How do I add members to an exception schedule?

Exception schedules should only be used when you’re unable to make a contribution for a member through your contribution schedules. For more information please see How do I create an exception schedule?

There are three ways in which you can add members to an exception schedule:

• clicking ‘Edit/Pay’ next to the schedule you want to work on via Manage your exception schedules and click ‘Add member’
• uploading a file
• Secure File Transfer Protocol (SFTP)

Adding members manually

If you just have a few members to include in the exception schedule, you can search and add them individually. To do this you need to click ‘Add member’.

Once you’ve located the member, click ‘Add this member’.

The member record will appear on the exception schedule with an updated summary. The next step is to add your employer and member contributions in the fields beside each member record.

Click ‘Save changes’ when you’ve added all your contribution information and then ‘Make payment’.

Uploading a file

If you’re uploading a file, you might find it helpful to read our Employer payroll guide (PDF) for guidance on how to complete the file information.

It’s important that you enter the correct reason for the exception schedule in your file. You also need to make sure that you include members in the file that match the reason for the exception schedule.

We’ll let you know if there are errors when you submit the file and you can make corrections through ‘View file upload history’ in the Manage your exception schedules area of your online NEST account.

To upload a CSV file using your NEST account, you can click ‘Upload file’.

You can find more information on how to upload a file and correct errors in How do I fix errors in my contribution file? Once you’ve corrected any errors, you can click ‘Make payment’ to begin the payment process.

File transfer

If you use file transfer to submit your exception schedule and you haven’t created an exception schedule online, we’ll automatically create one for you using the information you’ve sent us.

For more information about using file transfer please see the How do I transfer my file using SFTP?