Overview
There are many different user permissions that can be assigned within the Pension Module. This article lists them all by area, along with descriptions and suggestions for where they could be used.
For all Pensions related articles, please see WFM UK - Pensions: Article Contents Page.
Access and permissions are assigned via the Access Level Hierarchy and templates
- Templates are created and managed by going to Pension module > Users > Templates (Admin Access Required)
- Templates can be edited by HR > Company Admin > Access Level Hierarchy >select relevant Level > Pension Module Edit
In required circumstances access can be amended at employee level. Fourth recommends where possible however to manage access within templates as above.
- To assign permissions to a user, go to Pension module > Users > Assign User Access > select user > User Profile > select access levels/tick boxes > Next > assign Locations > Next > assign Divisions > Next
- There is also an option to apply a template, using the Do you wish to apply a template? drop-down menu
After following these steps, the user profile screen will be displayed again with the changes applied.
Some of the permissions are controlled by tick boxes. This is a simple 'yes or no' choice.
Others have a drop-down menu from which the following selections can be chosen:
- No Access - the permission is not assigned
- Read Only - the user can view information but make no changes
- Full Access - the user can view information, make changes, and edit existing settings
- Edit Only - the user can view information and edit existing data, not make new changes
All descriptions in the table below are based on the user being given Full Access permissions.
For lists of user permissions in other Workforce Management modules, please visit WFM - Workforce Management User Permissions.
Pension Administration
|
Permission |
Definition |
Comments |
|
Document Management |
Gives the user access to Administration > Document Management where document templates can be uploaded into the system |
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Global Settings |
Gives the user access to the Pension Module’s Global Settings (Administration > Global Settings) |
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Alert Setup |
Gives the user access to the Alert Set Up screens (Reminders & Alerts > Alert Set Up) |
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Manage Transfers |
Gives the user access to be able to transfer employee pension records from one pension scheme to another (Employees > Manage Transfers) |
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Assess Workers at Staging Date |
Gives the user access to assess Workers at Staging Date in the Pension Module (Pension Process > Assess Workers at Re-enrolment Date) |
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Send Out Documentation |
Gives the user access to send out documents from the pension module (Pension Process > Send Out Documentation) |
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Reports |
Gives the user access to the screen from which standard reports can be run in the pension module (Reports > View Reports) |
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Pension Scheme |
Gives the user access to pension scheme configuration (Administration > Pension Scheme |
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Company Administration |
Gives the user access to view a list of payroll companies to which pension schemes can be linked (Administration > Company Setup) |
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Alert Dispatches |
Gives the user access to be able to set Alerts and assigning alerts to specific Job Titles (Reminders & Alerts > Alert Dispatches) |
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Pension Statutory Information |
Gives the user access to view pension statutory information (Administration > Pension Statutory Information) |
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Employee List |
Gives the user access to the employee list in (Employees > Employee List) |
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Assign User Access |
Gives the user access to be able to assign access to individual users (Users > Assign User Access) |
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Employee Pension info
|
Permission |
Definition |
Comments |
|
Pensions |
Gives the user access to be able to view, edit and add new pension schemes to an employee record |
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Document Management |
Gives the user access to documents attached to the employee record |
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Employee Pension History |
Gives the user access be able to view employee pension history records |
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Pension Payment Summary |
Gives the user access to be able to view the employee pension payment history |
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Employee Information Dates |
Gives the user access to be able to view and edit various pension dates on the employee record. Such as the AE date, deferral date and the postponement date |
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Pension Eligibility |
Gives the user access to be able to view and edit employee pension eligibility information |
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Opt-In / Opt-Out Info |
Gives the user access to view and edit employee Opt-In/Opt-Out information |
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Job Holder Status |
Gives the user access to be able to view and edit employee job holder status information |
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Employees
|
Permission |
Definition |
Comments |
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Exclude from Payroll (Allow &Payroll) |
This permission can be enabled in either HR, or Pensions. If done in HR it will automatically provide this access in Pensions and vice versa if given in Pensions If this permission is assigned, it provides the user with capability to edit the “Exclude Employees from Payroll” checkbox regardless if the global setting ‘Exclude New Employees from Payroll’ is turned on or not. (Payroll > Administration > Global Settings > Settings For The Adding Of Employees To Payroll) |
As per current functionality, once an employee has been paid, the “Exclude from Payroll” tick box will be greyed out and you will not be able to exclude them from payroll. |
Reports
|
Permission |
Definition |
Comments |
|
Pension Contributions |
Allows the user access to this report. Data returned is based on user’s location and division access. |
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Comments
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