Follow this guide if you have set up a brand-new NEST scheme with no schedules.
Overview #
A new NEST scheme will not have any schedules until workers are added.
Steps #
In this case, you should not add or remove the GB NEST Enrol and Contribute API report definition. Instead, you will use the two standard NEST CSV Report definitions (GB NEST member and GB NEST contribution). These CSV files contain enrollment and contribution information.
For the first pay run, only you’ll have to upload them manually to the NEST account.
We recommend this be done just before pay run approval, which will have the added benefit of checking everything for you and allowing you to modify the files if needed:
- Documents > click the file icon to the left of GB NEST member; after a few seconds, the file member will be downloaded into your downloads folder.
- Repeat the process for the contribution file GB NEST contribution
- Log in to NEST and upload the member file to enrol the worker(s)
- Wait until the member appears – usually 30 minutes, but can be longer
- A schedule will then be created for you on NEST
- Then upload the contribution file to the schedule
- Approve the 1st schedule for payment
- The next schedule will be created automatically
After the pay run is approved in paiyroll®, you can proceed to add the GB NEST Enrol and Contribute API reports following the guide NEST Pensions API Integration. NEST will now operate automatically, once the 2nd schedule has been created and is visible.