 CAUTION: Don't confuse an Opt in requests with a Join request.
- Process the pay run as normal until the Edit Pay stage.
- Select the relevant employee, then select Opt In.
- Enter the following information:
| Request received | Enter the date you received the opt in request from your employee. | | Pension scheme | Choose the scheme the employee is to contribute to. | | Pension plan or group | Choose the specific pension plan or group the employee is to contribute to. | | Payment source | Choose the payment source relevant to the employee. This is only applicable to NEST pension schemes. | - Send your employee information to tell them they are now opted-in to a pension scheme. Read Opting in and joining (opens in new tab).
- Select Opt In.
The Edit Pay screen now displays that the employee is non-eligible and an opt in request received. To edit their opt in details select Manage Enrolment. Select Edit Opt In, and edit the required details. Select Amend.  TIP: The Pensions Regulator (TPR) states the following. Once you receive a join notice, the first day of the next tax period is the enrolment date. If received after your payroll date, the enrolment date is the first day of the second tax period.
Example 1: You pay an employee monthly. Your process date is 15th December and you receive the join notice on 14th December. This is before your payroll date. The employee’s enrolment date is set to 6th January, as this is the start of the next tax month. Example 2: You pay an employee monthly. Your process date is 15th December and you receive the join notice on 16th December. This is after your payroll date. The enrolment date is 6th February, the first day of the second tax month period.
For employees you pay weekly, the start of the next period is the start of the next tax week.
Contributions occur in the pay period after the employee’s enrolment date. [BCB:299:UKI - Personal content block - Dane:ECB]
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