Editing a Pension Scheme Provider Details

Workmax allows you to edit the details of a pension scheme provider, as follows:

1. Sign in to your "Workmax" account with an admin account.
2. Go to the "Pensions" section.
3. Select the pension scheme you want to edit.
4. Click on the "Edit" link in the "Pension Provider Details" section.
5. Enter the provider details
   • Account Number
   • Staging Date
   • Payment Source (Nest)
   • Website (Optional)
   • Telephone Number (Optional)
   • Address (Optional)
   • Payroll and Pension Data Interface (PAPDIS) Details
     • Version, choose from the options:
       • "PAPDIS 1.0"
       • "PAPDIS 1.1"
     • Provider ID
     • Employer ID
   • Opt-Out Window
6. Click on the "Save" button.

Workmax will now update the pension scheme provider details. If you have any questions or need help, please contact Workmax Support.