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Pension Opt In early

Sharon Harkins

Hi

 

I have been asked by an employee to Opt into into the pension scheme before they would auto inrole - can you point me in the direction to do this please

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Nicola Kibble

Hi Sharon.  To enrol an employee into a pension scheme, please find their record in the Pension module.  You will need to select 'Add New Pension Scheme'.  You will then need to select the relevant pay basis and pension scheme from the drop down list.  Next, enter the date the employee wishes to become a member of the pension scheme in the field 'Start Date'.  In the 'Enrolment Type' field, select Opt In. Press 'Save'. The contribution amounts will come from the pension scheme set up itself so there is no requirement to add any further details on this screen.  Hope this helps!

 

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