Enables you to select the NEST supplied CSV file to bulk opt out employees from NEST schemes. The opt out date is updated for all valid employees included in this file. The name of the supplied CSV file is in the format: OO_<NEST Employer Reference>_< Date & Timestamp>.csv, which must not be altered.

Note: The CSV file should be located on your local PC or in the directory specified in the DIRECTORY > WPR > NESTOO system parameter by your system administrator. If this system parameter is blank, the default data directory on the ResourceLink server is used instead.

General

On Server

Select this check box if the NEST Opt Out CSV file you want to load is located on the server or leave blank if the file is on your local PC.

CSV File Name

Enter the name of the CSV file, or click window to display either a file upload window or Select Server File (depending on the file source) where you can browse for the required NEST Opt Out CSV file.

Report Only

Select this check box to validate the file without updating the database and generate the reports.

Click CONTINUE to load the CSV file and update the opt out date for included employees or validate the file as indicated. Output Selection is then displayed, where you can select the report output options and print the following reports: Records Applied Report, Rejected Records Report (if there are errors) and the Refund Contributions Report.

MD78S14