If you change pension providers or change an employee's pay frequency, you can assign a new pension scheme to one or more employees.

Create a new pension scheme

If you haven't created it yet, create a new pension scheme for your new pension provider or pay frequency.

Enter a leave date in the old scheme

Next, to stop contributions on the previous pension scheme, you need to enter a leave date in the old pension scheme.

How you do this depends on how many employees you need to update, and whether your employees end their scheme all on the same date.

Employees end their scheme on the same date

1. On the Employee List, select the required employees.
2. Click Tasks then click Global Changes.
3. Click Pensions then click Leave Pension Scheme.
4. From the dropdown menu, select the old pension scheme.
5. Enter the relevant Date Scheme left.
6. Click OK then click OK.

One employee to join, or employees end their scheme on different dates

1. On the Employee List, double-click the required employee.
2. Click the Pensions tab then click Manage Schemes.
3. Select the old pension scheme then click Edit.
4. Within the Left Scheme field, enter the relevant date then click OK.

Now you've recorded the old pension leave dates. The next step is to add your employees onto the new scheme. 

Move employees onto the new scheme

To start contributions to the new pension scheme, you need to assign the new pension scheme to your employees.

How you do this depends on how many employees you need to add, or whether your employees join the new scheme on the same date.

Employees join the new scheme on the same date

1. On the Employee List, select the required employees.
2. Go to Payroll then Change Process Date.
3. Set the process date to the new scheme join date.
4. Select Tasks then Global Changes.
5. Select Pensions then Add Pension Scheme.
6. From the dropdown menu, select the new pension scheme.
7. Select OK then OK.

One employee to join, or employees join the new scheme on different dates

1. On the Employee List, double-click the required employee.
2. Click the Pensions tab then click Manage Schemes.
3. Click Add.
4. From the Scheme Reference dropdown list, select the new pension scheme.
5. Within the Joined Scheme field, enter the date the employee joins the scheme.
6. Enter the required contribution values then click OK.

You've added your employees to the new scheme and can now move onto the final step.

Send pension data to the pension provider

Once you process payments with the new scheme in place, you can send your pension data from your software to the new provider. 

If you need help with setting this up in your software, visit the Pensions Help Centre and select the relevant options.