Opting employees out of pensions
1. Go to the Payroll dashboard, locate the employee within the employee list, click on the three vertical dots to the right and select Edit. Go to Auto Enrolment, select Opt Out within the Status field, enter the correct date within the Opt Out Date field.
2. Tick the Pension Refund box (to calculate the pension refund owed to this employee which will be reflected on the payslip and payroll summary reports), enter a reference within the Opt out Reference field (if available), tick the Opt out Valid box (stating that the opt out is valid) and then click Save.
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