Edit UK Pension Deferral Rules

Payroll Administrator Guide

Version
R2026.1.1
ft:lastEdition
2026-05-28
Edit UK Pension Deferral Rules

To edit a deferral rule:

  1. Go to Pensions > Set-up and click the Deferral tab.
  2. Click the row of the pay group, pay class, pay type, or employee property for which you want to edit the rule.
  3. Click Edit to open the Edit Deferral Period dialog box.
  4. Update the Deferral Type selection and, if applicable, the increments settings for the rule.
  5. Click Save.

Note: Even if multiple rules use the same deferral period, updating the period settings in one rule doesn’t update the others. You must open and update each rule individually.