Adding a pension scheme to an employee

How to add a pension deduction to an employee in Sage Payroll.

Description

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

This is depends on whether it's and 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.

Select the Pay Runs tab, then select Process Pay Run.
Continue with the process as normal until the Edit Pay stage. Enter all usual payments and deductions.
Look at the bottom of the Deductions section. There’s a bar entitled Pension Assessment.
The status on this line will differ depending on the employee's age and earnings. If the employee is Eligible, the status shows as Auto-Enrolled.
You may have the option to Opt in or Join the employee if this isn’t the case.

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

Select the Pay Runs tab.
Select Process Pay Run.
Continue with the process as normal until the Edit Pay stage. Enter all usual payments and deductions.
Select Add Deduction.
Select Add a new Workplace Pension.
NOTE: This option is only available once you’ve created at least one pension scheme.
Select the pension Scheme and Group.
If required, select the Payment Source.
Select Save.
Repeat the process for any other employees who need a pension scheme.

You can delete the deduction from the employee record. Select the cross button next to the deduction when you process the employee pay.