Adding employees to a pension scheme

Adding employees to a pension scheme

1. To add employees to the pension scheme, click on the three vertical dots to the right of the employee name, select Edit and then go to the Auto Enrolment section. Populate all mandatory fields within this page, click Save and this will then automatically calculate this employees pension contributions.  




  3. 2. This will create an employee pension contribution and an employer pension contribution section within the employee list where, along with the other pay information that is shown, it will show the total for that months contribution. If you make any changes to the employee’s pay details, the pension contributions will scale to the new amounts that have been inputted. The Pension dashboard will specifically only show employees that are on enrolled on the pension scheme, helping separate them from those who are not within the Payroll module. 




  3. 3. To submit the pension, run the payroll, go to Filing Management and then select Pension from the drop down menu at the top of the screen. Select which pension to submit and either click Submit (if the client is already linked to an existing pension), Not to Submit (if the pension is being filed manually) or Submit Enrolment and Contribution (if there is a new employee that has joined the company mid-month and but they have not been enrolled on to the pension scheme yet).