Add UK Pension Deferral Rules

When you configure deferral periods for different employee groups, Dayforce applies them before assessing employees for auto-enrolment into the pension scheme.

To add a deferral rule:

1. Go to Pensions > Postponement Set-up.
2. Click the Deferral tab.
3. In the Based on drop-down list, select one of the following options:
   • Pay Group
   • Pay Type
   • Pay Class
   • Employee Property
   • Plan Name
   • Payroll Policy
   • Legal Entity
4. Click Add to open the Add Deferral Period dialog box.
5. If the Add button isn’t enabled, then all pay group, pay types, pay classes, or employee properties have been associated with a deferral rule.
5. Select one or more pay groups, pay types, pay classes, or employee properties to associate with the deferral rule. Only values that aren't already part of a deferral rule are available for selection.
6. In the Deferral Type drop-down list, select one of the following options:
   • Next Relevant Pay Period Start Date: The start date of the pay period following the hire date.
   • Increments Of: Set increments in weeks, months, or pay periods.
7. If you selected increments in the previous step, Dayforce displays the Increments Of drop-down list. Select one of the following options:
   • Weeks
   • Months
   • Pay Periods
8. Depending on which option you select in the previous step, Dayforce shows one of the following drop-down lists:
   • Number of Weeks: Select a number from 1 to 13.
   • Number of Months: Select a number from 1 to 3.
   • Number of Pay Periods: Select a number from 1 to 4.
9. Click Add.