Set up guide for MyPAYE users with Smart Pension accounts

When you select the Smart Pension AE provider in the Pension Auto Enrolment Options category of the Employer Options page, MyPAYE automatically enables a number of fields to accommodate the specific settings catered for with the Smart Pension AE Pension file format.

The Pension Auto Enrolment Options settings will display the following fields

Field Name Mandatory Comment 

Auto Enrolment Employer Ref Yes Your Employer Pension Scheme Registration number as provided by Smart Pension. If this is not yet visible in Smart Pension, enter your Company ID initially and MyPAYE will update the AE Employer Ref in due course. 

Auto Enrolment Duties Start Date Yes Your Pension Auto Enrolment Duties Start Date (formerly known as your Staging Date) as defined by the Pensions Regulator 

Next Re-Enrolment Date No MyPAYE will calculate this from your Pension Auto Enrolment Duties Start Date 

Posting pension data to Smart Pensions

MyPAYE has a direct interface to Smart Pensions API so pension data is transferred with a simple button click

You will need to enter your Smart Pension API Key on the My User Details page so that MyPAYE can post your Pension data to Smart Pensions via their API.

You can find your Smart Pension API Key by logging into the Smart Pension website and depending on the type of login you have, either displaying your User Details or your Profile Details and clicking Update Details.

NOTE: When you sign up as an Employer with Smart Pension, you will be asked to provide details of the person who will act as the signatory on the Pension Scheme. 

If this person is also an Employee on MyPAYE, it is crucial that you enter the National Insurance Number for this person, and also enter their Payroll Ref from MyPAYE in the External ID field, in their Customer record in Smart Pension so that Smart Pension can match their contributions correctly. 

All other employees will be automatically created as Customers in Smart Pension when their first contributions are posted to Smart Pension.

Please note this guide has been created by MyPAYE. For further help please contact their support team.

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