Process opt-in/join requests in the Pensions Module

How to process an opt-in request in Sage 50 Payroll.

An employee can opt-in if they aren't eligible for automatic enrolment, but would like to be a member of the pension scheme.

NOTE: If necessary, you can process opt-out/leave requests in the Pensions Module.

When you receive a valid opt-in request, you can enter it into the Sage 50 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 checkbox 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.

You've processed the request and the employee is opted-in.

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When do contributions begin?

When you process an opt-in, pension contributions don't begin immediately. Instead, they start from the enrolment date, which is the first day of the tax period after you process the opt-in.

 NOTE: If you receive an opt-in notice, process it during the next pay run you process. 

If you receive an opt-in notice:

• Before you process the current tax period, the enrolment date is the first day of the next tax period
• After you process the current tax period, the enrolment date is the first day of the second tax period