Add Join Notification Records

Dayforce Implementation Guide
Version
R2025.1.1
Add Join Notification Records

An employee who is an entitled worker can join the pension scheme used for auto-enrolment. An entitled worker who joined the pension scheme can opt-out or cease membership. You can create join notifications for the following employees:

  • Entitled worker who is eligible to join
  • Eligible job holder who is qualified to auto-enrol
  • Non-eligible jobholder who is qualified to opt-in

Employees must already have a pension record in Dayforce before you can add a join notification record. If an employee doesn't have a pension record, you'll need to manually add one first (see Add UK Pension Records).

You can add join notification records for employees with the following worker category and member status combinations:

Valid worker category and member status combinations
Worker Category Member Status
Entitled Worker Cease Membership
Entitled Worker Inactive

To add a join notification record for an employee:

  1. Go to People, open the employee profile, and click Payroll > Pension.
  2. Click Join to open the Join Scheme dialog box.
  3. Enter a date in the Date Joining Notification Received field. The current date is shown by default. The date of the notification cannot be before the date range of the current pension record or on a pay period start date.
  4. In the Employee Contribution % and the Employer Contribution % fields, enter the percentage values for the employee and employer contributions in the pension scheme used for auto-enrolment. You can enter a minimum value of zero, a maximum value of 100, and use up to two decimals. The values entered in these fields are passed to payroll when the Calculate Payroll background job runs.
  5. Note: You can enter zero as the percentage value in either the Employee Contribution % or the Employer Contribution % field. You cannot enter zero in both fields.
  6. In the Plan Name field, select a retirement plan. This drop-down list shows only published retirement plans with an auto-enrolled option. If the reference code differs from the plan name in the plan setup, the reference code shows along with the plan name. To select a plan, in the Date Joining Notification Received field, ensure that the date selected falls within the plan's effective dates.
  7. (Optional) Enter any notes in the Comments field.
  8. Click Join.
  9. Click Save and Dayforce updates the existing record.