Authorisation Request
From the Settings > Integrations page, locate Smart Pension and click Connect.
This will open an authorisation request with your Smart Pension credentials to authorise the request.
Mapping and Importing Schemes
Once you've linked the company, you can then import the pay schemes and groups from Smart Pension.
Note: Buddy-Smart Pension integrations requires the use of Pension Groups in Smart Pensions. If you do not have these setup, kindly create this within your Smart Pensions accounts before importing.
If you introduce new schemes or groups, you can instead click the Resync button to import these.
Imported schemes and groups may also be viewed in the Pension Schemes and Pension Groups pages.
Updating Employees' Pension Groups
Should you have already assigned employees to Pension Groups, it's important that these are updated in the Employee's Pension Plan pages.
In addition, employees need to be individually linked. This can be done in the Personal Details, under the Smart Pension Link drop-down.
Sending Data to Smart Pensions
From Payroll History, under Actions, you can Send to Smart Pension from each concluded payroll.
Buddy will send data only for those employees who are assigned a pension group that is directly imported from Smart Pensions.