WFM UK: UI Refresh: Transferring a Pension Record

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

Also See

• How to Add a Pension Scheme Record