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Community > UK Payroll >

UK Payroll - Peoples Pension integration very poor

Started by Edmund Sturdy -   in UK Payroll

I generally love Xero, but our experience in setting up The Peoples Pension (TPP) has been terrible.

We followed these instructions:

https://help.xero.com/uk/Payroll-AutoEnrolmentPensionSync

After the Pay Run the pension filing showed "Requires Attention" so I raised a support case with Xero.
They first said

"I can confirm that even though you're connected through Pensionsync, you'll still need to click Submit in your Pension Filing tab to send the information to your pension provider. Xero doesn't do this automatically.

Please note that the first pension file generated in Xero will need to be manually uploaded to The People's Pension using a CSV pension file.
To download this go to Payroll > Pension Filings, click on the 3 dots on the right hand side of the pay run you want to file and select Download CSV. Once the file has been uploaded to The People's Pension and processed, you can then select Mark as Filed from within the 3 dots option menu.

Once the next pay run has been posted, you'll see the option to Submit the pension file electronically from within the Pension Filings page."

I tried to do this and then found that the Xero CSV file is in the incorrect format to upload to TPP.
I went back to support and got this unhelpful reply:


"Thanks for your feedback, however we cannot advise on how this should be uploaded to The People's Pension. You will need to contact them directly for the format they require the csv file to be in."


We choose TPP as our Pension Provider as they advertise as being compatible with Xero. However it's clear from the above that this doesn't work "out of the box" and frankly doesn't look to me like it's ready for production use.

The help article really need to be updated to reflect the steps actually required to get TPP filing working.
Hi we had a lot of problems with auto upload of pension details between PP and Xero. Strange error messages etc.

Turns out it was all down to the Employee ID being different in Xero and PPension. I updated Xero with the same PPension employee ID's and has been running great since.

Worth a look for any mismatches! (NOTE: People Pension does not like special characters in employee ID's - numbers and letters only!)
 

Andrew Smith  

Andrew Smith please can you get in touch with me on elre@kuckoorocks.com?
 

Elre Woods  

You have mail
 

Andrew P. Smith  

what changes need to be make to the TPP CSV file that xero is generating? Does someone has a correct template to hand please?
I am getting the below error message from Nest: There are one or more records between the header and trailer records in the file that are not marked with the letter ’D’. Please make sure all records between the header record and the trailer record start with the letter ’D’ and upload the file again.
You must enter a payment frequency. Please correct this and upload the file again.
 

Agata Shorten  

Hi Agata, do come on into the team at Support if you need a bit more of a hand with this. We also have some troubleshooting tips in this article that might help you amend the file to resubmit.
 

Kelly M (Community Manager)  

Aaah spoke too soon! - I see you've raised this with Support already, so I've escalated your emails with them. One of our specialists will be in touch as soon as possible.
 

Kelly M (Community Manager)