Edit provider details.

Edit provider details.

  1. Sign into your account as a Workmax admin
  2. Go to the “Pensions” section.
  3. Select your Pension.
  4. Click “Edit” in the “Pension provider details” section.
  5. Enter your provider details.
    • Account number
    • Staging date
    • Payment source (Nest)
    • Website (Optional)
    • Portal (Optional)
    • Telephone (Optional)
    • Address (Optional)
    • Payroll and Pension Data Interface Details
      • Version
      • Provider Id
      • Employer Id
    • Opt-out window.
  1. Click “Save”.

 

Workmax will update pension provider details.

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