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How do I process opt in/join requests in the Pensions Module?

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This guide explains how to process an opt in request in Sage 50cloud Payroll.


An opt in request can be submitted when an employee isn't eligible to be automatically enrolled, but would still like to join the pension scheme.

It's really easy to opt an employee into your pension scheme, just follow the steps below.

NOTE: If you need to process an opt out/leave request, you can follow the steps in this handy guide. 


Watch the video

Follow the steps

Once you receive a valid opt in request, you can enter it into the Sage 50cloud Payroll Pensions Module.

  1. Click Payroll, then click Pension Assessment.
  2. Take a backup when prompted, then select the employee you want to opt in using the check boxes on the left.
  3. Click Opt in/join then in Request received enter the date you received the opt in notice.
  4. If you'd like to attach the opt in notice, click the paperclip then browse to the employee's opt in file then click Open.
  5. Select the scheme from the list. For non-eligible jobholders, only qualifying schemes appear on the list. For entitled workers, all of your pension schemes appear.
  6. Click Opt in then click OK.

That's all done, you've processed the request.

When do contributions begin?

When you process an opt in request your employee's enrolment date is set as the first day of the tax period after the one you're processing. This means that your employee's contributions begin in the tax period after the opt in is processed. 

For example, you process a monthly payroll on 20 July with a process date of 25 July and you process an opt in request. Your employees enrolment date is set as 6 August, as this is the first day of the next tax period. The employee's first contributions calculate in their 25 August payroll.