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Set up a pension link

Created on  | Last modified on 

Summary

Create a pension link in Sage 50 Payroll Ireland to manage pension contributions and generate submission files.

Resolution

Create a pension link

  1. Open Sage 50 Payroll Ireland and log in as the system administrator.
  2. Select Tables, then Pension Link.
  3. In Link, type a value, up to four characters, to identify the pension link. 
  4. Select Find.
    • If the link already exists, the pension details appear automatically
    • If the link doesn't exist, select OK to create a new one

Enter pension details

Complete the following information:

Description Enter a name or short description, maximum 30 characters.
Reference Code Enter the reference code from your pension provider. If you don’t plan to submit a pension file, enter 1234567.
Type

Select one of the following:

  • Pension
  • PRSA
  • RAC
  • CWPS
Provider Enter the provider's name, postal address, and email address.
File Overdue Warning Select this checkbox to receive reminders for outstanding pension files.
File name

Select Browse, select a location to save the pension file, then select Save, then OK.

 TIP: Skip this step if you don't plan to submit a pension file 
Issue Frequency Select how often to create the pension file.
Last Issue

Enter the last date you submitted a pension file to your provider. Leave this field blank when setting up the pension link for the first time.

Finalise setup

  • Select Save, then to exit the screen, select Cancel

Bespoke auto-enrolment pension training

We fully support the upcoming auto-enrolment changes in our Payroll solutions, including employee enrolment, contributions, and compliance. To help you prepare, we offer bespoke training covering:

  • Understanding the legislation and getting prepared
  • Guide through implementation with hands-on, product-specific sessions

Want training tailored to your needs? Leave your details and we’ll get in touch.