Adding a pension scheme to an employee

Solution Properties

Solution ID:

222001000101490

Last Modified Date:

Thu Nov 13 15:47:21 UTC 2025

Taxonomy Path:

Case category//How do I...//governmental/legislative compliance

Author:

Adding a pension scheme to an employee

Description

If you have set up a Pension scheme in Payroll, you may need to add the pension deduction to the employee.

This depends on if it's an automatic enrolment pension and what the employees worker category is.

NOTE: Each employee can have only one pension scheme deduction. If they have an existing pension deduction, remove this first.

Cause

Resolution

Sage automatically assesses the employee when you run the payroll. If they meet the enrolment criteria, Sage adds the deduction line.

Otherwise you can Opt in or Join the employee to the pension scheme.

The status on this line will differ depending on the employee's age and earnings.

If the employee hasn’t been auto enrolled, then you’ll have the option to Opt in or Join.

For none automatic enrolment scheme pensions, you have to add the pension deduction manually.

Select Summary from the menu bar.
Select Process Pay Run.
Process as until the PAY stage.
Select Add Deduction.
Select Add a new Workplace Pension.
NOTE: This option is only available once you’ve created at least one pension scheme.
Select the pension Scheme and Group.
If required, select the Payment Source.
Select Save.
Repeat the process for any other employees who need a pension scheme.

You can delete the deduction from the employee record. Select the cross button next to the deduction when you process the employee pay.

Steps to duplicate