To launch the welcome wizard, click Company, then click NHS Pensions Settings. The Welcome window contains three steps to start using the NHS Pensions options. This setup window appears until you've completed all setup steps.
1. NHS Pensions settings Your first step is to ▼ configure your NHS pension settings. - To open the NHS Pensions settings window, click Do it now.
- Select the Activate NHS Pensions check box.
- Choose a pay factor.
- This can be either 52 or 52.1429 weeks, which is the equivalent of 52 weeks and a day
- This is typically determined by whether it's a leap year or not
- If you're unsure of which to choose, contact your pension administrator
- Click Save.
2. Create your new NHS tiered pension scheme Next, use the NHS Pensions module to ▼ create your new NHS tiered pension scheme. - To create your new tiered NHS scheme, click Do it now.
- Enter a name for the new scheme, then click Create scheme.
This creates a new pension scheme. The new scheme takes the next available reference in your list of pension schemes. You can see this pension scheme, and if required edit the details, by clicking Company, then Pension Schemes. If you're using v31.00.236, follow our how to enter new NHS pension legislation article to enter the legislation in effect from 1 April 2025. Scottish and Northern Irish NHS schemes When you create your new tiered NHS pension scheme using NHS Pensions, it uses the SCON and ECON for the English scheme. This is the only difference between the schemes. Therefore, if you're in the Scottish or Northern Irish scheme, you simply need to change these values. - To change the ECON - click Company, click Settings then enter the correct value in the ECON box
- To change the SCON - click Company, click Pension Schemes, select the NHS pension scheme, click Edit, then enter the correct value in the SCON box
3. Close the existing pension scheme tiers If you set up pension schemes manually for each tier, this step makes it easy for you to close those schemes. You may be new to Sage 50 Payroll, or you don't currently use the software to process NHS pensions. In this case, select the I don't need to complete this step check box. You don't need to complete the steps below. - To view existing pension schemes that are currently in use, click Do it now.
- For the schemes you're currently using to represent the NHS tiers, select the Close scheme check box, then click Save.
Employees on these schemes automatically transfer over to your new NHS tiered pension scheme. The existing schemes cease being active from the last day of the tax period you last paid them. For example, for a monthly employee last paid on 25 November, their existing pension scheme ceases on the last day of the tax month, 5 December. The new NHS scheme takes over from 6 December. To complete the Welcome wizard, click Close.
Assign employees to the NHS Pension scheme Before you start using NHS Pensions, ▼ assign the tiered scheme to the relevant employees. If you closed any previous manual schemes in Step 3 of the welcome wizard, your software has completed this step for you. Complete this if you didn't complete the previous step, or if you have employees not currently assigned to an NHS Pension scheme. You can do this one of two ways, individually or globally. Individually - Double-click an employee's name on the Employee List.
- Click Pensions, then Manage Schemes.
- Click Add.
- In the Scheme Reference drop down box, select the NHS Pension Scheme.
- If required, amend the Joined Scheme date.
- Click OK, then Close.
- Click Save, then Close.
Globally - From the Employee List, highlight your employees.
- Click Tasks, then Global Changes.
- Click Pensions, then Add Pension Scheme.
- In the drop-down box, select the NHS Pension Scheme.
- Click OK, then Yes, then OK.
Check payments To ensure the hours you record against the relevant pay elements count towards an employee's pensionable hours,▼ check your pay element settings.  NOTE: If you aren't certain which pay elements to include for Pensionable Hours, contact your pension administrator.
- Click Company, then Pay Elements.
- Select the relevant pay element, and click Edit.
- Select or clear the Pensionable Hours check box as required.
- To include the payment in additional pension contribution (APC) calculations, select the Pension (APC) check box.
- Click OK, then OK.
Repeat this step for any payments you need to check.
Enter NHS legislation If you're using v31.00.236 and haven't already entered your NHS legislation, do this now. For help with doing this, follow the how to enter new NHS pension legislation article.
Next steps
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