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:
Pension Group: Select the appropriate pension group associated with the client.
Pension Provider: This field will be pre-filled based on the selected pension group.
Employee's Contribution Override: If you need to override the default employee contribution percentage, enter the new value here. It can be either a percentage or a fixed amount (£).
Employer's Contribution Override: If you need to override the default employer contribution percentage, specify it in this field. It can be either a percentage (%) or a fixed amount (£).
Employee's AVC (Additional Voluntary Contribution): You can enter an additional voluntary contribution amount for the employee, either as a percentage (%) or a fixed amount (£).
Worker Type: Defines the employee's pension eligibility status, which can be: Entitled, Non-Eligible, Eligible, or No Duties. This status will be updated after a payroll run if the employee is part of the pension scheme.
Enrolment Status: Indicates the employee's pension enrolment status, which can be: Auto-Enrolled, Postponed, Opted-out or Opted-in. This status will also be updated after a payroll run if the employee is in the pension scheme.
Saving and Exiting the Setup
Once all needed details are entered, click "Save" to proceed. At any point, you can click "Exit Setup" to leave the setup process and complete it later.
Note: You can use the section indicator at the top to navigate to the relevant 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 "Manage Clients" list.
Find the client 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. It will open a page with a list of sections.
In the Pension section, you will have two options based on the initial setup
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.
More: If the pension scheme is already present, click "More" to update the pension details.
A slider will appear displaying all the fields; please make the necessary changes. Please click "Save" to save the details.
If no changes are required, simply click the "Close" icon
at the top-right corner of the slider to exit.
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