How to check or edit an employee’s pension contribution details You do this when you process the payroll. - Process the pay run as normal until the PAY stage.
- Select the relevant employee.
- Select Manage Contributions next to the pension deduction.
- Confirm the Employee Standard Contribution and Employer Standard Contribution percentages are correct, changing them if not.
- If the employee wants to make an additional voluntary contribution, change the Off toggle to On under Deduct Additional Voluntary Contribution.
- Complete the Additional Voluntary Contribution frequency and Additional voluntary Contribution type details as required.
- Select Save.
Employee deductions differ from those expected The pension deductions taken from your employees may not be the amounts you expect. The percentages aren't the only factor used in calculating the deduction. You may have to edit how the pension is set up. Each provider has different criteria so if you’re unsure of your settings, check with them. Select you provider below to see what information you need. ▼NOW Type of contribution? - Salary Sacrifice
- Contribution deducted before tax
- Contribution deducted after tax
What plan type is it? - 101 - Auto enrolment standard
- 102 - Auto enrolment standard
- 103 - Stepped saving
- 104 - Saving plus
- 105 - Matched saving
Editing the scheme Once you have the above information, enter it into payroll. ▼How to enter - Select Pensions from the menu bar.
- Find your pension scheme and select Edit Pension.
- Next to the Group/Plan name, select View/Edit.
- Select the required options.
 - Select Next.
- Select the required option.
 NOTE: These options can differ depending on your provider. - Select Save.
- Select Save again.
|