Pension Pay Element Schedule

By using the pay element schedule import, you can add pay elements to employees’ payslips in bulk, with the option to set start and end dates.

  1. 1. To comply with your secondary pension obligations, you must offer at least the minimum contributions. The minimum contributions increase for employees from 2026 from 1% to 1.5%. Please see table below and link to the government website.

    To comply with your secondary pension obligations, you must offer at least the minimum contributions. The minimum contributions increase for employees from 2026 from 1% to 1.5%. Please see table below and link to the government website.
  2. 2. Firstly please ensure you have created your pension pay element

    Please follow the link to our guide on creating pension pay elements.

    4. Creating Pension Pay Elements – Offshore Payroll

    Firstly please ensure you have created your pension pay element
  3. 3. Navigate to the organisation screen

    Select the 'Organisation Import' icon at the top right of the screen

    Navigate to the organisation screen
  4. 4. Select 'Pay Element Schedule'

    Select 'Download Template'

    Select 'Pay Element Schedule'
  5. 5. Once this has been downloaded you can begin to edit the spreadsheet

    From the dropdown option next to the employee record, select the pension pay element you wish to add to the employee's payslip

    Once this has been downloaded you can begin to edit the spreadsheet
  6. 6. Once you have completed this for all of the relevant employees, you can enter the start and end date.

    Please ensure you verify the import before selecting Save

    Once you have completed this for all of the relevant employees, you can enter the start and end date.
  7. 7. Navigate back to the organisation screen and select 'Process populated file'

    Navigate back to the organisation screen and select 'Process populated file'
  8. 8. Spot check the import items before selecting 'Apply Selected Items'

    Spot check the import items before selecting 'Apply Selected Items'
  9. 9. A green pop up message will appear on the screen, notifying you that the import was successful

    A green pop up message will appear on the screen, notifying you that the import was successful
  10. 10. Navigate to an employee record and select the 'Pay Template' icon at the top right of the screen. Select 'Schedule Pay Elements'

    You can then view the imported scheduled pay element

    Navigate to an employee record and select the 'Pay Template' icon at the top right of the screen. Select 'Schedule Pay Elements'