WFM UK: Overriding a Pension Contribution

Overview

This article will guide through how administrators can override a pension contribution. 

For all Pensions related articles, please see WFM UK - Pensions: Article Contents Page.

Payment Options

To access the payroll summary, select the relevant employee to who the override will be applied.

• To do this, follow the path: Payroll Module > Employees > Employee List.

Fig 1 – Employee List Search

• • Using the filter options, search for and select the relevant employee

  To return a full list of employees select Search with no filters applied.

  • Once in the employee’s file, select View Payroll Summary
  • Select Pensions from the top of the screen

Fig 2 – Payroll Summary Options

Overriding the Pension Value

• Once in the Pensions screen, select the pension record that is to be amended

Fig 3 – Pensions Screen

On the page that follows, it is possible to update the pension scheme to override the value.

Fig 4 – Assign Pension Scheme Page

• Within ‘Change Employee Contributions’, change the Type to Override.
• Update the Amount to reflect the relevant values
• The same process should be applied to the ‘Change Employer Contributions’.
• Once ready select Save

The screen as shown in Fig.3 will then be updated.

Please note: A negative value should be used for refunds, whilst a positive value should be used for contributions.

Also See

• How to Add a Pension Scheme Record
• How to Set Up a Pension Diary