If you don't subscribe to the pensions module, you must follow steps on our separate guide automatic enrolment phasing - increase the contribution rates manually >

When you process the first period of a new tax year, the phasing wizard helps you check your pension contributions are compliant. The wizard applies the standard total contributions of 8%, with minimum 3% from the employer. 

If you operate a Type 3 pension scheme with 7% total contributions, you need to follow the steps in this guide to complete the phasing wizard.

If total contributions for any of your employees is below 8%, the phasing wizard flags this as below the regulatory minimum.

With a tier 3 scheme you must run the phasing wizard with rates set to the 8% minimum first. Once you've done this the phasing wizard won't reappear this tax year, and you can amend the rates on your scheme back to the required tier 3 amounts.
 NOTE: The phasing wizard is mandatory. You must complete it to process the first period of the tax year.

Update to Tier 3 certification

• If you haven't yet completed the Phasing Wizard for the 24/25 tax year, for example you haven't processed period one yet, follow steps 1 to 17 below
• If you've already completed the Phasing Wizard this tax year, for example your scheme is changing to tier 3 mid tax year, follow steps 6 to 17 to update your rates to tier 3

1. Click Payroll, then click Change Process Date.
2. Set your process date to your first pay date in the 2024/25 tax year.
3. Select a single employee.
4. Click Enter Payments you don't need to actually pay the employee now.
5. The Phasing Wizard opens, complete this and uplift to the 8% minimum.
    TIP: For help to complete the phasing wizard, visit our guide automatic enrolment phasing - update the percentages using the pensions module >
6. Click Close in Enter Payments.
7. Click Change Process Date.
8. Set your process date to 05/04/2019.
9. Click Company then Pension Schemes.
10. Select the pension scheme you want to be on the type 3 certification and click Edit.
11. Select the Employee and Employer tabs and change to the contributions you wish to use.
12. Press OK and Close.
13. Open the employee record for an individual on this pension scheme.
14. Click the Pensions tab, then click Manage Schemes.
15. Select this scheme and click Edit.
16. You can check here that the contribution rates are correct. You can also edit contributions here for each employee if required.
17. Click Change Process Date, set this to your next pay date in 2024/25 ready for processing, the pension schemes will now be on the 7% minimum.

NOTE: Visit our handy guide if you see the error - 'Failed to update pension schemes in the pensions module during this process. 

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