Configure UK Employees as Pensioners

When you start paying a workplace pension to a UK employee, you need to configure their employee record so that Dayforce tracks their pension information and includes it in the Full Payment Submission (FPS) file.

To configure UK employees as pensioners:

1. Go to People, open the employee profile, and click Employment > Employment Settings screen.
2. In the Employment Type tab, click Add and complete the following steps:
   1. In Employment Type, click Pensioner.
   2. Change the start date as needed.
   3. In Pension Type, select the type of pension you're reporting to the HMRC for this employee.
   4. Click Save.
3. In the Payroll > Tax Definitions screen, complete the following steps:
   1. In the UK Tax Info section, click Add.
   2. Change the start date as needed.
   3. In Change Reason, select New Pension Starter.
   4. In the UK NI Info section, click Add.
   5. Change the start date as needed.
   6. In NI Letter, select X.
   7. In Change Reason, select NI Letter Update.
   8. Click Save.