The SIF is the template you need to complete with the data of your employees for the initial joining of the retirement plan. The same master file will be used on an on-going basis to upload contributions monthly.
The SIF acts as the Master file and is used to change and update employee details, such as name, address or email. If you are changing the date of birth or employee ID of an employee you will need to contact the team at [email protected].
Important points
You need to save the file in CSV UTF-8 format when uploading. This is explained in more detail in ‘The SIF – Saving and uploading the completed SIF.’
The CSV UTF-8 file should be treated as a single-use file.
Any amendments to the SIF should be made in Excel format.
The platform will not accept special characters in any of the address fields for example commas or dashes, these fields must be alpha numeric only.
No column headers in Row 1 should be removed or edited
No additional column headers should be added.
Fields marked as mandatory must be completed with valid input
Fields marked as optional can be left blank, If completed the input must be valid.
Fields marked as conditional will be mandatory or optional depending on circumstances.
For further information in relation to the SIF, please refer to the 'SIF guide'.