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

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  • James Burton

    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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