What is the NEST integration?
The integration connects PayFit with NEST to keep pension information synchronised between both platforms.
Key features
Automatic synchronisation of NEST groups in PayFit
Validation of employee and employer contributions against NEST group rules
Nightly automatic data synchronisation
Manual synchronisation option
How to activate the NEST integration
Go to the Integrations Hub in your PayFit account
Find and select the NEST integration
Enter your company's NEST Employer Reference Number
Complete the activation process
Note: For the activation process to work, PayFit needs to have been added as a delegate on your NEST account. For information on how to add us as a delegate on NEST, please take a look at this article.
How to manually synchronise data
If you need to update data outside the nightly automatic sync:
Navigate to the Pensions page in PayFit
Click the Sync now button
Wait for the synchronisation to complete
Current limitations
Warning: Please be aware of these current limitations:
We only sync the first payment source added on NEST. If your company uses different payment sources for different groups, this cannot be managed at present
A maximum of 5 pension schemes are supported
FAQ
What happens during the synchronisation?
During synchronisation, PayFit fetches groups from NEST and creates or updates them in PayFit. The system also ensures that employee and employer contributions comply with NEST group rules through required actions.
What features are coming soon?
We're working on adding these features in future updates:
Processing opt-outs
Processing refunds
How often does the synchronisation run?
The synchronisation runs automatically every night. You can also trigger it manually from the Pensions page using the "Sync now" button.