Firstly, navigate to Bulk transaction > Payroll > Pension
You will then be greeted with an 'Apply Action' box with multiple drop down options.
Opting a worker into pension early:
The system will automatically assess the workers eligibility on their pension auto-enrolment after their first payment has been processed however you can now opt the worker into pension earlier if you choose too. To do this, you will need to:
Select 'Opt In (Manual Assessment)'.
Select a date you want to opt the worker in from (this will need to be prior to their first payroll if you want to opt them in before processing their pay).
Select a pension type (in order for you to opt a worker in early, you will need to do your own manual assessment of the worker and decide whether they are 'Eligible', 'Non-eligible' or 'Entitled'.
Once you have selected an 'Apply Action', the system will generate a list of workers which can be manually opted in. You will need to select the worker(s) you wish to opt in by ticking the box to the left of their name. All workers selected here will have the same opt in date and pension type.
Note: If workers have a different opt in date, or pension type, you will need to do this process individually for each worker and amend the date/ pension type accordingly.
Once you are happy with your selection, you can hit 'opt in' and the workers will disappear from the below list as they have now been opted in ready for their next payroll.
Opting a worker out of pension:
Apply a “Apply Action" filter of “Opt Out” (this brings up all eligible people who can be opted out of their pension scheme
Select the person/people you want to opt-out of the pension by clicking the tick box next to their name
Fill out the “opt out date” box with the date you wish the opt-out to take effect. This will apply to all people you have selected
Press the blue “opt out” button
A slider will appear asking if you would like to refund the pension contributions these people have already made. You have 3 options:
Choose to refund all contributions - there is a specific button in the bottom left corner.
Choose to refund a portion of the deductions by adding the amounts in the EEs and ERs boxes highlighted below
Choose no refund by leaving the EE's Refund and ER's refund boxes with 0.00 value.
**Please make sure you are certain of the decision to pay out a refund as this is the only option you will get to action the refund of the pension.**
Once your happy with your refund amounts click on the blue refund button.
When you run the next payroll with an invoice for these people the refund will be processed. If they have no further hours to be paid you will need to process payroll without an invoice to process the pension refund. This will display on their payslip as “pension refund”