Data Transfer between Payroll and Pension Systems

The table below outlines the transfer of data between Primo Payroll and pension providers via PensionSync or Smart Pension integration.

Process	Communication Flow	What data is transferred?	Smart Pension	PensionSync
Employer Sign-up	Payroll -> Pension	Employer record	Yes	Yes
Save Employee Record	Payroll -> Pension	Employee record	Yes	N/A
Amend Pension Record (calculation method)	Payroll -> Pension	Pension calculation method	Yes	N/A
Run Payroll	Pension -> Payroll	Opt-out data	Yes	Yes
		Opt-in data	Yes	Yes
		Postponement end date	Yes	N/A
		Employee % contribution	Yes	N/A
	Payroll -> Pension	Auto-enrolled and opted-in employee records	N/A	Yes
	Payroll -> Pension	All employee records	N/A	Yes
Close Period	Payroll -> Pension	Pension contributions*	Yes	Yes
	Payroll -> Pension	Employee records	Yes	N/A
	Pension -> Payroll	Opt-out and opt-in data	N/A	N/A
	Pension -> Payroll	Assessment results	N/A	N/A
Failed Submissions	Payroll -> Pension	Previous period's pension contribution	Yes	Yes

* Make payment is a manual process on PensionSync. For more information please check with PensionSync directly.