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What is the best practice to opt-out an employee from a pension scheme?

Linked Ideas

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Jim

Hi @Oliver Proctor!

 

Thank you for your question on the community. I hope you are well?

 

The best way to opt out an employee out of a pension scheme is to process this via the employees Opt In/Opt Out record via the pension module. By doing this a refund will automatically feed through to the employees payslip if the employee is due a refund. I recommend going through the article I have attached below for a step by step guide on how to do this.

 

https://fc.force.com/customer/s/article/WFM-Opting-an-Employee-out-of-a-Pension-Scheme

 

I hope this helps. If you have any questions let me know! Have a great day!

 

Thanks, James!

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