How do I create a de-enrolment file?

You can de-enrol an employee if you have enrolled them accidentally or with an incorrect start date or enrolment type.

Step 1 – download the CSV file.

• Download the Nest template by clicking CSV templates (ZIP).
• Open the folder ‘NEST CSV templates’.
• Open the file ‘CSV_converter_enrol_workers’.
• Once the file is open, click ‘Enable Content’ to enable macros and then click on the ‘Data’ tab at the bottom of the sheet.

Step 2 – Enter your details.

• Enter your Nest employer reference number starting with EMP.
• Select the 'Process type' as 'DE - for Enrolment Cancellation' from the drop down.
• Enter 'Total number of member records', that is the number of employees to be de-enrolled.

• Enter the details for the employees you want to de-enrol: 

1. Surname
2. Date of birth
3. National Insurance (NI) number or alternative unique identifier (if NI number is unavailable)
4. Gender 

• You can find the employee’s details from the ‘Manage workers’ area of your Nest homepage.

Step 3 – Create your file.

• Click ‘Generate file’ and save the file on your desktop in CSV format.
• Please do not open the file after saving as this may corrupt the file.

• Once the file is created, you can upload it to your Nest account. To do this, please see How can I de-enrol a member by file upload?