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Hi, I have an employee who opted out of ...

Anonymous User
Hi, I have an employee who opted out of the pension fund, but he has had deductions taken from his pay after the opt out however the money not been paid into his pension fund. How do I refund him the money?
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Louise Wilson

Hi {@0053z00000B8Xz7AAF}​ ,

 

It's difficult to answer this question without looking at the specific details of the employee record. It's important to address why this happened in the first place. If you are using the Pension Module, was the opt out date entered correctly? As in, within 30 days of the employee opting in? Is your pension diary set up correctly? You may want to contact our Support Team for further assistance to ensure this does not happen again in the future.

 

If the pension deduction has not been reported to the Pension provider and is not included on your pension reports, you can simply make a net payment to the employee in the next payroll.

 

Also, please make sure that the following Global Setting is switched on: Payroll Module> Administration> Global Settings> Payslip/ P60 settings> Show negative Pension Payments on payslip. This will ensure that refunds are automated for employees that opt out within 30 days of being enrolled.

 

Many Thanks

Louise Wilson

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