Adding a pension scheme to an employee

Summary

How to assign a pension deduction to an employee if they haven't been auto enrolled in Sage Payroll.

If you have set up a Pension scheme in Payroll, you can add the pension deduction to the employee.

This depends on if it's an automatic enrolment pension and what the employees worker category is.

NOTE: Each employee can have only one pension scheme deduction. If they have an existing pension deduction, remove this first.

Sage automatically assesses the employee when you run the payroll. If they meet the enrolment criteria, Sage adds the deduction line.

Otherwise you can Opt in or Join the employee to the pension scheme.

The status on this line will differ depending on the employee's age and earnings.

If the employee hasn’t been auto enrolled, you’ll have the option to Opt in or Join.

For none automatic enrolment scheme pensions, you have to add the pension deduction manually.

For more information, read Add a workplace pension.