MDP - Employee - Adding or Updating Pension Details

This article will guide you through the process of adding or updating your employee's pension details.

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Adding Employee Pension Details

When setting up a new employee, the fifth step involves adding their pension details. To complete this process, fill in the following fields:

Field	Description	Notes
Pension Group	Select the appropriate pension group associated with the company.
Pension Provider	This field is automatically populated based on the selected pension group.
Pension Scheme	This field is automatically populated based on the selected pension group.
Worker Type	Defines the employee's pension eligibility status. Available options include Entitled, Non-Eligible, Eligible, and No Duties.	This status is updated after a payroll run if the employee is part of the pension scheme. You can leave this blank for the system to assess in the employee's first payroll.
Employee's Contribution Override	Enter a revised employee contribution if you need to override the default contribution rate.	The amount can be entered as either a percentage (%) or a fixed amount (£).
Employer's Contribution Override	Enter a revised employer contribution if you need to override the default contribution rate.	The amount can be entered as either a percentage (%) or a fixed amount (£).
Enrolment Status	Indicates the employee's current pension enrolment status. Available options include Postponed, Auto-Enrolled, Joined, Not-enrolled, Opted-In, Opted-out and Left Scheme.	This status is updated after a payroll run if the employee is part of the pension scheme. You can leave this blank for the system to assess in the employee's first payroll. If the Enrolment Status is Left Scheme, enter the left scheme date in the Left Scheme Date field.
Employee's AVC (Additional Voluntary Contribution)	Enter an additional voluntary contribution for the employee.	The contribution can be entered as either a percentage (%) or a fixed amount (£).

The available Enrolment Status options depend on the employee’s selected Worker Type.

Worker Type	Available Enrolment Status	Fields
Non-Eligible	Opted-in, Left Scheme, Not-enrolled	Opted-In Date, Left Scheme Date
No Duties	Not Enrolled
Entitled	Joined, Left Scheme, Not Enrolled	Left Scheme Date
Eligible	Postponed, Auto-Enrolled, Opted-in, Opted-out, Left Scheme	Postponement Date, Auto-Enrolment Date, Opted-In Date, Opted-Out Date, Left Scheme Date

You can select one of the following options:

Save: Saves the data and proceeds to the next step in the employee creation process.
Skip: Skips the current section.
Draft: Allows you to save the section without filling all the mandatory fields.
Exit Setup: Exits the current screen and goes back to the employee list page.

Tip: Use the section indicators at the top to move between sections. For example, click Pension to go directly to the Pension section.

Updating Employee Pension Details

If you need to update your employee's pension details, follow these steps:

Navigate to the dashboard by clicking on the logo. This will take you to the Company List page.
Find the company and click the People icon in the corresponding row. This will open a screen displaying a list of employees.
Locate the employee you wish to edit and click on the Edit icon on the corresponding row.
In the Pension section, you will have two options based on the initial setup
1. Add: If no pension scheme was configured during the initial setup, you will see the + Add option. Follow the steps outlined in the Add Pension section to set up the pension.
2. More: If the pension scheme is already present, click More to update the pension details.
  1. Pension Provider and Pension Scheme details cannot be edited directly. The system will display the information that was stored when the pension group was originally assigned.
    
    If there are any changes to the company’s pension provider or pension scheme, you must reload the pension group to ensure the latest information is reflected in the employee’s record.
  2. Make necessary changes and click Save to apply changes.
  3. To discard any changes you have made and reload the previously saved data, select Reset.
If no changes are required, click the Close icon at the top-right corner of the slider to exit.