WFM UK: UI Refresh: Opting an Employee out of a Pension Scheme

Overview

This process will need to be followed if an employee who has been auto-enrolled into a Pension Scheme wishes to leave the Scheme within the first 30 days. If an employee opts out in this period, any contributions will be refunded.

Please note: If an employee wishes to leave a Pension Scheme after this point, the scheme must be ended via cease membership. This would not be considered as an ‘opt out’ and any contributions would not be refunded.

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

Opting Out an Employee

To opt an employee out of a Scheme, enter the Pension Record for the relevant employee. 

• Go to the Pension module and then Employees > Employee List

Fig.1 – Employees > Employee List

• Select the required Employee

Fig.2 – Employee List

• Select Opt-In/Opt-Out Information in the Employee Pension Info drop-down menu

Fig.3 – Opt-In/Opt-Out Information

• For the Date Valid Opt Out Notice Received, enter the actual date that the opt-out request was received from the employee

• If known, enter the Opt-Out Reference No.

• Enter the Opt-Out Period Start Date

  •  This is the date when the pension provider was notified of the employee being opted out of a pension scheme,  plus 3 days. For example, if the pension provider was notified of the opt-out on 1st September, then 4th September should be entered here. This is to ensure that the employee has the full 30 days to opt-out of the pension scheme

The 'Opt-Out Refund Due' and 'Opt-Out Period End' dates will auto-complete when the other dates are entered.

• Select Save

Fig.4 – Opt-Out Information screen

The record will be updated and the 'Date Valid opt-out Notice Received' will display on the employee's Opt-Out /Opt-In Information screen (see Fig.5). 

Fig.5 – Not Active Pension Status

For any refunds to be shown on the employee’s payslip, the global setting Show Negative Payments on Payslip must be switched on.