Credentials Authorisation Request
From the Settings > Integrations page, locate Nest and click Connect.
This will open an authorisation request where you can add your Nest Credentials to connect the company.
Importing Schemes
Once you've linked the company, you can Import Pension Schemes.
Imported schemes and Pension Groups can be viewed in the Pension Schemes page, and utilised like user-created schemes.
To enrol employees, check out: Enrolling Employees into a Pension Plan
Sync Pension Contributions
After concluding payroll, you can send the pension contributions' information to Nest.
To do so:
- Go to Payroll History
- Click Actions
- Click Send to Nest
This will start a polling attempt with Nest, and after 10 minutes, you'll receive a confirmation. The status of these polls can also be checked in the Integration Settings.
Sync Errors
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Period Dates not Found
- It's important that the pay period dates between Buddy and Nest are the same. If these do not align, this can result in an error.
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You haven't entered a reason for partial or non-payment of contributions
- Nest is expecting a different amount of contributions. Verify that the contribution settings on both platforms
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The Information you've entered for this member doesn't match this schedule
- Check the employees highlighted by the NI Number to verify their enrolment status is the same between Buddy and Nest
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You must provide a valid header or trailer record
The payment source, dates, or frequency are not matching. Check the following on Nest and Buddy:- period dates are correct
- the payment date is the same
- the source is correct
- if the frequency is Tax Weekly/Monthly, inform our support team to toggle a change on our end
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The file you're uploading doesn't contain any detail lines
No employee has been assigned to a Nest Pension Group within Buddy. Please ensure that if you imported Pension Groups from Nest, you assign these new groups to employees