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Generate a data source for the pension benefit statement

How to set up the data source from which the pension benefit statement extracts information.

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Written by Charlotte Alderson
Updated over 2 months ago

When generating an employee's pension benefit statement within Core Pension, you need to first generate the data source. To do this, follow the steps below in back office.

  1. Click CorePension then click Maintenance.

  2. Click View Employee Benefit Statements then click Tools.

  3. Select Letters then the Generate Letters Module screen appears.

  4. From the Letter Group drop-down menu, select Pensions.

  5. From the Letter Type drop-down menu, select the relevant type.

  6. From the Data Source drop-down menu, select PEN_PENSION_PERSON_MERGE.

  7. Click Generate Data Source.

  8. Copy the contents of the browser window to a Notepad text file.

  9. Save the file as a .doc file in the location C:\coreapps\temp.

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