The pension scheme reference number appears here. The software creates this and uses it to identify the scheme.
Description
Enter a name for your pension scheme here, this box takes a maximum of 30 characters.
Type
From the drop-down list, click the type of scheme.
SCON
You don't need to enter anything in here as the scheme contracted out number (SCON) is no longer required.
Qualifying Scheme
If the scheme is a qualifying scheme for automatic enrolment, select this check box.
Use Qualifying Earnings for pensionable pay
To calculate the pension contribution based on qualifying earnings, select this check box.
Qualifying Earnings uses a lower and upper threshold onto pay used in the pension calculation. For the 2024/25 tax year, only pay from £6,240 to £50,270 per year is included in the pension calculation with this option enabled.
Scheme minimum contribution (Total of Ee and Er)
This updates automatically if you enter a value in the Minimum Contribution (period) boxes on the Employee and Employer tabs.
Minimum Employment Period (Months)
If the scheme is a qualifying scheme for automatic enrolment, leave this section blank. If you need to apply a minimum employment period before enrolment you can apply a postponement. How do I postpone a pension assessment?
Go to the Pension window, select the Employee tab.
Under the Contribution heading, click the dropdown box.
Choose Fixed Amount or Percentage then enter the required contribution amount.
If contributions are percentage based, select an option:
Apply to all Pensionable Earnings: Calculate pension contributions on your employee's total pensionable pay
Restrict to Statutory N.I Upper/Lower bands: Uses NI thresholds to limit pensionable pay
Restrict to Specific Upper/Lower Bands: Enter your own bands to limit pensionable pay
If the scheme has a minimum contribution enter this in the Minimum Contribution (period) box.
If applicable, enter the maximum annual employee contribution in the Maximum Contribution (annual) box.
Under the Settings heading, enter the following information:
Calculate Minimum Rebate: Select this checkbox for payroll to automatically calculate the NI contracted out rebate, also known as the minimum contribution to a contracted out scheme. This option isn't available for all schemes
Include Rebate and Amount: Select this checkbox to deduct the minimum rebate amount in addition to the main pension contribution. This option isn't available for all schemes
Include statutory payments: When this checkbox is selected your software includes statutory payments in the pension calculation
Deduct Before Tax: This setting isn't available for all scheme types except Other and Master Trust. Select this checkbox to deduct pension contributions before tax. In Salary sacrifice schemes this box will be Reduce Gross Salary and is selected by default
Go to the Employer tab In the pension scheme window.
Under the Contribution heading, select the dropdown box.
Choose Fixed Amount or Percentage as required and enter the contribution amount.
If contributions are percentage based, select an option:
Apply to all Pensionable Earnings: Calculate pension contributions on your employee's total pensionable pay
Restrict to Statutory N.I Upper/Lower bands: NI thresholds limit pensionable pay
Restrict to Specific Upper/Lower Bands: Enter your own bands to limit pensionable pay
If the scheme has a minimum contribution enter this in the Minimum Contribution (period) box.
If applicable, enter the maximum annual employee contribution in the Maximum Contribution (annual) box.
Under the Settings heading, enter the following information:
Calculate Minimum Rebate: Select this checkbox for payroll to automatically calculate the NI contracted out rebate, also known as the minimum contribution to a contracted out scheme. This option isn't available for all schemes
Include Rebate and Amount: Select this checkbox to deduct the minimum rebate amount in addition to the main pension contribution. This option isn't available for all schemes
Include statutory payments: If you select this checkbox your software includes statutory payments in the pension calculation
Go to the Provider tab in the pension scheme window.
Select your pension provider in the Provider dropdown menu. If your provider isn't in the list, select Other. TIP:If you've set up Pensions Data Exchange the Provider dropdown menu isn't available.
Enter your pension provider's details in the Provider Details section.
In the Provider Payment Details section, enter your pension provider's payment details.
In the Administrator Details section, enter the details of your point of contact at your business for pensions.
To save the pension scheme details, select OK then Close.
NOTE: 
TIP: