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Pension Troubleshooting

Troubleshoot common pension enrolment, syncing, and contribution issues in Workforce and Nest.


Employees are not syncing to Nest

If employees are not appearing in Nest after setup, possible causes include:

  • invalid Nest credentials

  • insufficient Nest delegate permissions

  • incorrect employer number

  • missing Nest groups or schedules

  • employee details not matching between systems

  • incorrect company file assignments

  • pension provider sync still processing

Check the following:

  • Nest username and password

  • employer number format

  • employee identifiers

  • company file assignments

  • pension eligibility

  • pension group configuration

  • payment schedules

⚠️ Important: Nest employer numbers should be entered without the EMP prefix.

Initial syncs may take up to 20 minutes depending on the amount of data being processed.


Contributions are failing

Contribution failures are commonly caused by:

  • payment schedule mismatches

  • employees not being enrolled

  • incorrect Nest group configuration

  • invalid contribution dates

  • incomplete employee information

  • missing member numbers

Check the following:

  • pay frequencies

  • Nest schedules

  • pension statuses

  • contribution dates

  • employee member numbers

  • payment sources

⚠️ Important: Pay frequencies and Nest schedules must match correctly between systems.

Examples:

  • monthly payroll → monthly Nest schedule

  • 4-weekly payroll → 4-weekly Nest schedule


Duplicate employee records in Nest

Duplicate employee records are commonly caused by:

  • mismatched NI numbers

  • changed payroll IDs

  • inconsistent employee names

  • employees being assigned to the wrong company file

  • employees being enrolled before setup was finalised

Before syncing employees, always verify:

  • employee names

  • NI numbers

  • payroll IDs

  • company file assignments

⚠️ Important: Incorrect company file setup is one of the most common causes of duplicate pension records.


Employees appear in failed contribution logs after opting out

Employees may still appear in failed contribution logs after opting out if:

  • previous payslip contributions already existed

  • historical submissions are still processing

  • sync statuses have not updated yet

  • contribution submissions were generated before the opt-out was processed

If the employee has already been opted out successfully, no further action may be required.

If required:

  • wait for the sync status to update

  • review the employee pension status

  • retry the submission after corrections have been made


Employees were enrolled into the wrong pension scheme

This is commonly caused by:

  • incorrect company file setup

  • incorrect payroll memberships

  • incorrect pension group selection

  • connecting Nest before setup was finalised

Review the following:

  • employee company assignments

  • payroll memberships

  • pension groups

  • pension eligibility

⚠️ Important: Once a Nest integration is connected, eligible employees may begin syncing automatically.

Always confirm company file assignments before connecting Nest.


Credentials appear correct but employees are not syncing

If employees are not syncing even though credentials appear correct, check:

  • delegate permissions within Nest

  • whether the correct Nest scheme exists

  • whether the correct pension groups exist

  • whether the correct employer number is being used

  • whether the Nest account has been fully configured

If pension management was previously handled by an accountant or external payroll provider:

  • they may need to transfer delegate access or permissions

  • or provide updated login credentials


Pension provider not appearing

If the pension provider is not appearing during imports or enrolment:

  • wait for the provider sync to complete

  • confirm the integration has been created successfully

  • confirm credentials are valid

  • retry the sync if required

⚠️ Important: Initial provider syncs may take up to 20 minutes.


Import validation errors

Validation errors may occur if:

  • required fields are missing

  • contribution percentages are invalid

  • enrolment statuses are invalid

  • employee identifiers do not match

  • company assignments are incomplete

  • pension groups are incorrect

Correct the errors in the CSV file before retrying the import.


Schedule mismatches

Schedule mismatches occur when Workforce pay frequencies do not match the configured Nest schedule.

Examples include:

  • monthly payroll linked to a weekly Nest schedule

  • 4-weekly payroll linked to a monthly Nest schedule

Schedule mismatches may cause:

  • failed contributions

  • rejected submissions

  • incorrect payment processing

Always confirm:

  • pay frequencies

  • Nest schedules

  • payment sources

  • pension groups

before sending contributions.


View past sync requests

You can review previous requests sent between Workforce and Nest, including contribution submissions and employee syncs.

Go to: Payroll > Payroll Settings > Pension Providers

Then:

  1. Open your Nest integration

  2. Click: View Past Requests

From here, you can:

  • review sync statuses

  • view returned error messages

  • identify failed submissions

  • retry requests after resolving issues

⚠️ Note: Nest syncs may take up to 20 minutes or longer depending on the amount of data being processed.

If requests do not appear immediately, check again later.


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