Add UK Pension Records

When you add a pension record for an employee, select the following worker category and member status combinations to create a valid record, otherwise an error message is shown.

Valid worker category and member status combinations

Worker Category	Member Status
Eligible Jobholder	Auto-Enrol
	Cease Membership
	Opt-In
	Opt-Out
Entitled Worker	Cease Membership
	Inactive
	Joiner
Non-eligible Jobholder	Cease Membership
	Inactive
	Opt-In
	Opt-Out
	Joiner
No Employer Duty	No Employer Duty
Other Qualified Scheme	Inactive
Deferred	Postponed

To add a pension record for an employee:

1. Go to People, open the employee profile, and click Payroll > Pension.
2. Click Add.
3. In the General section, set the following required values:
   1. Pay Period Start Date: Enter or select the start date of the relevant pay period.
   2. Worker Category: Select one of the following options:
      • Deferred
      • Eligible Jobholder
      • Entitled Worker
      • Non-eligible Jobholder
      • No Employer Duty
   3. Member Status: Select one of the following options:
      • Auto-Enrol
      • Cease Membership
      • Inactive
      • Opt-In
      • Opt-Out
      • Postponed
      • No Employer Duty
      • Joiner
   4. Deferral Date: (Optional) Enter or select a date if you need to postpone an employee's assessment or override the employee's deferral date.
   5. First Enrollment Date: (Optional) Enter the date when the employee is eligible for the first time to participate in the pension scheme used for auto-enrolment. This field is enabled if you selected the Auto-Enrol, Opt-In or Joiner member status.
   6. Letter Issued Date: Enter the date when the pension letter was issued to determine when payroll should apply refunds for the pension record. This field shows only if you selected the Eligible Jobholder worker category and Auto-Enrol member status.
   7. Employee Contribution % and Employer Contribution %: (Optional) Enter the percentage value for the employee and employer contribution 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.
   8. 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 the fields.
   9. The Employee Contribution % and the Employer Contribution % fields are enabled if you selected the following:
      • Eligible Jobholder worker category and Auto-Enrol or Opt-In member status.
      • Entitled Worker worker category and Joiner member status.
      • Non-eligible Jobholder worker category and Opt-In or Joiner member status.
   8. Plan Name: 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, ensure that the pay period dates fall within the plan's effective dates.
4. Click Save.

Dayforce validates the record and displays any warnings or errors in the Problems panel.

Any existing records that are older than the record you have added end one day prior to the start date for the record you've added.