Payroll will only start assessing your employees when you reach your duties start date, sometimes referred to as a staging date. This is the date set by The Pension Regulator (TPR) which you must enter into the program. Payroll assesses all employees at this point and assigns them a worker category. After this, employees get assessed every time you process a pay run. New Payrolls Payroll uses the pay date that falls into the same pay reference period (PRP) as your duties start date. This date can be either before or after your first pay run. For employees who enroll onto the pension If your first assessment occurs before your staging date: - Payroll calculates a partial contribution
- It adds the partial contribution onto the next pay run
If your first assessment occurs after your staging date: - A normal contribution calculates with no partial amounts
 TIP: It’s common for the first pension deduction to be higher than you expect. This is because all staging dates are on the first day of the month. A tax month runs from the 6th to the 5th of the following month. This means the first pension deduction is for one month and five days rather than only one month.
Different types of worker Payroll assesses your employees and assigns a worker category. This determines whether they’re enrolled, or if they can opt in or join the scheme. For information on types of worker, read the Pension Regulator’s guide. Processing after your duties start date - The Deductions section on the Edit Pay screen displays the status of each employee.
If the system enrols an employee, a message appears at the Edit Pay stage of a pay run. You can use the Manage Enrolment options to: View the Employee Status report to: - To check the status of each employee
- See the pension scheme they’re paying into
- See their enrolment date
This report is only available once you enter your duties start date. |