Solution Properties
Solution ID:
222001000101490
Last Modified Date:
Tue Jan 20 10:54:07 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Adding a pension scheme to an employee
Description

If you have set up a Pension scheme in Payroll, you can add the pension deduction to the employee.

This depends on if it's an automatic enrolment pension and what the employees worker category is.

 NOTE: Each employee can have only one pension scheme deduction. If they have an existing pension deduction, remove this first. 

Cause
Resolution

Add an Automatic Enrolment pension to employees

Sage automatically assesses the employee when you run the payroll. If they meet the enrolment criteria, Sage adds the deduction line.

Otherwise you can Opt in or Join the employee to the pension scheme.

▼Check employees pension status
  1. Select Summary from the menu bar.
  2. Select Process pay run.
  3. Continue to the PAY window.
  4. Choose the relevant employee.
  5. In Deductions, check Pension Assessment.
  1. Select Summary from the menu bar.
  2. Select Process pay run.
  3. Continue to the PAY window.
  4. Choose the relevant employee.
  5. In Deductions, check Pension Assessment.

The status on this line will differ depending on the employee's age and earnings.

If the employee hasn’t been auto enrolled, you’ll have the option to Opt in or Join.
Pension assessment status.

Add workplace pension to employees

For none automatic enrolment scheme pensions, you have to add the pension deduction manually.

For more information, read Add a workplace pension.

Steps to duplicate
Related Solutions

Pension schemes

Assessing your employees' worker categories