Amend pension contributions

How to amend an employee's pension contribution rates in Sage 50 Payroll.

When you have multiple employees with the same pension scheme assigned to them, you can set different contribution rates for individual employees.

 NOTE: An exception to this is a COSR-type pension scheme. To set different rates for employees on this scheme type, create a separate pension scheme for each employee. 

1. Select Employee, then double-click the required employee.
2. Go to the Pensions tab then select Manage Schemes.
3. Choose the required scheme then click Edit.
4. Amend the rate as required in the fields beside Employer Contributions and Employee Contributions.
    NOTE: If required, you can also set a fixed amount contribution to contribute a set amount. 
5. Select OK then Close.
6. Select Save then Close.
   

The pension contribution for this employee now uses the new rates.

Temporary change

If the change is temporary, change their contributions back to the relevant rates before you process the next period requiring the original rates.

This could happen, for example, if you needed to process a fixed contribution for one month only. 

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