An AEPN is an official instruction from NAERSA that specifies which employees to enroll, which employees to stop deductions for, the contribution rates to apply, and any status changes, such as opt-outs or suspensions.
⚠️Important: Always retrieve AEPNs before every payroll run, even if you believe nothing has changed or all employees are already enrolled in a company pension scheme.
Retrieve AEPN instructions
The system will fetch all AEPNs linked to your tax registration number and save a CSV file in the Report Centre.
To retrieve AEPN instructions, follow these steps in the Portal.
Click the Uploads tab then click Load Employee AEPN Certificates.
From the Company dropdown, select your company reference number.
Click OK.
📌Note: NAERSA updates AEPNs nightly, so always retrieve the latest version before processing payroll.
Print the NAERSA exceptions report
This report generates in the Report Centre, highlighting employees on the NAERSA file who are not in PeopleXD, identifying duplicate PPS numbers, and addressing employee ID mismatches.
To print the NAERSA exceptions report, follow these steps in Portal.
Click the Uploads tab then click Load Employee AEPN Certificates.
Click the Print NAESRA Reports tab.
From the Company dropdown, select your company reference number.
Click OK.
⚠️ Important: Investigate and resolve all exceptions before proceeding with payroll.
Clear down AEPN records
When you retrieve AEPNs, the instructions are stored in an interim holding table until they are applied during payroll validation. You can clear this table if you need to re-retrieve AEPNs or resolve data issues.
To clear records from the interim holding table, follow the steps below in Portal.
Click the Uploads tab then click Load Employee AEPN Certificates.
From the Company dropdown, select your company number.
Click Cleardown Records.
View AEPN details on an employee record
To view AEPN details associated with an employee's pension record, follow these steps in the Portal.
📌Note: This screen shows the currently active AEPN instruction. To view history, use the AEPN Certs Enquiry screen.
Click Employee then in the Search Name field, search for the relevant employee.
Click View then click the Pension tab.
Click the relevant pension scheme then click the three dot icon.
Click Edit then click Auto Enrolment.
View AEPN history
To check the AEPN download history for an employee, follow the steps below in Portal.
Click Enquiry then click AEPN Certs Enquiry.
In the Search Name field, search for the relevant employee.
View validation reports
After running the payroll validation (Pay140), the system automatically applies AEPNs to employee pension records. To review the results, follow the steps below.
Click Manage Payroll then highlight the relevant pay group.
Click Payroll Checking then click Control Reports.
Select the following report:
AEPN Update Report: Displays employees with updated AEPN instructions and any exceptions.
Auto Enrolment Report: Shows Revenue Gross Pay along with calculated employee and employer contributions.