What information does PayFit ask for?
Where to find this information in NEST
Changing worker group at Employee Level in PayFit
When you add your NEST pension scheme on PayFit, you will be prompted to fill in some information about your scheme. This article will show you where you can find that information.
What information does PayFit ask for?
It is very important that you fill in the requested information correctly to allow us to successfully upload your pension contributions. All of this information can be found by logging into your NEST account.
When adding a NEST scheme on PayFit, you will need to head to My Company > Pensions > My Schemes > Add New Pension Scheme > select NEST > fill out contribution details > click on Set up employee pension account.
Once you've selected Set up employee pension account, you will reach this section 👇
Where to find this information in NEST
When in your NEST account you should go to the Contributions section. Here you will see a screen like this which will show you 5 out of the 6 pieces of information we are asking for:
NEST employer reference: Is the number in the top right hand corner of the page beginning with EMP.
Frequency: This will either be Monthly or Tax Monthly.
Payment source: This needs to be an exact copy of the text on NEST (ie: exact same capitalisation). If you are copying and pasting please check for any leading or trailing spaces when pasting the text into PayFit. Using this example you would put ‘Bank Account’.
Earnings period start date: Using this example you would put ‘1st’.
Payment due date: Using this example you would put ‘10th’.
Group: Navigate back to the home page and then click on ‘Manage Groups’. Here you will see all of the groups you have set up in NEST.
If you have more than one group then you should fill the Group box with the group that the majority of your employees are in. In this example that would be ‘NEST’.
The group name needs to be an exact copy of the text on NEST (ie: exact same capitalisation). If you are copying and pasting please check for any leading or trailing spaces when pasting the text into PayFit.
Changing worker group at Employee Level in PayFit
For employees in other groups you will need to go into their pension settings at employee level:
My Employees > Employment > Edit Pension > input the group name into the ‘Worker Group’ box.
🎉 You are all done 🎉
Giving PayFit access to make your NEST submissions
If you have given us access to your NEST scheme we now have everything we need. For information on how to give us access to your NEST scheme please take a look at this article.