In the Payroll > Pension screen in People, administrators can add, edit, and delete pension records, including opt-in, opt-out, and cease membership notifications, for UK employees. Click the expand icon to view the details of the pension record.
Before You Begin: The tools in the Pension screen allow administrators to manage pension records, notifications, and deferrals for auto-enrolled pension schemes. This feature is only applicable to organizations offering auto-enrolled pension schemes in the United Kingdom.
You can toggle between viewing current (records without an end date) or all pension records for employees using the Active/All switch:
All of the information included in an individual employee pension record except the Pay Date is duplicated in Pension Auto-Enrolment > Administration, and you can find detailed descriptions of that information in Pension record columns .
The Pay Date column is only populated in Opt-Out and Cease Membership notification records or enrolment records that were ended by an opt-out. This is described in Add Opt-Out and Cease Membership Notification Records.
You might need to manually enter a record for the following reasons:
- You want to enter a record for an employee who hasn't been assessed yet.
- You need to enter a record for an employee who was missed when the assessment for the pay period was run (for example, the employee record wasn't added in time).
- You need to enter an opt-in, opt-out, cease membership, or join notification record.
- You need to enter a notification of an employee's enrolment in another qualified pension scheme.
- You need to indicate that you have no employer duty to an employee.
- You need to edit any of the following information in a record: pay period dates, deferral date, worker category, or member status.
You might also need to delete a record entirely.
For information on adding, editing, copying, and deleting records, see the following topics: