As part of our November '22 release, the Pension screen (Bulk Transaction>Payroll>Pension) has been revamped. Most of the functionality is the same but there is one new feature in relation to Pension Refunds. Please feel free to click on either section to read more or read the article in full:
There is also a bug fix 🎉
Navigating the New Interface
From the landing page of the new interface, your filters and your actions to apply are in slightly different places. To apply a filter, click the button below in the top right hand corner:
A sliding screen will appear from the right and you will have all of the normal filters:
Once you have selected your filters and searched, you can apply the actions from the below:
Pension Refunds
To opt a person out, select the below action and date:
Select your person (or people) and click the green Opt-Out button:
Proceed on the popup...
...And a sliding screen will come from the right for your refund options:
As you will see, Refund All is available in the bottom left now (which refunds all of the pension deduction amounts in this employment) and you confirm your refund amounts in the bottom right.
We also now have a provision to refund more than what the worker has contributed as we were receiving a lot of correction requests if amounts were split over two employments. If you enter figures which are higher than the deducted amounts then there is a warning as per below:
As well as another warning when confirming the refund:
There is also now a column to show whether a worker is pending a refund:
Bug Fix 🔨
We have implemented a change so that workers with "Opted-Out" status will no longer show when actioning "Stop Contributions"