Overview
This article outlines the process of transferring a pension scheme record. It involves some configuration on existing pension eligibility and the creation of a new pension record. For all Pensions-related articles, please see WFM UK - Pensions: Article Contents Page.
Changing the Pension Eligibility
- Go to: Pension module > Employees > Employee List > select Employee
- Then use the employee icon in the top-left and select Employee Pension Info > Pensions > Pension Eligibility
- Make sure the box is ticked for Active Member of Qualifying Pension
-
In the Date Active Member of Scheme field, enter the staging date for the PAYE company in use
-
These dates will always be the same. The Pension module must recognise the scheme was in place before auto-enrolment began to exclude the employee from the automatic enrolment process in the new PAYE process
-
Fig. 1 – Pension Eligibility Screen
Creating the Pension Record
Once the pension eligibility has been updated, a new pension record should be created
- Enter the details as required
- Go to Employee Pension Info > Pensions > Add New Pension Scheme
- For the Start Date, use the start date of the pay reference period where the employee was added to payroll
- Update the Contribution Type percentages in the ‘Change Employer’ and ‘Change Employee’ contribution fields
- When ready, select Save
- Access the payroll summary to check the pension scheme contribution values are showing as expected
Fig. 2 – Assign Pension Scheme Page
Comments
Please sign in to leave a comment.