Hypertext: Object Class - Class to which a document belongs.
Document Name
PYGB_PAE_EDL_03
Use
This report uploads the employees' opt out information present in the spreadsheet (saved in CSV format) on to the Opt Out tab of Pensions Reform (3297) infotype and at the same time it updates Pension Details (0071) and National Insurance Details (0069) if those columns have been supplied.
Note
Opting-Out (by Non-Eligible Jobholders that have opted in or Eligible Jobholders that have been Auto-Enroled) means that the IT0071 record that was created now needs to be deleted. So the DELETE column needs to be set.
Contractual Leaving (by any category of worker) is performed according to the scheme rules and so the DELETE column should only be set if the scheme rules allow a full refund otherwise the NEW_ENDDA field should be used instead to delimit the IT0071 record.
Requirements
The CSV file must have the same column format is the structure P08_PAE_OO_FILE and dates in the CSV file must either be DD.MM.YYYY or DD/MM/YYYY (no other format will be converted correctly).