WFM UK: Opting an Employee into a Pension Scheme

Overview
 

The process of opting an employee into a pension scheme will need to be followed if an eligible job holder or non-eligible job holder wishes to join the pension scheme during a postponement period. 

This process will also need to be followed if a non-eligible job holder wishes to join the pension scheme at any time.

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

Opting an Employee Into a Pension Scheme

To opt an employee into a pension scheme:

• Go to Pension > Employees > Employee List > search for and select the required Employee
• Use the employee side menu and go to Pension > Employee Pension Info > Opt In/Opt Out Information
• Select a pension scheme for that employee

The top half of the screen relates to the opt-in information.

• Once a valid opt-in notice is received, enter the date in the Date Valid Pension Notice Received date field 
• Complete the other fields as required. Use the onscreen help icons for further information

Please note: If the date on which the notice is received is after the Payroll cut-off date, the next two fields will automatically calculate the pay reference period start date of the Payroll that falls in two period’s time.

Fig.1 - Opt In Information

The system will know from the Pay Basis set-up when the Payroll cut-off date is, in accordance with your Bureau Timetable.

To view the Employee Pension Record:

• Go to Pension > Employees > Employee List > search for and select the required Employee
• Use the employee side menu and go to Pension > Employee Pension Info > Pensions

Fig.2 - Employee Pension Record

When the Enrolment date is reached, the employee will have a pension record automatically created and a deduction taken.