The UK Pension Employee Data Import - Ongoing allows you to import the following types of notification records for employees who have existing pension records in Dayforce:
- Opt-In
- Opt-Out
- Cease Membership
- Other Qualified Scheme
- Join
You can also import the following ongoing pension values for employees:
- Employee Contribution %
- Employer Contribution %
- Plan Name
You can use the import instead of making these updates manually; however, using the import doesn’t preclude you from making these updates directly in the Payroll > Pension screen of People.
The import is processed by the Benefits UK Pension Ongoing Import background job, a site-level background job. The job isn’t displayed in the Available Jobs or Scheduled Jobs tabs of System Admin > Background Jobs. However, you can see the results of the job, whether it's successful or if it fails, in the Job Logs tab.
Note: Your Dayforce representative should see the UK Pension Ongoing Import Specification (included in the BenefitsUKPensionImport folder) and its supporting documents for more information on importing records using this import.
For the background job to process this file, you must take the following steps first:
- Create an import folder under your instance import path called
BenefitsUKPOngoingImport. - Place the import XML file in this folder.
Your import path might look like this:
\\AN2PREDFCFTS001\USConfig\ABCCompany\Import\
Upon import, Dayforce assigns the pay period start date for notification records differently depending on the notification type.
| Notification Record Type | Pay Period Start Date Assignment |
|---|---|
| Opt-In |
Existing records are updated where applicable. When the employee is next assessed, the new pension record reflecting the employee’s enrolment in the pension scheme is created. The new record has a pay period start date associated with the assessment date. |
| Join | |
| Opt-Out |
The pay period start date for the record is assigned based on the date of the import. Existing records are automatically end-dated the day before the pay period start date of the imported record. |
| Cease Membership | |
| Other Qualified Scheme |
The import only updates information for employees who have an existing pension record; however, it doesn’t overwrite future dated pension records.
For example, an employee, Geoff, has an existing pension record with a pay period begin date of May 1, 2020. A file that includes a record for Geoff is imported on April 5, 2020, which falls within the pay period starting on April 1, 2020; as a result, the record would have a pay period start date of April 1, 2020. Because the addition of this record would cause an overlap with the future dated record, Geoff’s record isn’t imported.
If the job completes successfully, but records are rejected during the import, the associated error messages are stored for 90 days in the BenUKPensionImportError table in Dayforce and in the BenImportTaskLog. For help with accessing this information, speak to your Dayforce representative.
If the entire import job fails, an error shows for the Benefits UK Pension Ongoing Import background job in System Admin > Background Jobs in the Job Logs tab. Dayforce also creates an error folder under the import path. For example:
\\AN2PREDFCFTS001\USConfig\ABCCompany\Import\BenefitsUKPOngoingImport\error