WFM UK: UI Refresh: Adding a Pension Scheme Record

Overview

This article outlines the process to add a pension scheme record to an employee

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

Adding a Pension Scheme Record

Begin by accessing the ‘Pensions’ screen. To do this, navigate to:

• Payroll > Employees> Employee List > select Employee > Employee Payroll Info > Pensions
• From this screen, select Add New Pension Scheme 

Fig.1 – Pensions screen

• Select the relevant Pay Basis, Pension Scheme and Start Date
• If the employee or employer’s contributions will be higher than the minimum default value, select Percentage from the Contribution Type options and enter the new percentage value into the % field when it appears. If the default value is to be applied, it is not essential to update the Contribution Type fields
• Once finished, Save the record and view the ‘Payroll Summary’ to ensure pension contribution values are present for the employee

Fig.2 – Assign Pension Scheme