You might want to postpone enrolling eligible employees in the auto-enrolment pension scheme. Employees are eligible when they meet the auto-enrolment pension scheme’s age requirement, earnings requirement, or both. In Pensions > Set-up, in the Postponement tab, you can set the length of the postponement period. At the end of the postponement period, employees are enrolled in the pension scheme without the need for reassessment.
Before You Begin: The feature described in this topic (and sub-topics) only applies to organizations offering auto-enrolment pension schemes in the United Kingdom.
Postponement rules are based on one of the following attributes:
- Pay Group
- Pay Type
- Pay Class
- Employee Property (you are prompted to select an employee property if you choose this option)
- Plan Name
- Payroll Policy
- Legal Entity
While you can have multiple postponement rules, those rules must all be based on one attribute. For example, your organization can have four pay groups and each of those pay groups can have a different postponement rule.
You cannot, however, have three postponement rules based on pay group and one postponement rule based on pay type. If you want to change the attribute that your rules are based on, all of the rules that you have already configured are deleted.
When you have selected the attribute your rules are based on, you can begin adding rules for different pay groups, pay types, pay classes, or employee properties.
The employee’s postponement period begins on the start date of the next pay period and can last up to three months or 13 weeks.
When an employee is determined to be in a postponement period during the Calculate Payroll background job, Dayforce generates a postponement record in the Payroll > Pension screen in People for that employee with the following data:
- Worker Category: Eligible JobHolder
- Member Status: Postponed
- Deferral/Postponement Date: The date determined by the postponement rule.
The following topics describe how to configure postponement period rules: