Once you've Set up a pension scheme, you can easily assign it to an employee in their employee record. Let's do this now.

Before you start

If you do use the Pensions Module, you need to use the Pensions Assessment to automatically enrol, opt in or join your employee to a pension scheme.

Assign a pension scheme to an employee

1. Double-click the required employee, then click the Pensions tab.
2. Click Manage Schemes, then click Add.
3. Click the Scheme Reference drop-down and select the scheme, click OK then click OK.
   NOTE: If this is the employee's primary scheme, select it from the list then click Set as Primary.
4. In Annual Pensionable Salary, enter the employee's salary that's subject to pension deductions.
   TIP: Remember their pension may not apply to certain parts of their pay, such as overtime.
5. If you want to record a start date, you can enter this in Effective From.
6. To save the changes, click Close, click Save then click Close.

You've now assigned the pension scheme to your employee.

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