This article explains how to interpret the pension report for a specific pay period. The report contains comprehensive details about employee pension contributions, including personal information, earnings, and a breakdown of contributions.
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Accessing the Pension Report
There are two ways to access the pension report:
Via Payroll History:
Navigate to the Employee Dashboard for any client/edit any client.
Go to the Payroll tab, then select the Payroll History tab.
Choose the desired pay period.
Click the Reports icon and download the Pension Report.
When payroll is in progress (After locked status):
Navigate to the Employee Dashboard for any client/edit any client.
Open the Payroll tab, then go to the Current Period tab.
Click the Reports icon for the relevant payroll entry.
Understanding the Report Details
The pension report begins with a header showing the company name (client's name) and the pay period (including the tax week and current year). It then lists detailed information for each employee. Below is a breakdown of the key fields included in the report:
Employee Personal Details
Column Name | Description |
Title | Honorific (e.g., Mr, Mrs, Ms, Dr, Mx). |
Forename | Employee’s first name. |
Middlename | Employee’s middle name (if applicable). |
Surname | Employee’s last name. |
NI Number | National Insurance number |
Gender | Employee’s gender (e.g., M, F). |
Date of Birth | Employee’s birth date (format: DD/MM/YYYY). |
Employee Number | Unique Identifier of an employee assigned by the employer |
Address Line 1 | First line of the employee’s address. |
Address Line 2 | Second line of the employee’s address (if applicable). |
Town/City | Employee’s city of residence. |
Post Code | Postal code. |
Country | Country of residence |
Email Address | Employee’s contact email address |
EmployN
Column Name | Description |
Employment Start Date | Date the employee joined the company (DD/MM/YYYY) |
Company Name | Client Name |
Pension Scheme Reference | Unique identifier for the pension scheme |
Pension Provider Name | Name of the pension provider |
Pension Group Name | Name of the pension group |
Enrolment Status | Status of pension enrolment (Enrolment, Postponed, Opted-In, Opted-Out, etc) |
Employment Ended Date | Date the employee left the company (if applicable). |
Enrolment Date | Date the employee was enrolled in the pension scheme |
Re-Enrolment Date | Date of re-enrolment (if applicable). |
Opt-Out Date | Date the employee opted out of the pension scheme. |
Scheme Join Date | Date the employee joined the pension scheme. |
Opted-In Date | Date the employee opted into the pension scheme. |
Postponement Date | Date till contributions were postponed (if applicable). |
Scheme Leave Date | Date the employee left the pension scheme. |
Assessment Status | Status of pension assessment (Eligible, Non-Eligible and Entitled) |
Earnings & Pension Contributions
Column Name | Description |
Group Earnings Basis | How pensionable pay is calculated (Qualified Earnings or Pensionable Pay) |
Group Salary Sacrifice Indicator | Whether salary sacrifice is applied (Y/N). |
Pay Date | Date of payment (DD/MM/YYYY). |
Frequency | Payroll frequency (Monthly or Weekly). |
Gross Pay | Total earnings before deductions. |
Pensionable Pay | Earnings eligible for pension contributions. |
Employee Net Contribution | Employee pension contribution after tax |
Employee Gross Contribution | Employee pension contribution before tax. |
Employee SS Contribution | Employee salary sacrifice contribution (if applicable). |
AVC Contribution | Additional Voluntary Contribution (extra pension payments) (if applicable) |
Employee Contribution Combined | Total employee contribution (Net + Gross + SS + AVC) |
Employee Gross Contribution Refund | Any refunded contributions (if applicable). |
Employer Contribution | Employer’s pension contribution amount. |
Total Pension Contribution | Sum of employee and employer contributions. |
Pay Period Pension Start Date | Start date of the pension contribution period. |
Pay Period Pension End Date | End date of the pension contribution period. |
Grand Total Row: At the end of the report, a summary row displays the grand totals for Gross Pay, Pensionable Pay, Employee Net Contribution, Employee Gross Contribution, Employee SS Contribution, AVC Contribution, Employee Contribution Combined, Employee Gross Contribution Refund, Employer Contribution, and Total Pension Contribution.
Need Further Assistance?
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