An opt-in request can be submitted when an employee isn't eligible to be automatically enrolled, but would still like to join the pension scheme.

It's easy to opt an employee into your pension scheme, just follow the steps below.

NOTE: If you need to process an opt-out/leave request, you can follow the steps in our How do I process opt-out/leave requests in the Pensions Module? >

When you receive a valid opt-in request, you can enter it into the Sage 50 Payroll Pensions Module.

1. Click Payroll, then click Pension Assessment.
2. Take a backup when prompted, then select the employee you want to opt in using the checkboxes on the left.
3. Click Opt-in/join then in Request received enter the date you received the opt-in notice.
4. If you'd like to attach the opt-in notice, click the paperclip then browse to the employee's opt-in file then click Open.
5. Select the scheme from the list. For non-eligible jobholders, only qualifying schemes appear on the list. For entitled workers, all of your pension schemes appear.
6. Click Opt in then click OK.

That's all done, you've processed the request.

When do contributions begin?

The employee's contributions begin after their enrolment date. Their enrolment date is set based on when you receive the opt-in notice.

If you receive the opt-in notice:

• Before your next payroll date, the enrolment date is set as the first day of the next tax period
• After your payroll date, the enrolment date is the first day of the second tax period