Sage has fully integrated with us which means their automated file output has been validated and is therefore compatible with ours.
- Once the Sage payroll run is complete, you can use the Send Pension Data option. Doing this automatically uploads the employee data file into the relevant Online Services account
- Sage run The People’s Pension validation rules which makes the file compatible with our file specification
- Total contribution amounts will show in the ‘Account transactions’ section of Online Services
- This file is automatically uploaded into their account
- When the employee data has been successfully transferred to us, an automated email will be sent. In this there’ll be a link to Online Services and the ‘Make a payment’ page.
The Sage 50 Payroll Help Centre has a step-by-step guide to export the files from Sage and instructions on how to set up the data exchange: