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Process a join request

Created on  | Last modified on 

Summary

How to process a join request for an entitled worker in Sage Payroll.

Description

A join request applies to an entitled worker. They can join a pension scheme but it doesn’t have to be a qualifying scheme. You don’t have to make any employer contributions. See our list of Common pension terms.

 NOTE: A Join request isn’t the same as a Opt-in request. 

Resolution

  1. Process the pay run as normal until the PAY stage.
  2. Select the relevant employee.
  3. Select Join.
  4. Enter the following information:
Request received Enter the date you received the join request from your employee.
Pension scheme Choose the scheme the employee is to contribute to.
Pension plan or group Choose the specific pension plan or group the employee is to contribute to.
Payment source Choose the payment source relevant to the employee. This is only applicable to NEST pension schemes.
  1. Select Join.

The Edit Pay screen now shows that the employee as entitled and we’ve received a join request. If you want to edit their joining details, select Manage Enrolment. Next select Edit Join Request. Change the required details then select Amend.

 TIP: The Pensions Regulator (TPR) states the following. Once you receive a join notice, the first day of the next tax period is the enrolment date. If received after your payroll date, the enrolment date is the first day of the second tax period. 

▼Example 1

You pay an employee monthly. Your process date is 15 December and you receive the join notice on 14 December. This is before your payroll date. The employee’s enrolment date is 6 January, as this is the start of the next tax month.

▼Example 2

You pay an employee monthly. Your process date is 15 December and you receive the join notice on 16 December. This is after your payroll date. The enrolment date is 6 February, the first day of the second tax month period.

For employees you pay weekly, the start of the next period is the start of the next tax week.

Contributions occur in the pay period after the employee’s enrolment date.