The Stakeholder pension export report exports basic employee details required for pension purposes into a file called STAKE.csv at a location defined by the STAKE export record. Use the System Utilities, Management menu, Export facilities option to define the export record.
See the Pension TAB of the Add/modify payroll records for set up of the pension fields.
See the Miscellaneous options menu option called Pension schemes for the set up of the pension schemes.
To run the Stakeholder pension export report
The Payroll Password form is displayed.
Enter your payroll password.
The PAYROLL menu is displayed.
Select the Reports & enquiries option.
The PR REPORTS AND ENQUIRIES menu is displayed.
Select the Period reports menu option.
The PAYROLL PERIOD REPORTS menu is displayed.
Select the Stakeholder pension export option.
The Stakeholder pension export form is displayed.
Complete the prompts and click OK.
A report status is displayed and the report is exported to a location defined by the STAKE export record. Use the System Utilities, Management menu, Export facilities option to define the STAKE or other named export record.
Click Close to return to the PAYROLL PERIOD REPORTS menu.
Stakeholder pension export form
The Stakeholder pension export form is displayed when you select the Stakeholder pension export option from the PAYROLL PERIOD REPORTS menu.
Prompts
Pension scheme (Blank for all): Enter the two character pension scheme as recorded on the Pension TAB of the payroll record or leave blank to include all pension schemes.
'I'nclude or 'E'xclude: Enter I to include the matching pension scheme or E to exclude.
Click OK followed by Close once the report status is shown.
Files Accessed
PR empee Payroll records
PE empee Employee records
Output type
The report is only exported to a location defined by the STAKE export record.
Output content
The following fields are output:-
Surname
Forenames
Address line 1
Address line 2
Address line 3
Address line 4
Address line 5
Postcode
Start date
Gender
Date of birth
NI number
Annual salary
Employee number
Sort sequence
Surname
Forenames
Selection
Payroll records are included when the following conditions are met:-
The left flag is set to N to indicate a current employee.
The pension scheme entered matches the payroll record pension scheme or the entered pension scheme is blank and if either these two rules apply also if the inclusion prompt has been responded to with I for include.
The pension scheme entered does not match the payroll record pension scheme or the entered pension scheme is blank and if either these two rules apply also if the inclusion prompt has been responded to with E for exclude.
The suspended flag is not set to Y.
PUSH BUTTONS:
OK: Prints the report to the currently selected printer.
Cancel: Returns you to the PAYROLL PERIOD REPORTS menu.
Help: Displays help on the current application in your default company browser.
Schedule: Displays the Timed Operations Scheduler.
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group.
