Enable Smart Pensions Integration

1. Select a Company from the ‘Companies List’.
2. Hover over the ‘Companies’ tab in the menu bar.
3. Click ‘Details’ when the tab drops down.
4. Click ‘Edit’.
5. Click ‘Client Settings’.
6. Select ‘Yes’ from the drop-down alongside the smart pensions enabled option.
7. A box will appear underneath; enter your external pension reference details.
8. Click ‘Save’ at the bottom of the page.

• If the option for ‘Smart Pensions Enabled’ is not showing, please contact our support team.