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How do I add a new group once I’ve set up with NEST?

If you wish to add a new group, you’ll need to click ‘Manage groups’ on your NEST home page.

Click ‘Add another group’.

Then click ‘Create group’.

You’ll need to enter the name of your new group, contribution level and earnings basis. If you’re using a payroll provider, please make sure these details match to what’s on their system when they exchange information with us.

You’ll also have an option to enter maximum contribution rates. If you’ve set an upper contribution limit we don’t expect you to pay the contributions up to the limit you’ve set. This can be useful if you or your workers sometimes want to pay more in the future without you having to change the upper contribution limit again.

When you set up a maximum contribution limit the system will automatically set it to 100 per cent. You can change it to an amount of your choice.

For instructions on how to set a maximum contribution limit please see How do I pay more than the minimum contribution rates I’ve entered in my group settings?

Once you’ve told us which contribution rates you’d like to use, we’ll ask you to set up an earnings period also known as a pay period by selecting a payment frequency.

The payment frequencies are monthly, tax monthly, weekly, tax weekly, four weekly and fortnightly. When you select the payment frequency the screen will show a list of options for how often you pay your workers, for example weekly. You’ll need to select one of the available options.

If you pay your workers differently, for example on a 4-4-5 basis please see Which payment frequency should I select if I have a 4-4-5 payroll? for more information.

You can set up more than one earnings period on your account if you need to. This could happen for example, when you have temporary weekly paid workers and permanent monthly paid workers. You’ll need to create a new group for each pay period.

For example, your payroll provider follows tax week rather than calendar week for 2019/20 tax year. This would run from Saturday to Friday as 6 April 2019 falls on a Saturday. This means the pay period or earnings period would be due to end on a Friday. You have an option to select a tax weekly or a tax monthly period. Please see How do I align my worker group to a tax period? for more information.

Once you’ve selected the payment frequency, we’ll ask you when your current pay period or earnings period is due to end. You’ll need to select the date when your current earnings period ends. We’ll use this to create your contribution schedules.

Please check this carefully before saving the information, as you can’t edit the dates once it’s set up.

We’d recommend you to check with your payroll provider which dates they’re using. If your payroll provider uses tax month rather than calendar month, this would run from the 6th to 5th of the next month. Similarly, this rule applies to weekly frequencies.

Once you’ve chosen the earnings period end date an example will appear using the dates you’ve told us. This example will be based on the current earnings period. You should check the example to make sure that it’s correct.

Click ‘Next’ to proceed. You’ll see the group setting that you’ve selected. If you’re happy with the settings that you’ve selected click ‘Confirm’. 

You’ll see a confirmation message that you’ve successfully created a new group.

You can move the workers to the new group through your online NEST account or by file upload.

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