- A HR Query will need to be created:
a) Based on the table Pension.
b) Select to output any fields that you want copied into the new pension record, (e,g, Employee, Status, Employer Rate, Start Date).
c) Use Selection Criteria to select the required records (e.g. based on the pension scheme).
- Run the query.
- Export the resulting grid into Excel via drag and drop or click Export and follow the process.
- Edit the created spreadsheet to have additional columns for any data that was not exported, (i.e. the new pension scheme code and name) and flood the details into the spreadsheet.
- Create a Header Line in the Excel file, to contain the required field headings. The possible fields are:
a) Employee Number = emp_id
b) Scheme Code = scheme_id
c) Description = description
d) Start Date = start_date
e) Status = status
- If you require other column names, they can be found by accessing Pensions in HR Record > Payroll Details and click the appropriate field.
- Save the spreadsheet in the CSV file.
- Ensure that the Employee Number(s) have the appropriate number of leading zeroes in the CSV file.
- Access Authorisation Centre.
- Set the table name to Pensions and click on the Proposed tab.
- Click Import.
- Use Browse to identify the spreadsheet saved in Point 7.
- Click Import.
- Click Close.
- The data will be displayed in the grid.
- Highlight a line and click Edit and the data that will be imported will be displayed.
- Click Delete to remove any unwanted lines.
- Click Authorise.
- Either click Swap All to set all lines to be processed, or click on Individual Lines that you wish to process.
- The selected lines will display a tick in Transfer.
- It is possible to choose either Update, to make this entry Live, or Reject to Remove them from the Authorisation Centre.