Joiners (or, indeed, Leavers, or members choosing to Opt-Out of their pension in this period) click on the green New Joiner box, and click Submit.
This will transfer the New Joiner information to NEST. The process can take anywhere up to 30 mins.
You can check the process anytime by navigating back to the 'Submit' page and viewing the 'History' at the bottom of the form which details the current status of any ongoing submission, and the date/time of previously completed submissions.
Once your New Joiner file has been submitted successfully (if applicable) click on the green Contributions box and submit the file to NEST.
Again, this can take up to 30 minutes before you will see the contributions in your NEST portal.
Remember, after submitting your files, you still need to log into your NEST portal to 'Make Payment' by the specified date.