In Pension Auto-Enrolment > Administration, you can view detailed information about current (Active) or historical pension scheme records for several employees simultaneously and determine the worker category and member status of an employee.
Before You Begin: The feature described in this topic only applies to organizations offering auto-enrolled pension schemes in the United Kingdom.
When you open this feature, no pension records are displayed, but the Filter panel is open, by default. All of the available parameters are included in the filter set.
Filter parameters in the Pension Auto-Enrolment Administration screen
Filter Parameter
Function
Status
Use the Active/All switch to toggle between records that don't have a Pay Period End Date value (active records), and all records.
Employee Name
By default, the parameter returns records of employees whose names contain the value that you enter. You can update the operator from "contains" to any of the following: equals, is greater or less than, doesn't contain, begins with, and ends with.
Worker Category
The parameter returns records of employees in the selected worker categories.
You can update the operator from "in" to "not in."
Member Status
The parameter returns records of employees with the selected member statuses. You can update the operator from "in" to "not in."
Set the values as you require and click Apply Filter.
After you have filtered for the pension records that you want to work with, Dayforce displays the returned results sorted by employee name. If an employee has multiple records, those records are grouped together.
Pension record columns
Column Name
Information Displayed
Employee
The employee's name.
Pay Period Start Date
The start date of the pay period in which the pension record starts. This date can be in the past or in the future, but multiple pension records cannot have the same Pay Period Start Date value. Dayforce validates whether the date is a pay period start date, so you must check the employee's pay group and the pay period calendar dates for that pay group.
You can check an employee's pay group information in the Employment > Employment Settings screen of People in the Policies and Groups section of the Employment Status tab. You can check the pay period calendars for a specific pay group in Pay Setup > Pay Group in the Pay Calendars tab.
While usually you can't create a pension record with a pay period start date that precedes an employee's hire date, Dayforce allows this for records with the No Employer Duty worker category to ensure that the employee isn't assessed during their first pay period. In this case, enter the pay period start date of the pay period within which the employee was hired.
Pay Period End Date
The end date of the pay period in which the pension record ends.
Worker Category
The worker category assigned to the employee. The categories are as follows:
Deferred
Eligible Jobholder
Entitled Worker
No Employer Duty
Non-eligible Jobholder
Other Qualified Scheme
Member Status
The status of the employee's participation in the auto-enrolled pension scheme. The statuses are as follows:
Auto-Enrol
Cease Membership
Inactive
No Employer Duty
Opt-In
Opt-Out
Postponed
Joiner
Deferral Date
The date on which the employee will be assessed, based on an applied postponement period.
Notification
The type of notification that the organization has received from the employee. The notification types are as follows:
Cease Membership
Opt-In
Opt-Out
Other Qualified Scheme
Join
Notification Date
The date when an opt-in, opt-out/cease membership, other qualified scheme, or join notification was received by the organization from the employee.
Assessment Date
The date when the employee was assessed. This value is populated automatically when the assessment job runs during the Calculate Payroll background job.
First Enrollment Date
The date when the employee is eligible for the first time to participate in the pension scheme used for auto-enrolment. The first enrolment date is shown for the following employee pension records:
Eligible Jobholder worker category and Auto-Enrol member status
Non-eligible Jobholder worker category and Opt-In member status
Other Qualified Scheme worker category and Inactive member status
Entitled Worker worker category and Joiner member status
Birthdate
The birthdate in the employee profile as of the end date of the pay period in which the employee was assessed
Age
The employee's age as of the end date of the pay period in which the employee was assessed. This value is populated automatically when the assessment job runs during the Calculate Payroll background job.
Earnings
The value of the employee's earnings as of the assessment date, including earnings in the pay run in which the employee is assessed. This value is populated automatically when the assessment job runs during the Calculate Payroll background job.
EE Contribution %
The percentage value of the employee contribution in the pension scheme used for auto-enrolment. For employees with an active pension record where the employee contribution percentage is zero, when the Calculate Payroll background job runs, the value configured for the employee in the auto-enrolment pension plan is shown. This value is configured in the Contribution tab for auto-enrolment pension plan options in Benefits Setup > Plans and Options. For employees with an active pension record where the employee contribution percentage is greater than zero, when the Calculate Payroll background job runs, the employee contribution value is passed from Benefits to Payroll.
ER Contribution %
The percentage value of the employer contribution in the pension scheme used for auto-enrolment. For employees with an active pension record where the employer contribution percentage is zero, when the Calculate Payroll background job runs, the value configured for the employer in the auto-enrolment pension plan is shown. This value is configured in the Contribution tab for auto-enrolment pension plan options in Benefits Setup > Plans and Options. For employees with an active pension record where the employer contribution percentage is greater than zero, when the Calculate Payroll background job runs, the employer contribution value is passed from Benefits to Payroll.
Last Modified Date
The user name of the last person to update the employee's pension record.
Last Modified By
The date that the employee's pension record was last updated.
You can sort pension records by the following columns:
Employee
Pay Period Start Date
Pay Period End Date
Worker Category
Member Status
Deferral Date
Assessment Date
Click the employee icon () to view the employee contact card or click the employee's name to view the employee profile in People. Dayforce opens the profile in the Payroll > Pension screen, where you can add, edit, or delete pension records for individual employees.
) to view the employee contact card or click the employee's name to view the employee profile in People. Dayforce opens the profile in the Payroll > Pension screen, where you can add, edit, or delete pension records for individual employees.