WFM UK: Adding a Pension Scheme Record

Overview

The following document outlines the process to add a pension scheme record to an employee

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

Adding a Pension Scheme Record

Begin by accessing the ‘Pensions’ screen. To do this, navigate to:

• Payroll Module > Employees> Employee List > Select Employee > Employee Payroll Info > Pensions
   

Fig 1 – Pensions Screen

• From this screen, select ‘Add New Pension Scheme’.

Fig 2 – Assign Pension Scheme

• Select the relevant ‘Pension Scheme’ from the drop down options.
• Select the relevant ‘Start Date’.
• If the employee or employer’s contributions will be higher than the minimum default value, select ‘Percentage’ from the ‘Contribution Type’ options and key in the new percentage value into the ‘%’ field when it appears. If the default value is to be applied, it is not essential to update the ‘Contribution Type’ fields.
• Once finished, save the record and view the ‘Payroll Summary’ to ensure pension contribution values are present for the employee.