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How do I change a member’s group by entering information for one member at a time into the website?

To change a member’s group, click either ‘Contributions’ or ‘Manage contributions’ from your NEST home page.

Click the ‘Edit/Pay’ arrow next to the earnings period that covers the date you want the group change to take effect.

Find the member you need to change groups for and click ‘Options’. If you need to move all members within a contribution schedule, you’ll need to complete the same process for each one of them.

Under Contribution options for this period select ‘Change member groups and pay contributions’ from the drop-down menu. You’ll need to enter the date for the group change and select the group you wish to move the member to.

The effective date you choose needs to be within the contribution schedule you’re using.

If the group change connects the member to a new schedule, you’ll need to only enter the contributions that are associated with the member’s current group. Any other contributions will need to be entered in the contribution schedule for the member’s new group created within 24 hours after clicking ‘Submit schedule’.

If a member is moving groups but both the groups appear in the same schedule, you’ll need to include both sets of contributions. There will be two sets of boxes to enter the member’s contributions, one for the old group and one for the new group they’re moving to.

Once you’ve entered the contribution information, click ‘Done’.

Click ‘Save changes’. Once you’ve checked all members in the schedule have the status as Member validated you can click ‘Submit schedule’. Please see What happens after I’ve changed a member’s group? for more information.

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