WFM UK: Amending an Employee Deferral Date and Update Pension Records

Overview

This process covers amendments required where special circumstances require changes to the usual Pension Postponement and Assessment Process. An example of this might be an employee TUPEs from one PAYE company to another and has already been enrolled into a Pension scheme. This process will be followed to continue the Pension Contributions on the Payroll for the new PAYE Company.

This article describes the process of amending an employee’s Deferral Date and update Pension Records for employees. 

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

Updating the Pension Record

This process covers updating the Pension Record to continue a Pension contribution without the New Starter Postponement.  
 

• Go to Pension Module > Employees > Employee List  

Fig.1 - Employee List in the Employees Drop-Down List

• Select the required Employee > Employee Pension Info > Pension Eligibility

Fig.2 - Pension Eligibility

The fields in the Employee Pension Dates are detailed in the table below.
 

Fig.3 - Employee Pension Dates

Removing a Postponement Period

To remove a Postponement Period:
 

• Ensure there is a tick in the Postponement Period check box
• Change the End Date for Work Postponement to the day before the start date used to join the current Payroll. E.g. If the employee transferred to the new company from the start of a pay period, the end date for work postponement should be the 5th of the current month, as this is the day before the first date of the current pay reference period
• Save

Fig.4 - Removing Postponement Period

An information message will be displayed at the top of the screen and the ‘Deferral Date’ will change to reflect the start date of the current pay period.
 

• Remove the tick from the Postponement Period check box
• Save
• Return to the ‘Pension Eligibility’ screen and the new Deferral Date will be displayed
• Check the Active Member of Qualifying Pension box
  • This will reveal a Date field, leave the date field blank.
• Update the Automatic Enrolment Date field to reflect the start date of the current pay reference period
• Save

Fig.5 - Employee Personal Data

Updating the Enrollment Criteria

The system must be updated to reflect the correct enrollment criteria. To update the enrollment criteria:
 

• Go to Pension Module > Employees > Employee List > select Employee > Employee Pension Info > Job Holder Status

Fig.6 - Job Holder Status in the Employee Pension Info Drop-Down

• Check the Eligible Job Holder Status box and add the start date of the Pension Reference period in the Eligible Job Holder Date field 
• Save 

Fig.7 - Job Holder Status

Reinstating the Pension Record

The Pension Record then needs to be reinstated to ensure that the contributions are taken going forward. 

To add the Pension Record: 
 

• Go to Pension Module > Employees > Employee List > select Employee > Employee Pension Info > Pensions 

Fig.8 - Pensions in the Employee Pension Drop-Down

• Select Add New Pension Scheme 

Fig.9 - Add New Pension Scheme

• Select the Pension Scheme required from the drop-down list 
• Add the start date of the Pay Reference period in the Start Date for Automatic Enrollment field  
• Set Enrollment Type to AE
• Update the percentage values for the Employee and Employer Contributions if the values are greater than the default settings
• Save

Fig.10 - Pension Contributions

Check the Payroll Module for the employee to ensure that the Pension Deductions are now visible on the Payroll summary screen.