Standard Interface File (SIF) upload template and process.
**Please note you are responsible for the accuracy of the information entered by you on the SIF file. Please check all information is correct before uploading to the platform
What is the SIF?
The SIF is the template you need to input and complete with the data of your employees for the initial joining of the retirement plan and then on an ongoing basis following the frequency of your internal payroll processes; this may be weekly, monthly etc.
***The SIF is used to change and update employee details, such as address or email. If you are changing the DOB and/or Employee ID you will need to contact the team -[email protected]
When is the SIF used?
1. Add Members to the Retirement Plan.
2. Upload Contributions for Members to the Plan
3. Make Changes to Employee Details e.g. Address
4. Notify New Ireland if a member leaves the plan.
Completing the SIF
The link below gives you a colour coded template to help you complete your SIF
Important: editing of the headers in the first row is not allowed |
**Do not Delete Row 1 (Headers) even if the column is noted as ‘Optional.
Completing the SIF for employees joining my retirement plan
For employees joining your retirement plan you need to include them in this file.
To onboard new members
Completing the SIF with Member Contributions
Once a member has opted in, contributions must be remitted.
Refer to the SIF Template for the details to be included in respect of these contributions.
Saving and uploading the completed SIF
You will need to save the completed SIF as file type CSV UTF-8 Comma delimited if this version is available on your machine or the alternative is CSV Comma delimited.
You then need to log in to your New Ireland MyPension365 Employer/Advisor portal and follow the steps to upload your file.
What should I do if the upload process is unsuccessful?
If you are presented with a Partial Success or Fail upon upload, you should view the errors on screen, open your excel workbook version of your file (not the csv) make the necessary changes to correct the errors, save in excel workbook format, then convert to a new csv file again and re-upload.
Please see SIF troubleshooting guide here.
What should I do if I have noticed an error within the SIF after uploading?
If after a successful upload you notice incorrect information was uploaded, you will need to amend the Excel workbook version of the file with the correct data, save, then convert to a new CSV file and re-upload. Your new correct file will automatically overwrite the old incorrect file. This can only be done if the contribution collection process has not started.
Once your upload is successful the status will automatically update to reflect this.
Important: Please check the data in the file is completed correctly on the first upload |
SIF template- Important points
● You need to save the file as file type CSV UTF-8 Comma delimited if you have this version on your machine otherwise CSV Comma delimited is also accepted.
● The platform will not accept special characters in address fields, these must be alpha-numeric only
● No column headers should be removed or edited in Row 1
● No additional column headers should be added
● Fields marked as Mandatory (denoted as dark green and orange coloured columns) must be completed with a valid input
● Fields marked as optional (denoted by lighter green coloured columns) can be left blank. If completed the input must be valid
● Fields marked as conditional (denoted as blue coloured columns), these are ad hoc columns so should remain blank on each monthly upload unless the applicable Column data is required.
● Please refer to our colour coded SIF for further guidance
For all important queries or issues with the SIF please email - [email protected]