Employees must already have a pension record in Dayforce before you can add an opt-in notification record. If the employee doesn't have a pension record, you'll need to manually add one first (see Add UK Pension Records).
You can add opt-in notification records for employees with the following worker category and member status combinations:
| Worker Category | Member Status |
|---|---|
| Eligible Jobholder | Cease Membership |
| Opt-Out | |
| No Employer Duty | No Employer Duty |
| Non-eligible Jobholder | Cease Membership |
| Inactive | |
| Opt-Out | |
| Other Qualified Scheme | Inactive |
To add an opt-in notification record for an employee:
- Go to People, open the employee profile, and click Payroll > Pension.
- Click Opt-In to open the Opt-In dialog box.
- Enter a value in the Date Opt-In Notification Received field. The date defaults to the current date.
- 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.
- 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.
- 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 Opt-In Notification Received field, ensure that the date selected falls within the plan's effective dates.
- (Optional) Enter any notes in the Comments field.
- Click Opt-In.
- Click Save and Dayforce updates the current record with the following values:
- Notification: Opt-In
- Notification Date: The date that you entered