Run iConnect

You can use the i-Connect function to create files which are in a format to submit directly to i-Connect.

If your pension provider doesn’t support i-Connect you can still use the output file and “cut and paste” the information from it into the file your provider has given you. Most provider forms are in a spreadsheet format so you can use Excel for this exercise.

If your pension provider doesn’t support i-Connect and you would like to create a file in the exact format required by your provider directly from the software, please contact us and we will assess your requirements and may be able to create you a bespoke output file. To set this up would be chargeable.

Creating an i-Connect Submission File
1. Select the i-Connect Wizard

Payroll > Reports > Pension Scheme Analysis > i-Connect Submission

2. Select the payroll template you wish to include

 

 

 

 

 

 

 

 

 

3. Select the start period

 

 

 

 

 

 

 

 

 

Enter the start of the period to be included. If you want to create an “annual” extract then this would be the start of the submission year.

4. Select the end period

 

 

 

 

 

 

 

 

 

Enter the end of the period to be included. If you want to create an “annual” extract then this would be the end of the submission year.

5. Select the i-Connect transfer template

 

 

 

 

 

 

 

 

 

Select the i-Connect transfer template. This defines where your output file is created, what it will be called and what format the output will take.

For more details see How to Set Up iConnect

6. Select the employees you wish to include in this submission

 

 

 

 

 

 

 

 

 

Select the Qualifying Query which defines the group of employees you wish to include in this submission.This group of employees may include employees who have not contributed to the pension scheme this year for various reasons, such as opting out, but still need to be reported to your pension provider.

For more details about setting up the Qualifying Query see Set up iConnect Qualifying Query

If you wish to have one submission file per school, there are two ways to achieve this.

  1. Your Qualifying Query can define all support staff. You can then use Excel to sort the submission file by location (school) and cut it into separate files, one for each school.
  2. You can create a separate Qualifying Query for the support staff at each school and run the submission for each school separately. If you do this you need to rename or copy the output file created after each run because the next run will overwrite the previous file created.

Click Run and an output file will be created as defined on the i-Connect template. If you wish to view or edit the output file which is produced in csv format you can do this using Excel.