Pension Sync

Go to edit the company details >> select the pension tab >> click edit next to the pension name

Pension Sync

Tick the connect automatically box >> enter employer ID >> (you need to also make sure the contribution basis and relief type match the pension provider) save

Pensions Dialog

You will then see the screen below with the groups and percentages >> click the word in blue Dashboard >> this will then connect to your pension provider (this may take a few minutes)


You can also sync to the pension by clicking, add a new provider>> select provider from the drop down >> tick connect automatically >> enter the employer ID >> submit

Select Provider Dialog

You will still need to click the word Dashboard to sync to the pension company