WFM UK: UI Refresh: Overriding a Pension Contribution

Overview

This article shows how administrators can override a pension contribution. 

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

Payment Options

To access the payroll summary, the employee to whom the override will be applied must be selected.

• Go to Payroll > Employees > Employee List
• Using the filter options, search for and select the relevant employee
• Use the employee profile side menu and go to Payroll > Employee Payroll Info > Pensions

Fig.1 – Employee profile side menu

Overriding the Pension Value

• Once in the employee's Pensions screen, select the pension record to be amended 

Fig.2 – Employee Pensions screen

On the next page, the pension scheme can be updated to override the value.

• Under ‘Change Employer Contributions’, change the Contribution Type to Fixed Amount or Percentage
• Update the Contribution Amount as required
• The same process should also be applied under ‘Change Employee Contributions’

Please note: For refunds, use a negative value for the 'Contribution Amount'. For contributions, use a positive value.

• Once ready, select Save

Fig.3 – Assign Pension Scheme Page

The screen as shown in Fig.3 will then be updated.

Also See

• How to Add a Pension Scheme Record