Set up pension integration between SelectHR and SelectPay by creating the required pay elements and pension schemes in each system, mapping them using the Service Administrator, and assigning pensions to employees.
This ensures pension details are shared accurately between both platforms.
Before you begin, you may want to read an overview of what information is sent over the integration.
SelectPay setup
Create the pension pay element in SelectPay
In SelectPay, click Pay Elements.
Click the New Pay Element icon.
Use the Type drop-down and select Deductions.
Select the Pension check box.
Continue to set up the employer’s pension pay element as required.
Click Save & Close.
SelectHR setup
Create the pension pay element in SelectHR
Go to the Employees tab.
On the ribbon, in the Lookups group, click Pay, then Pay Element Types.
Click New.
Use the Category drop-down and select Pension.
Use the Payment Type drop-down and select Deduction.
Continue to set up the pay element type as required.
Click Save.
Create the pension scheme in SelectHR
Go to the Benefits tab.
In the Lookups section, click Pensions, then Pension Schemes.
Click New.
Next to the Pay Element field, click the Magnifying Glass icon.
Select the pay element type that was just created.
Continue to set up the pension scheme as required.
Click Save.
Map the pay element
If you are hosted with Access, please raise a case letting us know what elements you need to be mapped.
If you are on premise, follow the steps below.
Go to the Payroll Schedule tab and click Stop to stop the integration service.
Click Payroll, then Configure.
Use the SelectHR payroll to configure drop-down to choose the payroll you want to map.
Click Variables.
Use the Transferable Items drop-down and select Adjustments.
In the Payroll Description column, locate the employee’s contribution pay element.
In the adjacent drop-down (Select HR Description column), select the corresponding pay element type.
Click Apply.
Click OK, then Close.
Click Apply, then OK, OK, and Close.
Go back to the Payroll Schedule tab and click Start to restart the integration service.
Click Save & Close.
Assign a pension scheme to an employee
Under Benefits, click the Pensions.
Click the employee.
On the Pension Memberships tab, click New.
Use the Scheme drop-down and select the pension scheme that was created earlier.
Continue to set up the pension membership as required.
Click Save.
The employee will now have a pension assigned in SelectHR that integrates with the SelectPay pending area.
Assign the pension element to an employee in SelectPay
Once an employee has been assigned a pension pay element in SelectPay, a new membership will be created in SelectHR. This occurs on the first integration service poll after the next Save & Process, which usually runs every 15 minutes.