Solution Properties
Solution ID:
222001000101490
Last Modified Date:
Tue Jan 16 12:20:34 UTC 2024
Taxonomy Path:
Case category//How do I...//governmental/legislative compliance
Author:
[email protected]
Adding a pension scheme to an employee
Description

If you have set up Pension schemes in Payroll, you can add a pension deduction to an employee. You do this when you process their pay.

Each employee can have only one pension scheme deduction.

Make sure you add the correct type of pension scheme.

If there’s an existing pension scheme assigned to them, you must remove this first.

Cause
Resolution

Add an Automatic Enrolment pension to employees:

For the following steps the company should already be set up for Automatic Enrolment. Read our guide Automatic enrolment - the Basics.

  1. Select the Pay Runs tab, then select Process Pay Run.
  2. Continue with the process as normal until the Edit Pay stage. Enter all usual payments and deductions
  3. Look at the bottom of the Deductions section. There is a bar entitled Pension Assessment.
  4. The status on this line may differ depending on the employee's age and earnings. If the scheme should include the employee, the status should be Auto-Enrolled.
  5. You may need to opt in the employee if this is not the case. Here is our guide on the Pension Assessment and Useful Terms.

Add workplace pension to employees:

  1. Select the Pay Runs tab.
  2. Select Process Pay Run.
  3. Continue with the process as normal until the Edit Pay stage. Enter all usual payments and deductions
  4. Select Add Deduction. 
  5. Select Add a new Workplace Pension.
     NOTE: This option is only available once you’ve created at least one pension scheme. 
  6. Select the pension scheme and group.
  7. Select the Payment Source (NEST pension only).
  8. Select Save.
  9. 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.


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